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逐鹿基金投顾 展业券商快速扩容至19家
Xin Hua Wang· 2025-08-12 06:26
Core Viewpoint - Two more securities firms, Everbright Securities and Guojin Securities, have officially launched their fund advisory services, expanding the number of firms actively offering these services to 19 out of 29 qualified firms [1][4]. Group 1: Launch of Fund Advisory Services - Everbright Securities has introduced the "Jin Yang Guang Guanjia" fund advisory service brand, while Guojin Securities launched its "Guojin 100" brand just a week prior [1][2]. - Both firms received their fund advisory pilot qualifications in July 2021 and have been preparing for nearly a year before launching [2]. Group 2: Service Features and Client Focus - Everbright Securities aims to shift its advisory services from a product-centric approach to a client-centric model, providing tailored fund combinations based on individual investment needs [2]. - Guojin Securities' "Guojin 100" offers five initial combinations and features an intelligent matching system for investment strategies, emphasizing a comprehensive service throughout the investment cycle [4]. Group 3: Expansion of External Channels - Many securities firms are actively expanding their external channels, collaborating with platforms like Ant Financial, Tiantian Fund, and Tencent's Licai Tong to enhance their fund advisory services [1][5]. - Seven firms have already launched fund advisory services on Ant Financial, and some have partnered with financial influencers to gain a competitive edge on third-party platforms [5]. Group 4: Importance of Sustainable Growth - The focus on sustainable growth in fund advisory services is highlighted, with several firms reporting signed advisory agreements exceeding 100 billion yuan [8]. - Firms emphasize that while scale is important, it should not be the primary goal; instead, the focus should be on matching the advisory service to suitable investors to enhance overall wealth management value [8][9].