The difference between wealth management of securities companies and tripartite wealth

1. A third-party wealth management institution refers to an independent intermediary institution, independent of banks, insurance and other financial institutions, which provides financial planning and product promotion services for customers according to their needs, financial situation and life stage.

2. Wealth management transformation has become an important strategic direction for securities companies. The operating data of the securities industry in 20021year shows that the securities industry has continuously promoted the transformation of wealth management and improved its wealth management ability to serve residents.