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8成民眾去年銀行財管帳戶報酬率低於5%
Jul 10th 2013, 02:52

【王立德/台北報導】今週刊與世新大學合作的「財富管理銀行客戶滿意度調查」今日發佈調查結果,調查指出,約8成受訪民眾去年銀行財富管理帳戶所得報酬率低於5%,對此有82%民眾表示「可接受」或「滿意」,而不滿意的人中,57%認為原因出在政府執政團隊,29%認為是總體環境所致,另有14%認為是大眾媒體的錯。

世新大學財務金融系系主任張淑華指出,台灣財富管理客戶對於「積極帶客戶進出」的理專滿意度最高,有6成民眾希望理專幫自己獲得高報酬,高逾9成的民眾希望理專可以給予停利、停損的建議。

世新大學財務金融學系教授張淑華。莊宗達攝

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