An individual who helps investors decide when to switch their investment from one fund to another fund is called a(n)

Question

Quizplus · Accepted Answer

The individual who helps investors decide when to switch their investments from one fund to another fund is called a market timer. This is because they analyze the market conditions and the performance of the funds and suggest the appropriate time to make the switch. Financial planners generally provide more comprehensive financial advice and services, including retirement planning, tax planning, and estate planning. Fund evaluators and fund consultants are similar to market timers, but they focus more on analyzing the performance and characteristics of specific funds rather than timing investment decisions. The terms "opportunity timer" and "fund consultant" are not commonly used in the finance industry.

An Individual Who Helps Investors Decide When to Switch Their