The "push ticket model" represented by the rate of return has been popular in this market for decades. Risk factors are deliberately hidden, and various forms of scams are full of tricks. Small and medium-sized investors in a weak position often become victims. Brokerage business of securities firms, including securities investment consultants (hereinafter referred to as "investment consultants") as intermediaries, is positioned as service in the process in the market. However, in order to cater to customers' pursuit of yield, the result service has been misled and the work of "asset management department" has been done. As a result, the process service and the result service have not been done well, and a large number of retail investors have been exposed to high-risk markets, and they are generally helpless to become ghosts. This general exposure under high risk is often concealed by the simple demand of "investing to make money". Therefore, whether it is the huge demand hidden by the general helplessness of small and medium-sized investors or the work to be done to rebuild the trust and dependence between brokers and customers, there is an unprecedented display space, rather than confusion and waiting. Improving customer survival rate is a strategic thinking that intermediary service agencies must take seriously, and investor education is the best starting point.
Investor education and brokerage services have a broad space, which will surely become the next outlet!