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Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on riskmanagement, so we look at insurances. And then we look at estate planning.
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do taxplanning, right? We’ll do estate planning and other complex financial planning. They have a riskmanagement technology. You own the underlying securities.
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Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech riskmanagement. Key to its response is riskmanagement.
It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading riskmanagement, starting with futures? And that’s how we created the securities division. We now had the securities business.
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