A “frontline war” surrounding the first batch of active ETFs has begun, and fund sales agencies such as brokerage firms are taking active action. According to reports, relying on ETF expansion dividends in recent years, the position of brokerage firms in the field of fund sales has improved markedly. The upcoming active ETF is seen as an all-new market for ETF sales. Industry insiders believe that the “entrance dividend” of consignment sales is not the same as winning in the end. From system transformation, risk planning, employee training, and product screening to investment service empowerment, from abandoning “only the initial launch scale” to refining the customer holding experience, brokerage firms should still cross multiple thresholds if they want to seize this round of opportunities.

A “frontline war” surrounding the first batch of active ETFs has begun, and fund sales agencies such as brokerage firms are taking active action. According to reports, relying on ETF expansion dividends in recent years, the position of brokerage firms in the field of fund sales has improved markedly. The upcoming active ETF is seen as an all-new market for ETF sales. Industry insiders believe that the “entrance dividend” of consignment sales is not the same as winning in the end. From system transformation, risk planning, employee training, and product screening to investment service empowerment, from abandoning “only the initial launch scale” to refining the customer holding experience, brokerage firms should still cross multiple thresholds if they want to seize this round of opportunities.