NO.PZ202410180200004803
问题如下：
Discuss one potential conflict of interest for Yates as Green’s wealth manager
选项：
解释：
A conflict of interest could arise as Green’s entire estate, less the $100,000 payments ($200,000 total) to his two daughters will go to the Green Giving Charity, which Yates manages. Yates might be inclined to invest more aggressively with Green’s assets to potentially increase the net funds coming to the charity upon Green’s passing. Disclosure to the client would be the best course of action.
Yates as Green's wealth manager focus on long-term investment with high risk tolerance.But as an individual investor, his investment is much shorter and different risk tolerance based on goals.
