\n\u003Cp>①投資信託は1万円以上の定時定額購入取引を新規・増額契約し、7月22日から10月20日までに1回以上の引き落としの確認ができた顧客に同500円分、②iDeCoは加入申込(移換および運営管理機関変更、インターネット契約の加入申込を含む)で同500円分。「『kids smile 笑顔でつなぐ未来基金』QUOカード」は、カードの収益の一部(カード1枚につき50円)が、株式会社クオカードが公益財団法人パブリックリソース財団内に創設したオリジナル基金の「笑顔でつなぐ未来基金」に寄付され、子どもたちを笑顔するための活動に役立てられる。\u003C/p>",[146,149,152,156,158,160,162,164,166,168,170,172,174,176,178,180,182,184,186,190,194,198,202,206,209,213,216,220],{"meta_id":147,"post_id":102,"meta_key":148,"meta_value":141},6969041,"subscription",{"meta_id":150,"post_id":102,"meta_key":151,"meta_value":110},6969042,"online_listing_flg",{"meta_id":153,"post_id":102,"meta_key":154,"meta_value":155},6969043,"public_datetime","2025/07/21 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title=\"toushin-fundland-06\">","toushin-fundland-06",[236],{"term_taxonomy_id":237,"taxonomy":116,"term":238},2777,{"term_id":237,"name":239,"slug":240,"term_group":16,"term_order":16},"投信営業最前線","frontline",[242,244,246],{"term_taxonomy_id":48,"taxonomy":25,"term":243},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":245},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":124,"taxonomy":25,"term":247},{"term_id":124,"name":126,"slug":127,"term_group":16,"term_order":16},[249],{"term_taxonomy_id":17,"taxonomy":19,"term":250},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],"3",{"id":254,"title":255,"summary":256,"slug":257,"published_at":106,"image_url":258,"thumbnail_data":259,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":262,"tags":265,"series":272,"back_number":275,"short_title":255,"post_type":140,"subscription":252,"is_show_feature_image":142,"paywall_character_count":143},311180,"栃木県 投資一任など新サービス FD重視し販売偏重を避ける","栃木県内金融機関の2024年度の投資信託販売は、好調な市況や新しい少額投資非課税制度(新NISA)の影響などで好調に推移した。しかし、25年2月に、米トランプ政権が相互関税政策を発表すると、市場環境が悪化し、多くのファンドで基準価額が下落した。25年3月末の県内金融機関合計の投信預かり資産残高は前年同月末比404億9,000万円増(+6.6%)の6,562億円。ただ、24年12月末比では232億400万円減少(▲3.4%)している。\r\n\r\n顧客を4つにセグメントし対応\r\n足利銀行は、23年度下期より投信預かり資産残高増に注力し、富裕層が持つ各種資産を総合的に管理するウェルスマネジメントを推進している。顧客を富裕層、アフルエント層、アッパーマス層、マスリテール層の4つに区分し、各層の課題に対応している。\r\n富裕層・アフルエント層には、24のブロック個人営業部に所属する287人のライフプランア","%e6%a0%83%e6%9c%a8%e7%9c%8c%e3%80%80%e6%8a%95%e8%b3%87%e4%b8%80%e4%bb%bb%e3%81%aa%e3%81%a9%e6%96%b0%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%80%80%ef%bd%86%ef%bd%84%e9%87%8d%e8%a6%96%e3%81%97%e8%b2%a9","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-20.webp",{"src":260,"alt":110,"title":261},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-20.webp\" alt=\"\" title=\"toushin-fundland-20\">","toushin-fundland-20",[263],{"term_taxonomy_id":237,"taxonomy":116,"term":264},{"term_id":237,"name":239,"slug":240,"term_group":16,"term_order":16},[266,268,270],{"term_taxonomy_id":48,"taxonomy":25,"term":267},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":269},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":124,"taxonomy":25,"term":271},{"term_id":124,"name":126,"slug":127,"term_group":16,"term_order":16},[273],{"term_taxonomy_id":17,"taxonomy":19,"term":274},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],{"id":277,"title":278,"summary":279,"slug":280,"published_at":281,"image_url":282,"thumbnail_data":283,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":286,"tags":289,"series":296,"back_number":299,"short_title":278,"post_type":140,"subscription":252,"is_show_feature_image":142,"paywall_character_count":300},27384,"神奈川県 非対面チャネルの活用増加 預かり資産担当者の配置変更も","神奈川県内の金融機関では、推進体制の見直しや従業員の配置を変更する動きが活発化している。各機関ともにアプリやインターネットサービスの活用促進など、非対面チャネルへの移行が目立つ。\r\n\r\nチャネル利便高め提案強化\r\nコンコルディア・フィナンシャルグループ(FG)は、2025年度からスタートした3カ年の新中期経営計画で「お客さまの利便性を高めつつリソース配分を見直し、ストックビジネスを強化」する方針を掲げた。\r\n中核となる横浜銀行は、預かり資産推進で顧客のライフプランなどに応じた「ゴールベースアプローチ」に基づくポートフォリオ提案を一層進めるため、推進体制を見直した。\r\n具体的には、富裕層や準富裕層に対しては対面でのアプローチを強化する。提案ツールの拡充や担当者の専門性を高めることによって、CS(顧客満足)・CX(顧客体験)の向上につなげ、ストックビジネスを加速させる考えだ。\r\n一方、マス層に","%e7%a5%9e%e5%a5%88%e5%b7%9d%e7%9c%8c%e3%80%80%e9%9d%9e%e5%af%be%e9%9d%a2%e3%83%81%e3%83%a3%e3%83%8d%e3%83%ab%e3%81%ae%e6%b4%bb%e7%94%a8%e5%a2%97%e5%8a%a0%e3%80%80%e9%a0%90%e3%81%8b%e3%82%8a%e8%b3%87","2025-07-13T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-18.webp",{"src":284,"alt":110,"title":285},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-18.webp\" alt=\"\" title=\"toushin-fundland-18\">","toushin-fundland-18",[287],{"term_taxonomy_id":237,"taxonomy":116,"term":288},{"term_id":237,"name":239,"slug":240,"term_group":16,"term_order":16},[290,292,294],{"term_taxonomy_id":48,"taxonomy":25,"term":291},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":293},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":124,"taxonomy":25,"term":295},{"term_id":124,"name":126,"slug":127,"term_group":16,"term_order":16},[297],{"term_taxonomy_id":17,"taxonomy":19,"term":298},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],"200",{"id":302,"title":303,"summary":304,"slug":305,"published_at":281,"image_url":306,"thumbnail_data":307,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":310,"tags":311,"series":326,"back_number":327,"short_title":303,"post_type":328,"subscription":141,"is_show_feature_image":142,"paywall_character_count":300},308682,"太陽生命、亀有信金で「長生きMy介護」販売","太陽生命保険は7月1日、亀有信用金庫(東京都)で「長生きMy介護」(無配当利率変動型一時払終身生活介護年金保険〈001〉)の販売を開始した。\r\n同商品は「資金準備をしながら老後の介護に備えたい」という顧客のニーズに応える円建ての終身介護保険。予定利率は契約月ごとに決まり、国内金利を機動的に反映させ、所定の介護を要する状態に該当したとき、一生涯介護年金を受け取れる。また、初回に受け取る介護年金が手厚くなっており、住宅のリフォームや介護用ベッドといった負担の大きい介護初期にかかる費用に備えられる。","%e5%a4%aa%e9%99%bd%e7%94%9f%e5%91%bd%e3%80%81%e4%ba%80%e6%9c%89%e4%bf%a1%e9%87%91%e3%81%a7%e3%80%8c%e9%95%b7%e7%94%9f%e3%81%8dmy%e4%bb%8b%e8%ad%b7%e3%80%8d%e8%b2%a9%e5%a3%b2","https://img.nikkinonline.com/wp/wp-content/uploads/2024/04/12_E4BF9DE999BAE7AA93E8B2A9E68385E5A0B1_.webp",{"src":308,"alt":110,"title":309},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2024/04/12_E4BF9DE999BAE7AA93E8B2A9E68385E5A0B1_.webp\" alt=\"\" title=\"12_保険窓販情報_\">","12_保険窓販情報_",[],[312,314,319,324],{"term_taxonomy_id":48,"taxonomy":25,"term":313},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":315,"taxonomy":25,"term":316},2409,{"term_id":315,"name":317,"slug":318,"term_group":16,"term_order":16},"保険窓販","bancassurance",{"term_taxonomy_id":320,"taxonomy":25,"term":321},2412,{"term_id":320,"name":322,"slug":323,"term_group":16,"term_order":16},"証券・保険","securities-insurance",{"term_taxonomy_id":124,"taxonomy":25,"term":325},{"term_id":124,"name":126,"slug":127,"term_group":16,"term_order":16},[],[],"report",{"id":330,"title":331,"summary":332,"slug":333,"published_at":334,"image_url":335,"thumbnail_data":336,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":339,"tags":342,"series":349,"back_number":352,"short_title":331,"post_type":140,"subscription":252,"is_show_feature_image":142,"paywall_character_count":300},311327,"群馬県 広がるトスアップ体制 専門性と提案力向上へ","群馬県内金融機関の2024年度の投信販売実績合計は、販売件数が164万8,668件で販売額が1,273億8,600万円となった。23年度比で販売件数は32万2,427件増(+24.3%)、販売額は78億100万円伸ばした(+6.5%)。25年3月末投信預かり資産残高は、国内外の株価下落による運用悪化などで3,902億5,200万円と前年同月末比117億1,100万円減少(▲2.9%)した。24年度は販売体制を変更する金融機関が多く、特に業務の効率化と顧客への専門的なアドバイス提供でトスアップ体制を本格導入する動きがみられた。各機関とも新しい少額投資非課税制度(新NISA)キャンペーンの実施や職域セミナーなどでNISA口座の開設数を伸長。25年度は人材のスキルアップと、次世代の専門人材を意識した施策展開が広がる見通しだ。\r\n\r\n地区個人営業部を13拠点新設\r\n群馬銀行の24年度の投信販売実績","%e7%be%a4%e9%a6%ac%e7%9c%8c%e3%80%80%e5%ba%83%e3%81%8c%e3%82%8b%e3%83%88%e3%82%b9%e3%82%a2%e3%83%83%e3%83%97%e4%bd%93%e5%88%b6%e3%80%80%e5%b0%82%e9%96%80%e6%80%a7%e3%81%a8%e6%8f%90%e6%a1%88%e5%8a%9b","2025-06-08T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-12.webp",{"src":337,"alt":110,"title":338},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-12.webp\" alt=\"\" title=\"toushin-fundland-12\">","toushin-fundland-12",[340],{"term_taxonomy_id":237,"taxonomy":116,"term":341},{"term_id":237,"name":239,"slug":240,"term_group":16,"term_order":16},[343,345,347],{"term_taxonomy_id":48,"taxonomy":25,"term":344},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":346},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":124,"taxonomy":25,"term":348},{"term_id":124,"name":126,"slug":127,"term_group":16,"term_order":16},[350],{"term_taxonomy_id":17,"taxonomy":19,"term":351},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],{"id":354,"title":355,"summary":356,"slug":357,"published_at":358,"image_url":359,"thumbnail_data":360,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":363,"tags":366,"series":371,"back_number":374,"short_title":355,"post_type":140,"subscription":141,"is_show_feature_image":142,"paywall_character_count":143},311169,"佐野信金、NISA口座開設で現金プレゼント","佐野信用金庫(栃木県)は5月1日から9月30日まで、「NISA口座開設キャンペーン」を実施している。期間中に同信金で少額投資非課税制度(NISA)口座の開設を申し込んだ顧客に500円を進呈する。他金融機関からの移管も対象となる。","%e4%bd%90%e9%87%8e%e4%bf%a1%e9%87%91%e3%80%81nisa%e5%8f%a3%e5%ba%a7%e9%96%8b%e8%a8%ad%e3%81%a7%e7%8f%be%e9%87%91%e3%83%97%e3%83%ac%e3%82%bc%e3%83%b3%e3%83%88","2025-05-25T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-20.png",{"src":361,"alt":110,"title":362},"\u003Cimg 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