Wealth Management Transformation Research

Before 2005, the social capital of balance of production and living of people mostly used for savings deposits, the method of allocating assets through multiple channels to achieve wealth atmosphere has not formed. Rapid development after the reform of non-tradable shares, the capital market, money effect, make more and more people into the securities market at this time of the general public financial management mode gradually tend to buy shares, fund or direct investment and achieve wealth in a short span of a few years of rapid appreciation.However, as the 2008 financial crisis, days of restricted shares lifted, early investors profits shrink, the depth of the new investors hold up or even losses. This situation caused people to gradually give up the rights and interests class products, defected to the fixed income products, at the same time of trying to control the investment risk have to be.Brokers after the past few years the development of the brokerage business by macro economy, national policy and the impact of climate change is more and more big, the source of income gradually narrow. Brokers for survival and development, must broaden the income channels, by changing the original business model, efforts to achieve brokerage business transformation is the trend of The Times. The wealth management becomes the inevitable choice of the current.Brokerage, the foundation of survival is the branch of various business line and grassroots sales across the country. In the spring tide of transformation of wealth management, securities is directly related to the success of business transformation the success of the overall transformation, and even the relationship between the survival and development of the future. Business departments at the grass-roots level is both the transformation of movement of the vanguard soldiers and reform exploration of pilot. Based on this?...