江苏快三开奖结果

  1. 首頁
  2. 熱點
  3. 股指

深水炸彈!銀行大軍殺入基金投顧,平安銀行申請試點!四大陣營上演“四國殺”,投顧業態恐將變陣

  JIJINTOUGUZIZHICHENGLEXIANGBOBO!  JINRONGJIGOUSHENQINGJIJINTOUGUSHIDIANZIGEZHENGSHANGYAN“SIGUOSHA”。JIGONGMUJIJIN、DISANFANGJIJINXIAOSHOUGONGSI、QUANSHANGZHIHOU,JINQISHENQINGJIJINTOUGUSHIDIANZIGEDAJUNZHONGHUANYOUYINXINGCHUMEI。QUANSHANGZHONGGUOJIZHEDUJIAHUOXI,PINGANYINXING (XINGQING 000001 ,ZHENGU)ZHENGZAISHENQINGGAISHIDIANZIGE。

  基金投顧資質成了香餑餑!

  金融機構申請基金投顧試點資格正上演“四國殺”。繼公募基金、第三方基金銷售公司、券商之后,近期申請基金投顧試點資格大軍中還有銀行出沒。券商中國記者獨家獲悉,平安銀行(行情000001,診股)正在申請該試點資格。

江苏快三开奖结果  YENEIRENSHIRENWEI,YINXINGSHENQINGTOUGUZIGEDECHUFADIAN,GENGDUODISHIWEILEGENGHAODIFUWUGAOJINGZHIKEHU,ZENGQIANGYUKEHUDEZHANXING,TONGSHIYEYOULIYUTUIDONGCIQIANTUICHUDEZAIXIANZHINENGTOUGUFUWUGENGHAODILUODI。

  “JIYUQIANGDADEKEHUJICHUYOUSHI,YINXINGZAIQUDEJIJINTOUGUSHIDIANZIGEHOU,YUKEHUDELIANXIHUITONGGUOXIANGGUANYEWUDEKAIZHANERGENGJIAJINMI,TUIDONGYIKEHUWEIZHONGXIN,GOUJIANMAIFANGFUWUSHENGTAI。”YOUGUFENXINGZIGUANBUFUZERENBIAOSHI。

  ZAIZHEZHIQIAN,JIASHIJIJIN、HUAXIAJIJINDENG5JIAJIJINGONGSIYIYU10YUEDICHENGWEIZHEYIYEWUDESHOUPISHIDIANJIGOU,MAYI、TENGAN、YINGMI3JIADISANFANGJIJINXIAOSHOUGONGSIYEZAIRIQIANWANCHENGSHIDIANBEIAN。CIWAI,BUSHAOQUANSHANGYEZAIJINLUOMIGUSHENQINGJIJINTOUGUSHIDIANZIGE。

  平安銀行申請基金投顧試點資格

江苏快三开奖结果  12YUE18RI,QUANSHANGZHONGGUOJIZHEDUOFANGHESHIHUOXI,PINGANYINXINGYIZAISHENQINGJIJINTOUGUSHIDIANZIGE。DUICI,PINGANYINXINGXIANGGUANFUZERENHUIYINGBIAOSHI,QUEYOUCISHI。

  有關基金投顧試點的熱議,始于今年10月底。彼時,證監會下發《關于做好公開募集證券投資基金投資顧問業務試點工作的通知》(下稱通知)。

  通知指出,基金投顧業務按照“試點先行、穩步推開”的步驟實施,證監會將根據市場情況和試點效果,審慎穩妥擴大試點范圍,有序推開。機構開展基金投顧業務試點應當經監管部門備案。

  QIZHONG,JIASHIJIJIN、HUAXIAJIJIN、YIFANGDAJIJIN、NANFANGJIJIN、ZHONGOUJIJIN5JIAJIJINGONGSICHENGWEIZHEYIYEWUDESHOUPISHIDIANJIGOU。

  JINRI,ZHENGJIANHUIJIXUKUODAJIJINTOUZIGUWENYEWUSHIDIAN,YOUWANCHENGLETENGANJIJIN、ZHUHAIYINGMIJIJIN、MAYI(HANGZHOU)JIJIN3JIAJIJINXIAOSHOUGONGSIDESHIDIANBEIAN。

江苏快三开奖结果  CICISANJIASHIDIANJIGOUJUNWEIDULIJIJINXIAOSHOUJIGOU,CIJUJIANGYOUZHUYUTUIDONGJIJINXIAOSHOUJIGOUZHUANBIANYEWUMOSHI,JIANGSHOUFEIFANGSHICONGSHOUQUSHENGOUSHUHUIDENGCHANPINXIAOSHOUFEIYONGDIAOZHENGWEIANTOUZIZHEBAOYOUZICHANGUIMOSHOUQUTOUZIGUWENFEIDEFANGSHI,ZHUJIANPEIYUDAIBIAOTOUZIZHELIYIDESHICHANGMAIFANGZHONGJIEJIGOU。

江苏快三开奖结果  YUCHUANTONGDEJIYU“MAIFANGDAILI”DEJIJINXIAOSHOUMOSHIXIANGBI,JIJINTOUGUCAIYONG“MAIFANGDAILI”MOSHI,CHENGXIANLIANGDABUTONGTEDIAN:

江苏快三开奖结果  YISHI,GUOQUZIGUANJIGOU、XIAOSHOUJIGOUHUOQUDELIYIFENBIELAIZIYUGUANLIFEI、XIAOSHOUFEIYONG,ERZHEZHIJIANHUODUOHUOSHAOYOUYIDINGLIYICHONGTU,ERJIJINTOUGUTONGGUOJIANMIANSHENGOUFEIHESHOUQUYIDINGDEZHANGHUGUANLIFEI,YUKEHULIYIGENGHAODIBANGDING。

  二是,基金投顧可以接受全權委托,根據與客戶協議約定的投資組合策略,投顧可以代客戶作出具體基金投資品種、數量和買賣江苏快三开奖结果時機的決策,并代客戶執行基金產品申購、贖回、轉換等交易申請,開展管理型基金投資顧問服務。

  助力坐實主賬戶,提升客戶粘度

  ZAIDUOWEISHOUFANGRENSHIKANLAI,YINXINGZHUDONGSHENQINGJIJINTOUGUSHIDIANZIGE,ZUIDADEDIQILAIZIYUQIXIONGHOUDEKEHUJICHU。

  “如果銀行有了基金投顧資格,很多事情都可以做。”一位華南城(港股01668)商行資管部總經理認為。

  ZAITAKANLAI,YINXINGMUQIANJINGYINGDELICAIYEWUGENGDUODESHIZAI“MAICHANPIN”,JIJINTOUGUZESHIZHANZAIKEHUDEJIAODU,JIESHOUKEHUQUANQUANWEITUO,WEIKEHUZUOZICHANPEIZHI。

  “ZHEYANGKEYIFANGBIANYINXINGWEILAIYIZHANGHUDEFANGSHIQUYINGXIAOKEHU,KEHUZHIYAOZAIYINXINGKAILIYIGEQUANQUANWEITUODELICAIZHANGHU,QIANSHUTOUGUHETONG,YINXINGJIUKEYIGENJUHETONGYUEDINGDAIKEHUZUOZICHANPEIZHI,ERZHEDEGUANXIJIANGBANGDINGDEGENGJIAJINMI。”QIANSHUZIGUANBUZONGJINGLICHENG。

  MUQIANBIJIAOCHANGJIANDEQINGKUANGSHI,KEHUZAIGOUMAILICAICHANPIN、JINXINGZICHANPEIZHISHI,WANGWANGBUHUIZHIXUANZEYIJIAYINXING。“KENENGZAIZHEJIAYINXINGMAIGUPIAOXINGCHANPIN,ZAILINGYIJIAMAIZHAIQUANXINGCHANPIN,XIANGDUIFENSAN,CHANPINDAOQIZHIHOUYEKENENGZHUANZOU。”YOUGUFENXINGKEHUJINGLICHENG。

  ERQUDEJIJINTOUGUZIGEZHIHOU,ZHEYIQINGKUANGHUOJIANGDEDAOGAISHAN。“KEHUZAIHEYINXINGQIANSHUTOUGUHETONGHOU,ZHISHAODABUFENDEZICHANPEIZHIDOUHUIZAIZHEYIGEZHANGHU、ZHEYIJIAYINXING,YOUYINXINGTIGONGZHENGTIDETOUGUFUWUFANGAN,FUGAIGELEIZICHANPEIZHI,KEHUGENGBURONGYILIUSHI。”QIANSHUZIGUANBUZONGJINGLIBIAOSHI。

江苏快三开奖结果  DUOWEISHOUFANGRENSHIYEYIZHIRENWEI,SHANGYEYINXINGYOUYIJIJINTOUGUSHIDIANZIGE,GENGDUODISHIWEILEJINGYINGHEFUWUGAOJINGZHIKEHU,NENGQUDEGENGGAODEZHONGSHOUGONGXIAN、GUIMOGONGXIAN。“XIAOBAIKEHUKEYITONGGUOZAIXIANZHINENGTOUGUZHEZHONGXIANSHANGMOSHILAIFUWU。”

  YIWEIZHONGXINGYINXINGCAIFUGUANLIBUZONGJINGLIYEXIANGQUANSHANGZHONGGUOJIZHEBIAOSHI,YINXINGQUDETOUGUSHIDIANZIGEHOU,YOUXITONGZIDONGYUNSUANDEZAIXIANZHINENGTOUGUYEYOUWANGZHENZHENGLUODI。

江苏快三开奖结果  SHISHISHANG,YIYOUDUOJIAYINXINGFABUZAIXIANZHINENGTOUGUFUWU。YIPINGANYINXINGWEILI,ZAOZAI2017NIAN,GAIXINGJIUTUICHUPINGANKOUDAIYINXINGZHINENGTOUZIGUWEN,KEHUZAIAPPSHANGJIUNENGHUODEFENGXIANPIANHAOPINGGU、ZICHANPEIZHIJICHANPINZUHEDEZHUANYEJIANYI,TOUZIMENJIANDIYU1WANYUAN,CHANPINZUHEKEYIJIANXIADAN。

  “在沒有投顧資格的時候,銀行和客戶都只是代銷法律關系,在線智能投顧也更多地呈現代銷平臺角色,向大眾江苏快三开奖结果客戶提供標準化的服務,簡單來說就是還沒有形成成熟的業務模式。”有股份行財富管理部人士認為。

  TARENWEI,YINXINGQUDETOUGUZIGEHOU,ZAIXIANZHINENGTOUGUDEZUOYONGNENGGOUDEDAOGENGHAODEFAHUI,YOUQISHIZAITANTAORUHEYUKEHUJIANLIYEWUGUANXIZHEGECENGMIAN。

  銀行離專業投顧還有多遠?

  SHISHISHANG,JIYUBUTONGDEKEHUJICHU、TOUGUDUIWUHETOUZINENGLIJIANSHEJINZHAN,DUOWEISHOUFANGRENSHIRENWEI,YOUNENGLISHENQINGJIJINTOUGUSHIDIANZIGEDEYINXINGBINGBUDUO。

江苏快三开奖结果  ZHANZAIYINXINGZISHENJIAODU,RENDEYINSUZUIWEIZHONGYAO。“JIRANSHIZHUYAOFUWUYUGAOJINGZHIKEHU,JIUXUYAODAZAOYIZHIJUBEIDULITOUZINENGLIDETOUGUDUIWU,ZHEDUIDABUFENDEZHONGXIAOYINXINGLAISHUODOUSHIYIDAO‘TIEMENJIAN’。”QIANSHUGUFENXINGCAIFUGUANLIBURENSHIRENWEI。

  在前述中型銀行財富管理部總經理看來,接受客戶的全權委托后,銀行的專業投顧就相當于一個基金經理,其職業素養基本上應該視同于基金經理的標準,要有自己的投資邏輯,銀行自身也應當建立與基金公司類似的風控體系、投資文化

江苏快三开奖结果  CIWAI,ZHUANYETOUGUZAIWEIGAOJINGZHIKEHUJINXINGFUWUSHI,YEXUYAOZHUYILIANGDAGUANJIANDIAN:

  YISHIKEHUDUANDEYINGXIAOHEFUWUMOSHIXUYAOCHAYIHUA。GAOJINGZHIKEHUYUPUTONGKEHUDEFUWUQUDAO、FUWUTIXIBINGBUYIZHI,XUYAOZUOHAOGENGJIAXIHUADEKEHUFENCENG。

  ERSHICHANPINDUANYAOZUGOUFENGFU。TOUGUMOSHIXIA,XUYAOZHANZAIKEHUJIAODUKAOLVRUHEPEIZHICHANPIN,ZHENGGECHANPINDEYINJIN、TUIJIANDOUBIANDEBUYIYANGLE,XUYAOFENGFUZHENGGECHANPINKU,QIZHONGDABUFENKENENGDOUXUYAOCONGXINGWAIQUANSHICHANGCAIGOU。

  ZHIYUSHIFOUXUYAOXUNSUGENSHANGPINGANYINXINGDEBUFA,CHANGSHISHENQINGTOUGUZIGE,DUOWEIYINXINGRENSHIBIAOSHI,“KEYIXIANTAOLUN,DANBUYIDINGHUIXUNSUGENJIN”。

  “BINGBUSHISHUOSHUIXIANQUDESHIDIANZIGE,SHUIJIUYOUXIANFAYOUSHI,GENGZAOSHENQINGPAIZHAOQUESHIKEYIXIANJINXINGYEWUMOSHITANTAO,DANHOUFAZHEYEYOUHENDUODONGXIKEYIMOFANG,ZHEBINGBUSHIWUFAFUZHIDE。”QIANSHUHUANANCHENGSHANGXINGZIGUANBUZONGJINGLIBIAOSHI。

  ZAITAKANLAI,YISHIGAOJINGZHIKEHUDESHICHANGRONGLIANGZUGOUDA,NENGRONGXIAGENGDUODEJINGZHENGZHE;ERSHIGAOJINGZHIKEHUFUWUGENGDUODEHUANXUYAOMIANDUIMIAN,ZHEJIUYAOQIUYINXINGZAIDANGDIYOUGENGDADESHICHANGQUDAO,NENGGOUFUGAIDAOBUFENKEHU。“BINGBUSHISHUIXIANZUOJIUNENGZUODEZUIHAO。”

江苏快三开奖结果BENWENNEIRONGJINDAIBIAOZUOZHEGUANDIAN,BUDAIBIAOBENZHANLICHANG,RURUOZHUANZAI,QINGZHUMINGCHUCHU:http://fzdlky.com/redian/guzhi/49602.html

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