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国内基金投顾发展现状及银行参与投顾浅析丨2021中国资产管理发展趋势报告_天天基金网

本文节选自《2021中国资产管理发展趋势报告》,获取更多报告详细内容,请关注9月17日在上海举行的“2021中国资产管理年会”。自2019年证监会下发《关于做好公开募集证券投资基金投资顾问业务试点工作的通知》(以下简称“基金投顾业务通知”)以来,截至7月9日,已有53家机构拿到了基金投顾的业务试点资格,其中包括了22家公募基金,25家证券公司,3家银行,3家第三方独立销售机构。 ....

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