Core Viewpoint - The China Securities Regulatory Commission has proposed to enhance the inclusiveness and adaptability of the Sci-Tech Innovation Board by introducing a growth tier and expanding the range of indices and ETFs, which will facilitate the inclusion of Sci-Tech Innovation Board ETFs in fund advisory configurations, thereby attracting more long-term capital to innovative enterprises [1][2]. Group 1 - The inclusion of Sci-Tech Innovation Board ETFs expands the investment scope for fund advisory services and indicates that more on-market ETFs will be included in the future [1]. - ETFs are currently the fastest-growing investment tools, characterized by a wide variety, low fees, and investment transparency, which, combined with the professional portfolio configuration and advisory capabilities of fund advisors, can help investors achieve better asset allocation [1][2]. - Fund advisory services, focusing on long-term investments, can attract more long-term capital to Sci-Tech Innovation Board enterprises, reducing market volatility and creating a win-win situation for investors and related companies [2]. Group 2 - Fund advisory businesses currently only support off-market ETFs, and the inclusion of on-market ETFs requires addressing fair pricing issues and developing corresponding settlement rules and systems [2]. - There is a lack of diverse QDII tools, commodity index funds, and off-market REITs index products in the domestic public fund sector, making it challenging for investors to achieve comprehensive asset allocation through fund advisory services [2]. - The rich configuration range and low trading fees of index funds can provide clients with a better investment experience [2].

新华财经北京6月20日电（记者闫鹏）中国证监会18日发布《关于在科创板设置科创成长层增强制度包 容性适应性的意见》，其中提出丰富科创板指数及ETF品类，将科创板ETF纳入基金投顾配置范围，促 进更多中长期资金向发展新质生产力集聚。 业内人士认为，此举有助于打通服务科技创新企业与居民财富管理之间的桥梁，是健全投资和融资相协 调的市场功能具体体现。基金投顾产品可基于科创板ETF构建更灵活和丰富的策略组合，为投资者提供 更适配其特点和需求的组合投资服务。 引导居民财富奔赴"新"高地 据中证指数官网，截至6月18日，沪市科创板ETF总数78只，产品总规模近2500亿元。科创板已成为A股 指数化投资比例最高的板块，已形成覆盖宽基、行业主题及策略等类型的全方位多层次科创板指数以及 ETF产品生态。 其中，科创板宽基ETF投资标的已覆盖科创50、科创100、科创200、科创综指，形成完整的科创宽基 ETF产品链，能充分满足投资者对科创板大盘、中盘、小盘、综合的投资需求。同时，科创板人工智 能、新能源、芯片设计、半导体材料设备、创新药等新质生产力关键领域的ETF也在持续丰富。 "科创板ETF的纳入拉开了基金投顾组合直接投资E ...

Group 1 - The core viewpoint of the article highlights that Huazhong Fund has been awarded the "Golden Bull Award for Fund Advisory Institutions" by China Securities Journal, emphasizing its commitment to investor-centric services and long-term wealth growth [1] - The Golden Bull Award is recognized as one of the most authoritative awards in China's capital market, assessing advisory institutions based on compliance, governance structure, and risk control [1] - Huazhong Fund aims to transform investment value curves into asset curves for clients, prioritizing customer interests in its business design and focusing on personalized and professional advisory services [1] Group 2 - In asset allocation, Huazhong Fund targets managing volatility and seeks better holding experiences through diversified asset combinations and risk parity models, rather than solely relying on macroeconomic analysis [2] - The company emphasizes the integration of advisory and educational services, enhancing client service capabilities and promoting long-term investment and asset allocation concepts [2] - In 2024, Huazhong Fund plans to launch intelligent account diagnosis services, providing tailored account configuration results, while leveraging financial technology to enhance investor experience [2]

Group 1 - The core concept of fund advisory is to serve as an investment consultant for funds [1] - Fund advisory emerged to address the issue where "funds make money, but investors do not" [4] - Fund advisory has advantages in helping investors achieve better returns through its dual role of "advising" and "investing" [5] Group 2 - Various industries utilize consultants, especially those with high specialization [2] - The article suggests that just as one needs a doctor for medical issues or a lawyer for legal problems, fund advisory serves a similar purpose in investment [7]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has approved E Fund Management Co., Ltd. to establish a wholly-owned subsidiary, E Fund Wealth Management Fund Sales (Guangzhou) Co., Ltd., marking a significant step in the company's expansion into wealth management services [1][2][3] Company Summary - E Fund Wealth has a registered capital of 100 million RMB and will focus on securities investment fund sales [2] - The establishment of E Fund Wealth is part of a broader trend in the industry, with a total of 9 fund sales subsidiaries now approved in the market [4][5] - E Fund has been preparing for this subsidiary's establishment since May 2023, responding to regulatory feedback and building a team of over 100 professionals across various functions [3][6] Industry Summary - The approval of E Fund Wealth aligns with recent policies aimed at supporting the development of fund advisory services, which have been gaining traction since the pilot program began in 2019 [3][5] - The industry is witnessing a shift towards wealth management, with regulatory support encouraging fund management companies to diversify their services [4][5] - The establishment of sales subsidiaries is seen as a strategy for fund companies to enhance their competitive edge and explore new profit growth opportunities [6]

Group 1 - The core concept of fund advisory is to serve as an investment consultant for funds [1] - Fund advisory emerged to address the issue where "funds make money, but investors do not" [4] - Fund advisory has advantages in helping investors achieve better returns through its dual role of "advising" and "investing" [5] Group 2 - Various industries utilize consultants, especially those with high specialization [2] - The article suggests that just as one needs a doctor for medical issues or a lawyer for legal problems, fund advisory serves a similar purpose in the investment realm [7]

随着易方达财富获准设立，"母公司的基金投顾牌照是否转移至子公司"、"原投顾团队是否会整建制入 驻子公司"等问题不仅关乎公司的业务开局，也将为公募机构在传统销售格局下探索差异化路径提供重 要观察样本。 6月8日，据北京商报、中国基金报等权威媒体报道，易方达基金近日获准设立全资子公司——易方达财 富管理基金销售（广州）有限公司（以下简称"易方达财富"）。该公司注册地位于广州，注册资本金1 亿元人民币，业务范围限定为证券投资基金销售。 数据来源：中国证监会 早在2023年5月，易方达基金便提交了设立基金销售子公司的申请。期间在2023年7月，证监会曾对其相 关申请文件提出反馈意见，问题主要包括经营范围中软件科技相关内容与基金销售业务的关联性、基金 托管机构的管理规模证明材料以及公平对待代销其他基金管理人产品的有关安排等。 时隔两年，易方达财富终获核准。后续易方达财富将推进基金销售业务资格和基金投资顾问资格的申 请，依托自有平台聚焦开展买方投资顾问服务。 中国基金业协会官网显示，目前已获批的公募基金销售子公司共有9家。除易方达财富和去年6月获批的 汇添富基金销售有限公司外，其余7家分别为嘉实基金、国金基金、万家基金、 ...

文 | 银行螺丝钉 （转载请注明出处） 基金投顾，顾名思义，就是基金的投资顾问。 很多行业都有顾问，特别是一些专业性很强的行业。 例如， 基金投资也是如此。 基金投顾的诞生，正是为了解决基金行业存在的"基金赚钱，基民不赚钱"的问题。 那么，基金投顾有哪些优势？ 是如何通过"投"和"顾"，帮助投资者获得好收益的呢？ 这里有一门限时免费的福利课程，介绍了基金投顾的方方面面。 想要获取这个课程，可以添加下方「课程小助手」，回复「 基金投顾 」领取哦～ 更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 ◆◆◆ ▼点击阅读原 文，免费学习大额家庭资产配置课程 • 看病吃药，需要医生，医生就是顾问； • 有法律问题，需要律师，律师也是顾问。 ...

Group 1 - The core viewpoint of the articles emphasizes the evolution and significance of fund advisory services in response to increasing market volatility and the growing demand for personalized wealth management [1][2][5] - The fund advisory business has expanded significantly since its pilot launch in October 2019, with over 60 institutions now participating, including banks, brokerages, and fund companies [2][5] - The industry is transitioning from a product-centric to a client-centric model, driven by supportive policies aimed at promoting long-term capital market participation [2][5] Group 2 - The average return for clients using fund advisory services has outperformed those who purchase funds independently, primarily due to differences in asset allocation and product selection [3][4] - Innovations in fund advisory services include linking them with public welfare initiatives and developing specialized products to meet diverse investor needs [3][4] - The introduction of AI technology is seen as a transformative factor in the fund advisory industry, enhancing customer service, investment decision-making, and risk management [6][7] Group 3 - AI tools are being utilized to improve efficiency in standard tasks, allowing human advisors to focus on high-value services, although AI cannot fully replace the emotional support and complex decision-making provided by human advisors [7][8] - The integration of AI in fund advisory services is still in its early stages, with varying levels of progress among institutions, but there is a consensus on its potential value [6][7] - Ensuring data security and compliance with regulations remains a critical concern for institutions using AI in their advisory processes [7][8]

这里有一门限时免费的福利课程，介绍了基金投顾的方方面面。 很多行业都有顾问，特别是一些专业性很强的行业。 例如， 基金投资也是如此。 基金投顾的诞生，正是为了解决基金行业存在的"基金赚钱，基民不赚钱"的问题。 那么，基金投顾有哪些优势？ 是如何通过"投"和"顾"，帮助投资者获得好收益的呢？ 文 | 银行螺丝钉 （转载请注明出处） 基金投顾，顾名思义，就是基金的投资顾问。 想要获取这个课程，可以添加下方「课程小助手」，回复「 基金投顾 」领取哦～ 更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 ◆◆◆ ▼点击阅读原 文，免费学习大额家庭资产配置课程 • 看病吃药，需要医生，医生就是顾问； • 有法律问题，需要律师，律师也是顾问。 ...