基金投顾试点将扩容
2026-07-17 01:19:14
据上证报报道，西部证券、长江证券、东北证券、华福证券等多家券商已收到基金投顾试点相关通知，正筹备牌照申请，预计8月底前集中递交申报材料。2019年基金投顾试点启动，目前试点机构已有60家；截至2026年初，行业管理规模约4500亿元，累计服务客户数近1000万。
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