财富管理转型提速 年末基金营销鏖战升级

经参证券
Dec 11, 2025

2025年的冬天,基金销售江湖的硝烟味,比以往任何一年都更加浓烈。当新基金在发行档期“撞车”,一场围绕流量、信任与专业服务的“暗战”,在各大App的理财首页、直播间的弹幕以及银行理财经理与客户的私聊对话框中悄然打响。第三方平台凭借流量“虹吸”效应高歌猛进,传统银行依托深厚家底奋力转型,券商则以专业投顾服务试图“后发制人”。潘悦制图互联网平台:流量深耕与内容突围打开任何一款主流理财App,2025...

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