… and Exchange Board was created, and stock and bond trading were achieved on the floor of the exchange where traders would call out stock and bond buy or sell prices. Prior to internet trading, the retail investors would go to the local library to … for most small investors. With the Internet, investors have access to hundreds of websites with financial information that they can analyze and understand. Previously, financial intermediaries, such as brokers and investment managers, had an … with clients to identify their personal needs and develop strategic plans that will move them toward their goals. This all happens while setting requirements and tasks to improve the likelihood of sustained success among clients. Going down this …