{"id":536,"date":"2017-09-26T15:37:00","date_gmt":"2017-09-26T07:37:00","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=536"},"modified":"2017-09-26T15:37:00","modified_gmt":"2017-09-26T07:37:00","slug":"%e6%a9%9f%e5%99%a8%e4%ba%ba%e7%90%86%e8%b2%a1-%e6%98%af%e4%bb%80%e9%ba%bc-part-1","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=536","title":{"rendered":"\u6a5f\u5668\u4eba\u7406\u8ca1 \u662f\u4ec0\u9ebc? < Part 1 >"},"content":{"rendered":"\n<p><time datetime=\"2017-09-26T18:26:45+08:00\">2017-09-26<\/time><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/roboadvisor.com.tw\/Blog\/wp-content\/uploads\/2017\/09\/zxc.jpg\" alt=\"\u6a5f\u5668\u4eba\u7406\u8ca1\" width=\"412\" height=\"308\" srcset=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2017\/09\/zxc.jpg 640w, https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2017\/09\/zxc-300x224.jpg 300w\"><\/h2>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\uff0e&nbsp;<\/strong><strong>\u6a5f\u5668\u4eba\u7406\u8ca1&nbsp;<\/strong><strong>\u662f\u4ec0\u9ebc?<\/strong><\/h4>\n\n\n\n<p>\u76f8\u4fe1\u8a31\u591a\u4eba\u5c0d\u300c\u6a5f\u5668\u4eba\u7406\u8ca1\u300d\uff08Robo-Advisor\uff09\u6b64\u4e00\u65b0\u7684\u91d1\u878d\u540d\u8a5e\u5145\u6eff\u8457\u597d\u5947\u8207\u7591\u554f\uff0c \u6a5f\u5668\u4eba\u7406\u8ca1 \u4e5f\u8e8d\u5347\u6210\u70ba\u4eca\u5e74\u53f0\u7063\u91d1\u878d\u5e02\u5834\u6700\u71b1\u9580\u7684\u95dc\u9375\u5b57\uff0c\u4f46\u8a31\u591a\u4eba\u90fd\u8a8d\u70ba \u6a5f\u5668\u4eba\u7406\u8ca1 \u662f\u6307\u904b\u7528\u96fb\u8166\u7684\u4eba\u5de5\u667a\u6167\u4f86\u5e6b\u6211\u5011\u96a8\u8457\u5e02\u5834\u7684\u8b8a\u5316\u6311\u9078\u51fa\u6700\u597d\u3001\u6700\u9069\u5408\u6211\u5011\u7684\u91d1\u878d\u7522\u54c1\uff0c\u4e14\u80fd\u5c07\u6211\u5011\u7684\u5831\u916c\u6975\u5927\u5316\uff0c\u7136\u800c\u9019\u4e26\u975e \u6a5f\u5668\u4eba\u7406\u8ca1 \u7684\u529f\u80fd\u3002<\/p>\n\n\n\n<p>\u300c \u6a5f\u5668\u4eba\u7406\u8ca1 \u5b83\u4e0d\u662f\u4e00\u500b\u5831\u660e\u724c\u7684\u5de5\u5177\uff01\u300d<\/p>\n\n\n\n<p>\u5982\u679c\u4f60\u8ffd\u6c42\u7684\u662f\u77ed\u671f\u7684\u9ad8\u5831\u916c\uff0c\u90a3\u9ebc \u6a5f\u5668\u4eba\u7406\u8ca1 \u61c9\u8a72\u5c31\u4e0d\u9069\u5408\u4f60\u3002\u56e0\u70ba \u6a5f\u5668\u4eba\u7406\u8ca1 \u670d\u52d9\u8ffd\u6c42\u7684\u4e26\u4e0d\u662f\u5728\u77ed\u6642\u9593\u5167\u70ba\u4f60\u5feb\u901f\u589e\u52a0\u8cc7\u7522\uff0c\u800c\u662f\u63d0\u4f9b\u7d66\u6295\u8cc7\u4eba\u5728\u4e2d\u9577\u671f\u6642\u9593\u5167\uff0c\u904b\u7528\u6642\u9593\u8207\u8907\u5229\u7684\u529b\u91cf\u7d2f\u7a4d\u8cc7\u91d1\uff0c\u4e26\u4e14\u80fd\u5920\u9806\u5229\u7684\u9054\u6210\u4eba\u751f\u91cd\u8981\u7684\u8ca1\u52d9\u76ee\u6a19\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"658\" src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2022\/03\/qwe-768x658-1.png\" alt=\"\" class=\"wp-image-537\" srcset=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2022\/03\/qwe-768x658-1.png 768w, https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2022\/03\/qwe-768x658-1-300x257.png 300w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\uff0e&nbsp;<\/strong><strong>\u6a5f\u5668\u4eba\u7406\u8ca1&nbsp;<\/strong><strong>\u8d77\u6e90<\/strong><\/h4>\n\n\n\n<p>\u6545\u4e8b\u8981\u5f9e\u7f8e\u570b 80 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Planning\uff09 \u8b49\u7167\u7684\u63a8\u52d5\uff0c\u56e0\u6b64\u958b\u59cb\u6709\u90e8\u5206\u91d1\u878d\u5f9e\u696d\u4eba\u54e1\u6c7a\u5b9a\u5f9e\u91d1\u878d\u6a5f\u69cb\u4e2d\u51fa\u8d70\uff0c\u6210\u7acb\u7368\u7acb\u6295\u8cc7\u9867\u554f\u5c08\u70ba\u5ba2\u6236\u505a\u6295\u8cc7\u7406\u8ca1\u7684\u898f\u5283\uff0c\u4e5f\u5c31\u662f\u5e6b\u5ba2\u6236\u505a\u300c\u8ca1\u52d9\u898f\u5283&nbsp;\uff08financial planning\uff09\u300d\uff0c\u80fd\u5920\u8f03\u5ba2\u89c0\u5730\u7ad9\u5728\u5ba2\u6236\u7684\u7acb\u5834 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class=\"wp-block-heading\"><strong>\uff0e\u4ec0\u9ebc\u662f\u300c\u8ca1\u52d9\u898f\u5283\u300d?<\/strong><\/h4>\n\n\n\n<p>\u8ca1\u52d9\u898f\u5283\u5b83\u662f\u4e00\u500b\u6aa2\u8996\u4f60\u7684\u8ca1\u52d9\u8cc7\u6e90\u80fd\u5426\u4e14\u5982\u4f55\u9054\u5230\u6eff\u8db3\u4f60\u7684\u4eba\u751f\u76ee\u6a19\u7684\u4e00\u500b\u300c\u904e\u7a0b\u300d\uff0c\u4e26\u5e6b\u52a9\u4eba\u5011\u5236\u5b9a\u4e00\u500b\u5b8c\u6574\u7d9c\u5408\u7684\u8a08\u5283\uff0c\u4ee5\u89e3\u6c7a\u5fc3\u4e2d\u7684\u64d4\u6182\u8207\u4e0d\u5b89\uff0c\u5f9e\u800c\u5be6\u73fe\u4eba\u751f\u76ee\u6a19\uff0c\u6b64\u5373\u70ba\u8ca1\u52d9\u898f\u5283\u7684\u6700\u5927\u7684\u50f9\u503c\u3002<\/p>\n\n\n\n<p>\u56e0\u70ba\u8ca1\u52d9\u898f\u5283\u5b83\u662f\u4e00\u500b\u904e\u7a0b\uff0c\u56e0\u6b64\u5728\u9019\u500b\u904e\u7a0b\u7576\u4e2d\u6709\u4ee5\u4e0b\u5c08\u9580\u4e14\u65e2\u5b9a\u7684\u516d\u500b\u6b65\u9a5f\uff1a<\/p>\n\n\n\n<p>1. \u5efa\u7acb\u8207\u9867\u5ba2\u4e4b\u9593\u7684\u95dc\u4fc2 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src=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2022\/03\/1-768x677-1.jpeg\" alt=\"\" class=\"wp-image-538\" srcset=\"https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2022\/03\/1-768x677-1.jpeg 768w, https:\/\/blog.roboadvisor.com.tw\/wp-content\/uploads\/2022\/03\/1-768x677-1-300x264.jpeg 300w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p>\u4e26\u4e14\u8ca1\u52d9\u898f\u5283\u5176\u5be6\u548c\u4f60\u76ee\u524d\u64c1\u6709\u591a\u5c11\u9322\u4e26\u6c92\u6709\u95dc\u4fc2\uff0c\u53ea\u8981\u4f60\u5728\u4f60\u7684\u4eba\u751f\u4e2d\u6709\u60f3\u9054\u6210\u7684\u76ee\u6a19\u6216\u5c0d\u65bc\u672a\u4f86\u6709\u6240\u898f\u5283\u60f3\u6cd5\uff0c\u90a3\u9ebc\u8acb\u53ca\u65e9\u505a\u597d\u4f60\u7684\u8ca1\u52d9\u898f\u5283\uff0c\u8a02\u5b9a\u597d\u4f60\u5728\u4eba\u751f\u4e2d\u5404\u500b\u60f3\u9054\u6210\u7684\u76ee\u6a19 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