The correct shape for the triangle labeled "Supplier" in the flowchart below should be a 
Definitions:
Suitability
Suitability refers to the requirement that financial advisors and investment recommendations must align with the investing objectives, risk tolerance, and financial situation of the client.
Optimal Return
The highest possible return on an investment, considering the risk level and constraints, to achieve the best financial outcome.
Target-date
Refers typically to a type of mutual fund or retirement fund that automatically shifts towards more conservative investments as the target date (often retirement) approaches.
Retirement Funds
Investment funds specifically set aside for the goal of providing income during retirement, typically involving a mix of stocks, bonds, and other assets.
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