You are working as a Trainee in the LifeCorp Investment Fund. Your supervisor has asked you to perform some tasks and provide a report. The objective of the report is to test your understanding of the company's services.

(1) Differentiate and clearly compare wealth management, financial planning, and portfolio management. (2) List the steps down for wealth management. (3) Select and discuss the type of wealth management service being asked by an individual looking for retirement protection. (4) Select and discuss the type of challenges faced by wealth management services. (5) Provide a list of instruments traded in capital markets and money markets. (6) Distinguish between capital markets and money markets.

Analyze and differentiate concepts to clearly explain your selections.