\n\u003Cp>条件は、①同行に来店し、「ライフデザイン・ナビゲーション」を使用して資産形成に関する相談をすること(リモート面談も対象)、②同行の店舗にて、10万円以上の積立投資信託(新規または増額)の申し込みをすること、③同行普通預金に100万円以上の残高があること(相談日時点)――の3種類。さらに抽選で、Aコースは金地金(5g)を10人、Bコースはギフトカタログ(約6万円相当)を100人に進呈する。\u003C/p>",[149,152,155,159,163,167,171,175,179,182,186,189,193],{"meta_id":150,"post_id":102,"meta_key":151,"meta_value":144},7234791,"subscription",{"meta_id":153,"post_id":102,"meta_key":154,"meta_value":110},7234792,"online_listing_flg",{"meta_id":156,"post_id":102,"meta_key":157,"meta_value":158},7234793,"public_datetime","2025/09/22 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src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-07.png\" alt=\"\" title=\"toushin-news-07\">","toushin-news-07",[209],{"term_taxonomy_id":115,"taxonomy":116,"term":210},{"term_id":115,"name":118,"slug":119,"term_group":16,"term_order":16},[212,214],{"term_taxonomy_id":122,"taxonomy":25,"term":213},{"term_id":122,"name":124,"slug":125,"term_group":16,"term_order":16},{"term_taxonomy_id":127,"taxonomy":25,"term":215},{"term_id":127,"name":129,"slug":130,"term_group":16,"term_order":16},[217],{"term_taxonomy_id":133,"taxonomy":19,"term":218},{"term_id":133,"name":135,"slug":136,"term_group":16,"term_order":16},[],"200",{"id":222,"title":223,"summary":224,"slug":225,"published_at":226,"image_url":227,"thumbnail_data":228,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":231,"tags":234,"series":239,"back_number":242,"short_title":223,"post_type":143,"subscription":144,"is_show_feature_image":145,"paywall_character_count":220},27348,"三井住友銀、投信購入等でVポイントを進呈","三井住友銀行は6月16日から8月15日まで、「夏の『長期・分散投資』応援キャンペーン」を実施している。期間中に対象商品・サービスを購入・契約し、所定の条件を満たした顧客にVポイントをプレゼントする。\r\n特典①は国内投資信託の購入代金(購入金額に購入時手数料を加算した額)の合計額に応じて、最大5万ポイントを贈呈。購入代金合計が1,000万円以上2,000万円未満で1万ポイント、2,000万円以上3,000万円未満で2万ポイント、3,000万円以上4,000万円未満で3万ポイント、4,000万円以上5,000万円未満で4万ポイント、5,000万円以上で5万ポイント。\r\n特典②は期間中にSMBCファンドラップの契約金額(新規契約・追加入金)の合計額に応じて、最大5万ポイントを進呈する。期間中の契約金額合計が500万円以上1,000万円未満で5,000ポイント(6月13日時点でSMBCファンドラッ","%e4%b8%89%e4%ba%95%e4%bd%8f%e5%8f%8b%e9%8a%80%e3%80%81%e6%8a%95%e4%bf%a1%e8%b3%bc%e5%85%a5%e7%ad%89%e3%81%a7v%e3%83%9d%e3%82%a4%e3%83%b3%e3%83%88%e3%82%92%e9%80%b2%e5%91%88","2025-06-29T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-19.png",{"src":229,"alt":110,"title":230},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-19.png\" alt=\"\" title=\"toushin-news-19\">","toushin-news-19",[232],{"term_taxonomy_id":115,"taxonomy":116,"term":233},{"term_id":115,"name":118,"slug":119,"term_group":16,"term_order":16},[235,237],{"term_taxonomy_id":122,"taxonomy":25,"term":236},{"term_id":122,"name":124,"slug":125,"term_group":16,"term_order":16},{"term_taxonomy_id":127,"taxonomy":25,"term":238},{"term_id":127,"name":129,"slug":130,"term_group":16,"term_order":16},[240],{"term_taxonomy_id":133,"taxonomy":19,"term":241},{"term_id":133,"name":135,"slug":136,"term_group":16,"term_order":16},[],{"id":244,"title":245,"summary":246,"slug":247,"published_at":248,"image_url":249,"thumbnail_data":250,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":253,"tags":256,"series":261,"back_number":264,"short_title":245,"post_type":143,"subscription":144,"is_show_feature_image":145,"paywall_character_count":146},311087,"三菱UFJ信託銀、投信購入で定期預金に特別金利","三菱UFJ信託銀行は4月1日から6月30日まで、「ネットde投資信託セットプラン」を展開している。三菱UFJ信託ダイレクト(インターネットバンキング)で投資信託を1万円以上購入すると、定期預金(3カ月もの)に年2.0%のプラン専用金利を適用する。預入総額における構成比率は投資信託が1万円以上、定期預金は投資信託購入金額以下となる。また、投資信託は少額投資非課税制度(NISA)を利用した購入も対象。","%e4%b8%89%e8%8f%b1ufj%e4%bf%a1%e8%a8%97%e9%8a%80%e3%80%81%e6%8a%95%e4%bf%a1%e8%b3%bc%e5%85%a5%e3%81%a7%e5%ae%9a%e6%9c%9f%e9%a0%90%e9%87%91%e3%81%ab%e7%89%b9%e5%88%a5%e9%87%91%e5%88%a9","2025-04-13T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-14.png",{"src":251,"alt":110,"title":252},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-14.png\" alt=\"\" title=\"toushin-news-14\">","toushin-news-14",[254],{"term_taxonomy_id":115,"taxonomy":116,"term":255},{"term_id":115,"name":118,"slug":119,"term_group":16,"term_order":16},[257,259],{"term_taxonomy_id":122,"taxonomy":25,"term":258},{"term_id":122,"name":124,"slug":125,"term_group":16,"term_order":16},{"term_taxonomy_id":127,"taxonomy":25,"term":260},{"term_id":127,"name":129,"slug":130,"term_group":16,"term_order":16},[262],{"term_taxonomy_id":133,"taxonomy":19,"term":263},{"term_id":133,"name":135,"slug":136,"term_group":16,"term_order":16},[],{"id":266,"title":267,"summary":268,"slug":269,"published_at":270,"image_url":271,"thumbnail_data":272,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":275,"tags":281,"series":291,"back_number":294,"short_title":267,"post_type":143,"subscription":295,"is_show_feature_image":145,"paywall_character_count":146},311024,"しっかりニーズを受けとめる SBI新生銀行 柏フィナンシャルセンター 橋本 彩さん","個人富裕層を中心に資産運用を中心としたコンサルティング業務を展開するSBI新生銀行柏フィナンシャルセンター(FC)。2024年1月からの新しい少額投資非課税制度(新NISA)のスタートを機に来店客が急増する中、「しっかりニーズを受けとめて適切な提案をする」ことを徹底する橋本彩さんに取り組みを聞いた。\r\n――担当は。\r\n資産運用相談では、定期・外貨・仕組みなどの預金関連、投信、債券、円建て社債、保険商品などの提案を行っています。柏FCは開設して15年ほどなので、お客さまは50~70代の個人富裕層が中心です。新NISA開始の影響以外にも業務提携しているSBI証券がネット証券なので、リアルで相談したいという比較的若いお客さまも増えています。\r\n――資産運用相談で心掛けていることは。\r\n最初に「お客さまが望んでいることは何か」、しっかりニーズを受けとめて適切なご提案をすることが大事だと思っています","%e3%81%97%e3%81%a3%e3%81%8b%e3%82%8a%e3%83%8b%e3%83%bc%e3%82%ba%e3%82%92%e5%8f%97%e3%81%91%e3%81%a8%e3%82%81%e3%82%8b%e3%80%80sbi%e6%96%b0%e7%94%9f%e9%8a%80%e8%a1%8c-%e6%9f%8f%e3%83%95%e3%82%a3","2025-03-23T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-frontline-02.png",{"src":273,"alt":110,"title":274},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-frontline-02.png\" alt=\"\" title=\"toushin-frontline-02\">","toushin-frontline-02",[276],{"term_taxonomy_id":277,"taxonomy":116,"term":278},2777,{"term_id":277,"name":279,"slug":280,"term_group":16,"term_order":16},"投信営業最前線","frontline",[282,287,289],{"term_taxonomy_id":283,"taxonomy":25,"term":284},2399,{"term_id":283,"name":285,"slug":286,"term_group":16,"term_order":16},"働き方・学び","workstyle-learning",{"term_taxonomy_id":122,"taxonomy":25,"term":288},{"term_id":122,"name":124,"slug":125,"term_group":16,"term_order":16},{"term_taxonomy_id":127,"taxonomy":25,"term":290},{"term_id":127,"name":129,"slug":130,"term_group":16,"term_order":16},[292],{"term_taxonomy_id":66,"taxonomy":19,"term":293},{"term_id":66,"name":64,"slug":65,"term_group":16,"term_order":16},[],"3",{"id":297,"title":298,"summary":299,"slug":300,"published_at":301,"image_url":302,"thumbnail_data":303,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":306,"tags":309,"series":314,"back_number":317,"short_title":298,"post_type":143,"subscription":144,"is_show_feature_image":145,"paywall_character_count":146},311016,"三菱UFJ信託銀、ピーターラビットフェア展開","三菱UFJ信託銀行は3月3日から5月30日まで、「春のピーターラビットフェア」を実施している。「投資商品購入コース」では、期間中に同行に予約・面談し、投資信託・MUFGファンドラップを100万円以上申し込んだ顧客先着1万人にピーターラビットオリジナルの「トートバッグ&ステンレスボトル」または「トラベルポーチ3点セット」をプレゼントする。MUFGファンドラップの新規契約の場合は500万円以上、投資信託積立サービスを利用する場合は10万円以上で申し込め、少額投資非課税制度(NISA)を利用した購入も対象となる。","%e4%b8%89%e8%8f%b1ufj%e4%bf%a1%e8%a8%97%e9%8a%80%e3%80%81%e3%83%94%e3%83%bc%e3%82%bf%e3%83%bc%e3%83%a9%e3%83%93%e3%83%83%e3%83%88%e3%83%95%e3%82%a7%e3%82%a2%e5%b1%95%e9%96%8b","2025-03-16T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-04.png",{"src":304,"alt":110,"title":305},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-04.png\" alt=\"\" title=\"toushin-news-04\">","toushin-news-04",[307],{"term_taxonomy_id":115,"taxonomy":116,"term":308},{"term_id":115,"name":118,"slug":119,"term_group":16,"term_order":16},[310,312],{"term_taxonomy_id":122,"taxonomy":25,"term":311},{"term_id":122,"name":124,"slug":125,"term_group":16,"term_order":16},{"term_taxonomy_id":127,"taxonomy":25,"term":313},{"term_id":127,"name":129,"slug":130,"term_group":16,"term_order":16},[315],{"term_taxonomy_id":133,"taxonomy":19,"term":316},{"term_id":133,"name":135,"slug":136,"term_group":16,"term_order":16},[],{"id":319,"title":320,"summary":321,"slug":322,"published_at":301,"image_url":323,"thumbnail_data":324,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":327,"tags":330,"series":335,"back_number":338,"short_title":320,"post_type":143,"subscription":144,"is_show_feature_image":145,"paywall_character_count":146},311022,"J-FLEC、三菱UFJ銀と「お金の講座」を共催","金融経済教育推進機構(J-FLEC)は3月20日、岐阜市のマーサスクエアで「家族で学べるお金の講座」を三菱UFJ銀行岐阜支店と共催する。テーマは「おこづかいから学ぶお金の話」で、家族で知っておきたいお金の知識をクイズなどで楽しく学ぶことができる。講師はJ-FLEC認定アドバイザーの石原敬子氏で、参加費は無料。","j-flec%e3%80%81%e4%b8%89%e8%8f%b1ufj%e9%8a%80%e3%81%a8%e3%80%8c%e3%81%8a%e9%87%91%e3%81%ae%e8%ac%9b%e5%ba%a7%e3%80%8d%e3%82%92%e5%85%b1%e5%82%ac","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-10.png",{"src":325,"alt":110,"title":326},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-10.png\" alt=\"\" title=\"toushin-news-10\">","toushin-news-10",[328],{"term_taxonomy_id":115,"taxonomy":116,"term":329},{"term_id":115,"name":118,"slug":119,"term_group":16,"term_order":16},[331,333],{"term_taxonomy_id":122,"taxonomy":25,"term":332},{"term_id":122,"name":124,"slug":125,"term_group":16,"term_order":16},{"term_taxonomy_id":127,"taxonomy":25,"term":334},{"term_id":127,"name":129,"slug":130,"term_group":16,"term_order":16},[336],{"term_taxonomy_id":133,"taxonomy":19,"term":337},{"term_id":133,"name":135,"slug":136,"term_group":16,"term_order":16},[],{"id":340,"title":341,"summary":342,"slug":343,"published_at":344,"image_url":345,"thumbnail_data":346,"image_caption":110,"report_flag":112,"toushin_flag":112,"journal_flag":112,"categories":349,"tags":352,"series":357,"back_number":360,"short_title":341,"post_type":143,"subscription":295,"is_show_feature_image":145,"paywall_character_count":146},323211,"みずほ銀、NISA相談でおこめ券をプレゼント","みずほ銀行は2月10日から5月9日まで、「みずほ銀行にNISA相談でおこめ券プレゼントキャンペーン」を実施している。条件を満たすと全国共通おこめ券(1枚当たり440円分)を贈る。\r\n「プレゼントA」は同行に来店し、少額投資非課税制度(NISA)の相談とアンケートの回答でおこめ券1枚を進呈する。条件は同行の店舗でNISA口座開設や同口座での運用について相談、同行の普通預金口座に1万円以上残高があること(相談日時点)、 相談時点で同行にNISA口座を保有していないこと、オンライン上でのアンケートに回答すること。「プレゼントB」は家族や友人を紹介し、被紹介者がNISAの\r\n相談とアンケートに回答で、紹介者と被紹介者それぞれにおこめ券を1枚ずつプレゼントする。条件は家族や友人を紹介し、紹介された顧客が同行の店舗でNISA口座開設や同口座での運用について相談、紹介者と被紹介者それぞれが同行の普通預金","%e3%81%bf%e3%81%9a%e3%81%bb%e9%8a%80%e3%80%81nisa%e7%9b%b8%e8%ab%87%e3%81%a7%e3%81%8a%e3%81%93%e3%82%81%e5%88%b8%e3%82%92%e3%83%97%e3%83%ac%e3%82%bc%e3%83%b3%e3%83%88","2025-02-23T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-09.png",{"src":347,"alt":110,"title":348},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/08/toushin-news-09.png\" alt=\"\" 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