of the same kind of funds in
Posted: Mon Dec 23, 2024 7:22 am
The operating costs and transaction costs generated by this are very high. When the customer purchases the investment advisory product, you can check whether the customer's self-investment account has the same kind of fund that the investment advisory account needs to purchase, and support the customer to transfer the same kind of fund to the investment advisory account, and then let the investment advisor help manage this part of the fund assets. For example, if the customer has China Merchants Shanghai-Shenzhen Index Fund shares in the self-investment account and the investment advisory account purchases Penghua Shanghai-Shenzhen Index Fund shares according to the strategy, it can be completely replaced with the product shares in the self-investment account without additional purchase.
This can not only avoid the customer's repeated israel phone number example purchase the assets that the customer can invest in investment advisory products in disguise. . Personalized investment advisory services At present, investment advisory services have not yet developed personalized services based on customer needs. There is a lack of long-term needs such as pension, education, medical care, and taxation. Both investment advisors and customers are overly focused on profit targets, which not only leads to the homogeneity of investment advisory products, but also fails to establish a stable trust relationship, which is not conducive to the long-term development of investment advisory business.
Only by guiding customers to set diversified goals, helping them to make good wealth planning and prompting them to shift short-term profit goals to long-term needs, can it be more conducive to the unification of goals between investment advisors and customers and promote the real qualitative change of investment advisory business. The conditions for providing services in this regard may not be mature yet, but we can make some arrangements and attempts in advance. For example, in terms of pension, although domestic investment advisory products have not yet been included in the personal pension account product system, it does not prevent us from getting involved in the scene construction through some services in advance.
This can not only avoid the customer's repeated israel phone number example purchase the assets that the customer can invest in investment advisory products in disguise. . Personalized investment advisory services At present, investment advisory services have not yet developed personalized services based on customer needs. There is a lack of long-term needs such as pension, education, medical care, and taxation. Both investment advisors and customers are overly focused on profit targets, which not only leads to the homogeneity of investment advisory products, but also fails to establish a stable trust relationship, which is not conducive to the long-term development of investment advisory business.
Only by guiding customers to set diversified goals, helping them to make good wealth planning and prompting them to shift short-term profit goals to long-term needs, can it be more conducive to the unification of goals between investment advisors and customers and promote the real qualitative change of investment advisory business. The conditions for providing services in this regard may not be mature yet, but we can make some arrangements and attempts in advance. For example, in terms of pension, although domestic investment advisory products have not yet been included in the personal pension account product system, it does not prevent us from getting involved in the scene construction through some services in advance.