What s going on with fund advisory? What about fund advisory?

The underlying investment is an all-round investment that does not expect dynamic capital adjustments; Only general investments will be considered, small investments will be made. Experienced investors do not do this, believing that doing so will make investors feel less involved and may not meet their expectations. Sample.

The basic investment institution has passed the record of the State Securities Regulatory Commission and obtained the pilot qualification; Pilot institutions for basic investments are more than just accepting customers. The client can also engage in basic investment consulting, which directly or indirectly provides reasonable strategies and recommendations to the client in accordance with the agreement. In order to obtain corresponding economic benefits, the underlying investment strategy should be regarded as a public offering of the underlying product or the same type of product approved by the China Securities Regulatory Commission.

Extended Information: 1The biggest difference between investment and previous investment consultants is that Lao Luo believes that it is based on the customer's trust in the professionalism and ethics of the investment personnel, and carries out "discretionary financial management for customers".

Currently, the role of a company's investment advisor is to provide investment advice. Whether it is verbal or written (investment products), the end customer still relies on the customer to operate. If the ** account is directly entrusted to the ** company investment or practitioners, it is a violation of wealth management on behalf of customers strictly prohibited by the regulatory authorities.

However, there are many restrictions on "discretionary financial management" for investment and management. For example, Lao Luo's company is currently limited to the allocation of over-the-counter open public offerings**, and does not allocate ETFs, initial offerings**, closed operations**, and private placements**. Why is that?

Because those varieties are risky or illiquid. Another limitation is the proportion of investment. A single client's funds cannot be invested more than 20% in a single ** product.

The public offering itself has a limit on the investment proportion of a single ticket, and the investment further limits the investment ratio of a single product, further diversifying and reducing the risk. At the same time, in order to prevent moral hazard, the turnover rate of investment products will also be limited. 2.

Invest in more conscientious designs. **Investments are subject to an annual management fee. Similar to the ** management fee, accrued daily and deducted regularly.

Then, the ** investment staff will purchase, redeem and convert ** products on behalf of the customer according to the agreement, which may incur subscription fees, redemption and conversion fees. The cost borne by the customer is too high. Lao Luo's company stipulates that the subscription, redemption, and conversion fees can be deducted from the management service fee, so he is really conscientious.

3.There are a lot of illegal money management on behalf of customers in the market right now. The company itself will only issue a license after strict scrutiny by the regulators, and the investment and custody business is also further scrutinized and admitted by the regulators.

The investment advisory business of securities companies is born with professional talent reserves and capital strength.

Investment advisory refers to investment and financial management, accepting the entrustment of customers, helping individual investors to obtain income, and charging advisory service fees. That is, the investor hands over the money to a third-party institution, and the third-party institution takes care of the money instead of the individual, which also includes redemption, rebalancing, subscription and other items, and then the customer pays a certain fee every year.

**Investment advisory pilot institutions engaged in ** investment advisory business, can accept the entrustment of customers, provide them with ** portfolio strategy advice in accordance with the agreement, and directly or indirectly obtain economic benefits. **The subject matter of the portfolio strategy recommendation should be a public offering ** product or a similar product approved by the China Securities Regulatory Commission.

When investors conduct ** transactions, they generally collect redemption fees, subscription fees, sales service fees, custody fees, management fees and investment advisory fees for contracted investment advisory products. Among them, **investment advisor is similar to the investment advisor in **, which refers to an investment advisory institution with relevant qualifications, which accepts the entrustment of the customer, within the scope of the customer's authorization, in accordance with the agreement to make the choice of the specific variety, quantity and trading opportunity of the investment for the customer, and the customer carries out the transaction application of **product subscription, redemption, conversion, etc., at the same time, a certain investment advisory service fee is charged, and the investment advisory service fee is different for different institutions and different investment advisory products, such as, Those who are biased towards short-term financial management may be lower, and those who tend to be equity ** may have higher rates. In short, when choosing an investment advisor, investors should consider it comprehensively based on their own investment style and the actual situation of the investment advisory fee, and try to sign a product with a relatively low investment advisory fee.

There is a lot of knowledge in investment, and one of the investment methods is investment advisory, so how about investment advisory?

1. What is investment advisory?

Want to know what is it like to be an investment advisor? We must first understand what is an investment advisor? In fact, investment consulting simply means that the investor hands over the money to a third-party institution, and the service provider of a third-party institution replaces the investor to manage the money, including purchase, redemption, position adjustment, subscription, etc.

However, if you hand over your own funds to a third-party institution, then the investor needs to pay a sum of money to the third-party institution every year, which is equivalent to finding someone to help manage your finances. This is very good for beginners who have just entered the investment industry, and they can follow a third party to learn how to manage their finances and let professional people do professional things. Generally speaking, only novices will do this, and people with a little investment experience want to enter the market to invest by themselves, because they don't feel involved in handing over to a third party, and even if there is a profit, there will be no sense of satisfaction.

2. How is the investment advisor?

As mentioned above, this kind of investment advisory method is more suitable for investing in Xiaobai. This method is still relatively reliable, so that you can get a certain income from your money, and it will not be wasted. And this kind of first-class investment advisory institution is also recognized by the State Securities Regulatory Commission, and the qualification to invest is also in line with the law.

When the investment advisory institution helps customers take care of their money, they will also charge a certain fee accordingly, and indirectly obtain some economic benefits from it, which is more popular in the lower market, and investors will like to invest in the upper market.

3. Summary. Generally speaking, investment advisors are very friendly to novices, and they can temporarily get in touch with the market and have a learning process. However, novices should also choose a formal investment advisory institution, and cannot go to some illegal institutions to invest, which will also have corresponding adverse effects.

It's very good, and the content of this job is also very simple, and there is no special pressure, and it is very simple to operate and learn.

Investment consulting is a very good profession, and it is also a particularly popular profession. The future employment development is also very good.

It's very good, and I feel that this is also a very good career, and the salary of this profession is very high every month.

**Buy-side investment advisory mainly refers to an investment advisory institution with relevant qualifications, which accepts the entrustment of the customer, within the scope of the customer's authorization, in accordance with the agreement to make the choice of the specific variety, quantity and trading opportunity of the investment for the customer, and carries out the transaction application of ** product subscription, redemption and conversion on behalf of the customer; **Buy-side investment advisors are still good, serving investors with their own professional asset allocation capabilities and ** optimization capabilities to help investors get better returns and better profit experience.

Buy-side investment advisors are actually driving the transition from sell-side investment advisors to buy-side investment advisors. The advantages of the third-party platform are the large number of customers, the perfect platform construction, and the strong technical level. Taking the Yingmi ** platform as an example, Yingmi and slow buyer investment advisors are always on the side of customers, continue to release slow goodwill to customers through actions and communication, and always choose customer interests first when customer interests conflict with their own interests.

The method is to be sensitive to customers, pay attention to the pain points of customers, reduce the fluctuation of the net worth curve with careful "investment", reduce the fluctuation of customer psychology with intimate "Gu", and accompany customers at various key nodes with continuous "Gu". I hope I can help you, and I can give you a big thumbs up.

**Buy-side investment advisory mainly refers to an investment advisory institution with relevant qualifications, which accepts the entrustment of the customer, within the scope of the customer's authorization, in accordance with the agreement to make the choice of the specific variety, quantity and trading opportunity of the investment for the customer, and carries out the transaction application of ** product subscription, redemption and conversion on behalf of the customer; **Investment consulting is still good, with its own professional asset allocation ability and ** optimization ability to serve investors, to help investors get better returns and better profit experience.

Generally speaking, the investment advisors are more experienced and can give investors a good plan.

To put it bluntly, this **investment consultant is to answer the ** questions for those who don't understand, and I think this profession is still very good.

The so-called investment advisor, as the name suggests, is an enterprise or individual that accepts the entrustment of customers to help individual investors obtain income, and will charge advisory service fees. To put it simply, you pay a service fee and then give the money to a professional to help you "make money".

As the saying goes, know yourself and know your opponent, and you will not be defeated in a hundred battles. The same is true for the ** wealth management industry. With the continuous development of modern science and technology economy, the industry is also changing rapidly, if you want not to be photographed on the beach, a good industry and track are extremely important, a good investment advisor, can analyze the various factors that affect the development of the industry and judge the influence of the industry, can guide the future development trend of the industry, judge the industry's financial value, investment risk, future prospects.

These can provide investors with a basis for decision-making or investment, and can be on this track all the way to Changhong.

The in-depth nature of investment consulting in a certain field determines its professionalism in a specific industry track, and for novices or people who do not know about emerging industries, the emergence of investment consulting can avoid many unknown risks. Yingmi and slow investment consulting is to use its advantages to maximize the interests of investors.

Yingmi and slow customer companionship is divided into three links: pre-investment, investment and post-investment. Each link is jointly participated by AI Xiaogu, the content team, the customer service team and the manager, and participates in the company of customers through multiple channels and forms. Before investment, through the planning of the four money investment concept + investment plan, guide and manage the user's investment expectations; In the investment, the investment reminder is carried out through the system, and the user is reminded to make investment adjustments in a timely manner according to multiple factors such as the adjustment of the manager's strategy and market changes; After investment, we will continue to accompany users through a variety of investment and education channels, provide psychological massage for users, manage expectations for users, and answer questions for users with timely market analysis. Thank you.

Before making an investment, let's first understand what an investment advisor is. To put it simply, an investment advisor is an investment advisor for users, who can hand over their investment funds to "investment advisors" and take care of them with full responsibility, including redemption, position adjustment, subscription, etc., to strive for long-term and stable returns for investors.

As we all know, the outcome of an investment is not determined by a single factor. If the user buys a single product when making an investment, the type of product and specific product he chooses, the redemption time, the rebate node, the holding period, etc., will affect the actual income level, and there may also be a problem that the investment risk is relatively hungry and concentrated.

Not only that, it is not easy for users to choose a good product that suits them. At present, there are a variety of products, and different managers have different management styles and performance, once the user chooses a single ** performance is not satisfactory or not suitable for themselves, the investment risk will be concentrated and released. In addition, even if the user chooses a single ** with good performance, it does not mean that it will definitely get good actual benefits.

Since most users will be affected by irrational investment behaviors such as "chasing up and down" and "short-term trading" when investing, the actual income will be far lower than the yield of the product.

Buy-side investment consulting has reversed the dilemma of "making money, but the people don't make money" that was confused in the industry in the past, and explored a solution based on the buyer's investment advisory model. With the continuous expansion of the number of customers covered by investment advisory services, the investment education activities carried out by various investment advisory institutions from offline to online are also increasing rapidly, and Yingmi and slow through the organic combination of investment advisory strategies, has gradually established a relationship of trust with customers, and guided the long-term and rational investment of customers through companionship and service, so as to realize the effective improvement of customer asset preservation and appreciation and profit experience, and truly practice the principle of "customer interests first".

With the steady progress of the work of the buy-side investment advisory test, the continuous improvement and upgrading of the regulatory system, and the continuous deepening of China's multi-level capital market, the market of the buy-side investment advisory business will obtain an opportunity period of high-quality development, and the scale and quality of the investment advisory will be improved simultaneously, providing benefits for the wealth management of Chinese residents, the realization of inclusive finance and common prosperity. Hope to help the subject.