EPISODE · Oct 6, 2025 · 37 MIN
EP9 另類資產，讓配置升級-尤昭文理事長
from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會
ETF 熱潮後，資產配置怎麼走？尤昭文直說：提升另類資產占比、用長期產品承接長期目標， 台灣才能吸引境外資金、真正升級。 在本集節目中你會聽到 ✅ 另類資產速懂：PE、私募信貸、基礎建設為何關鍵 ✅ 全球約20% vs 台灣約2–5%：配置差距與機會 ✅ 顧問實務：從賣產品到顧問式服務，為高資產客戶打造長期配置 -- Hosting provided by SoundOn
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EP9 另類資產，讓配置升級-尤昭文理事長
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