\n\u003Cp>\u003Cstrong>掲載記事は\u003Cspan style=\"color: #0000ff;\">\u003Ca style=\"color: #0000ff;\" href=\"https://www.nikkinonline.com/article/329248\">こちら\u003C/a>\u003C/span>\u003C/strong>\u003C/p>",[142,146,150,154,157,161,164,168,171,175,178,182,186],{"meta_id":143,"post_id":102,"meta_key":144,"meta_value":145},7307954,"_edit_lock","1760061131:5",{"meta_id":147,"post_id":102,"meta_key":148,"meta_value":149},7307955,"_edit_last","23",{"meta_id":151,"post_id":102,"meta_key":152,"meta_value":153},7307993,"_thumbnail_id","330702",{"meta_id":155,"post_id":102,"meta_key":156,"meta_value":137},7307994,"subscription",{"meta_id":158,"post_id":102,"meta_key":159,"meta_value":160},7307995,"_subscription","field_68b4f7c75a789",{"meta_id":162,"post_id":102,"meta_key":163,"meta_value":110},7307996,"online_listing_flg",{"meta_id":165,"post_id":102,"meta_key":166,"meta_value":167},7307997,"_online_listing_flg","field_68b4f7e15a78a",{"meta_id":169,"post_id":102,"meta_key":170,"meta_value":139},7307998,"paywall_character_count",{"meta_id":172,"post_id":102,"meta_key":173,"meta_value":174},7307999,"_paywall_character_count","field_68b4f7fb5a78b",{"meta_id":176,"post_id":102,"meta_key":177,"meta_value":110},7308000,"show_feature_image",{"meta_id":179,"post_id":102,"meta_key":180,"meta_value":181},7308001,"_show_feature_image","field_68b4f8115a78c",{"meta_id":183,"post_id":102,"meta_key":184,"meta_value":185},7308322,"_ame_cpe_post_policy","{\"accessProtection\":{\"active\":\"replace\"}}",{"meta_id":187,"post_id":102,"meta_key":188,"meta_value":189},7308323,"_wp_old_date","2025-10-06",[191,219,247,271,296,320,344,365],{"id":192,"title":193,"summary":194,"slug":195,"published_at":196,"image_url":197,"thumbnail_data":198,"image_caption":110,"report_flag":111,"toushin_flag":111,"journal_flag":111,"categories":201,"tags":207,"series":214,"back_number":217,"short_title":193,"post_type":136,"subscription":218,"is_show_feature_image":138,"paywall_character_count":139},331748,"山口県 取引の深掘り、顧客接点の拡大に力 山口FG、預かり資産残高を2,000億円純増へ","山口フィナンシャルグループ(FG)は、2025年度から5カ年の中期経営計画をスタートさせた。資産サポート戦略では、グループ傘下の3行(山口、北九州、もみじ)とワイエム証券の投資信託やファンドラップなどの残高を積み上げていく。具体的には、純増額を29年度までの5年間で累計2,000億円にする計画。24年度実績は、単年度の純増額が310億円だった。\r\n力を入れるのが職域セールスだ。取引先企業の経営者や従業員のほか、その家族に対して、資産形成の機会を提供する。営業店での対面とスマートフォンアプリなど非対面を組み合わせてニーズに応えていく方針。「従業員とその家族のウェルビーイング(心身の健康や幸福)向上が、地域企業の成長につながる好循環を実現したい」(資産サポート室)。\r\n\r\nメインバンクの強みを生かす\r\nグループの中核銀行である山口銀行が、こうした活動の中心を担う。帝国データバンクの調査(24年","%e5%b1%b1%e5%8f%a3%e7%9c%8c%e3%80%80%e5%8f%96%e5%bc%95%e3%81%ae%e6%b7%b1%e6%8e%98%e3%82%8a%e3%80%81%e9%a1%a7%e5%ae%a2%e6%8e%a5%e7%82%b9%e3%81%ae%e6%8b%a1%e5%a4%a7%e3%81%ab%e5%8a%9b%e3%80%80%e5%b1%b1","2025-10-12T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/10/ファンド列島(山口県)_converted.webp",{"src":199,"alt":110,"title":200},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/10/ファンド列島(山口県)_converted.webp\" alt=\"\" title=\"ファンド列島(山口県)_converted\">","ファンド列島(山口県)_converted",[202],{"term_taxonomy_id":203,"taxonomy":115,"term":204},2777,{"term_id":203,"name":205,"slug":206,"term_group":16,"term_order":16},"投信営業最前線","frontline",[208,210,212],{"term_taxonomy_id":48,"taxonomy":25,"term":209},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":211},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":125,"taxonomy":25,"term":213},{"term_id":125,"name":127,"slug":128,"term_group":16,"term_order":16},[215],{"term_taxonomy_id":17,"taxonomy":19,"term":216},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],"3",{"id":220,"title":221,"summary":222,"slug":223,"published_at":224,"image_url":225,"thumbnail_data":226,"image_caption":110,"report_flag":111,"toushin_flag":111,"journal_flag":111,"categories":228,"tags":231,"series":243,"back_number":246,"short_title":221,"post_type":136,"subscription":137,"is_show_feature_image":138,"paywall_character_count":139},327331,"高知県 大和証券との協業が好調 販売体制強化進め提案に力","高知県内金融機関(四国銀行を除く3機関=高知銀行、幡多信用金庫、高知県信農連)の2025年6月末投資信託預かり資産残高は475億1,100万円で、前年同月比22億5,800万円増加(+5.0%)した。四国銀は大和証券との提携で預かり資産等残高をはじめ大きく業容を拡大しているほか、高知銀は投信販売体制の再構築を進めている。\r\n\r\n大和証券との融和進め業容拡大\r\n四国銀行は、預かり資産等残高が大きく増加している。大和証券との提携業務を開始した23年3月時点の同残高2,422億円から急拡大。中期経営計画で25年度末に4,400億円を目標に掲げていたが、24年度末時点で5,466億円に達して当初目標を大幅に超過。25年度末の目標値を5,900億円に引き上げた。証券口座数も同様に、24年度末で当初目標を上回る4万3,860件に達し、25年度末の目標を新たに4万6,000件とした。\r\n好調を支えている","%e9%ab%98%e7%9f%a5%e7%9c%8c%e3%80%80%e5%a4%a7%e5%92%8c%e8%a8%bc%e5%88%b8%e3%81%a8%e3%81%ae%e5%8d%94%e6%a5%ad%e3%81%8c%e5%a5%bd%e8%aa%bf%e3%80%80%e8%b2%a9%e5%a3%b2%e4%bd%93%e5%88%b6%e5%bc%b7%e5%8c%96","2025-09-28T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/ファンド列島.webp",{"src":227,"alt":110,"title":14},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/ファンド列島.webp\" alt=\"\" title=\"ファンド列島\">",[229],{"term_taxonomy_id":203,"taxonomy":115,"term":230},{"term_id":203,"name":205,"slug":206,"term_group":16,"term_order":16},[232,237,239,241],{"term_taxonomy_id":233,"taxonomy":25,"term":234},2399,{"term_id":233,"name":235,"slug":236,"term_group":16,"term_order":16},"働き方・学び","workstyle-learning",{"term_taxonomy_id":48,"taxonomy":25,"term":238},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":240},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":125,"taxonomy":25,"term":242},{"term_id":125,"name":127,"slug":128,"term_group":16,"term_order":16},[244],{"term_taxonomy_id":17,"taxonomy":19,"term":245},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],{"id":248,"title":249,"summary":250,"slug":251,"published_at":252,"image_url":253,"thumbnail_data":254,"image_caption":110,"report_flag":111,"toushin_flag":111,"journal_flag":111,"categories":257,"tags":260,"series":267,"back_number":270,"short_title":249,"post_type":136,"subscription":218,"is_show_feature_image":138,"paywall_character_count":139},311192,"徳島県 積み立て軸に残高積み上げ 営業体制・育成の強化で動き","徳島県内金融機関の投資信託営業は、積み立て投信を軸とした顧客の取り込みで実績を伸ばしている。株式・債券市場の急激な相場変動はあったが、販売金額を増やしてきたことで預かり資産残高を積み上げた。さらなる拡大を目指し、営業体制や人材育成を見直す動きも活発化。大手証券会社との連携も含め、多様なアプローチで「貯蓄から資産形成へ」の流れに対応していく。\r\n\r\nアライアンスの進化目指す\r\n阿波銀行は、野村証券とのアライアンスを生かした取り組みで顧客基盤の拡充を進めている。多様な商品・サービスを武器に顧客の取り込みを進め、目標(ゴール)から逆算して資産運用を組み立てる「ゴールベースアプローチ」の手法を生かした顧客の資産形成支援を展開。24年度の投信販売額は757億円に上り、投信残高(マネー・リザーブ・ファンド除く)は25年6月末で3,112億円に達した。\r\n実績を押し上げるのは、積み立て投信の拡大だ。一例","%e5%be%b3%e5%b3%b6%e7%9c%8c%e3%80%80%e7%a9%8d%e3%81%bf%e7%ab%8b%e3%81%a6%e8%bb%b8%e3%81%ab%e6%ae%8b%e9%ab%98%e7%a9%8d%e3%81%bf%e4%b8%8a%e3%81%92%e3%80%80%e5%96%b6%e6%a5%ad%e4%bd%93%e5%88%b6%e3%83%bb","2025-07-27T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-01.webp",{"src":255,"alt":110,"title":256},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-01.webp\" alt=\"\" title=\"toushin-fundland-01\">","toushin-fundland-01",[258],{"term_taxonomy_id":203,"taxonomy":115,"term":259},{"term_id":203,"name":205,"slug":206,"term_group":16,"term_order":16},[261,263,265],{"term_taxonomy_id":48,"taxonomy":25,"term":262},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":264},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":125,"taxonomy":25,"term":266},{"term_id":125,"name":127,"slug":128,"term_group":16,"term_order":16},[268],{"term_taxonomy_id":17,"taxonomy":19,"term":269},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],{"id":272,"title":273,"summary":274,"slug":275,"published_at":276,"image_url":277,"thumbnail_data":278,"image_caption":110,"report_flag":111,"toushin_flag":111,"journal_flag":111,"categories":281,"tags":284,"series":291,"back_number":294,"short_title":273,"post_type":136,"subscription":218,"is_show_feature_image":138,"paywall_character_count":295},27363,"広島県 マーケット好調で販売額17%増 運用ニーズ取り込む","広島県内金融機関の2024年度投信販売額は合計963億5,900万円で、前年度比17.2%増加した。新しい少額投資非課税制度(新NISA)の効果は前年度に比べて鈍化したものの、好調なマーケットや顧客の資産形成意識の高まりが背景にある。金融機関では運用ニーズを取り込みながら、成長投資枠の活用促進を模索する動きも出ている。\r\n\r\nGBA運用残高が100億円突破\r\n広島銀行の投資信託販売実績は好調で、取り扱いファンド数は25年3月末で143本(前年同月比4本増)。23年5月に始めた三井住友DSアセットマネジメントとのゴールベースアプローチ(GBA)型の投資一任運用サービス「ひろぎんファンドラップサービス[MY GOALS]」も右肩上がりで推移する。開始から丸2年で運用残高が100億円の大台を突破した。\r\n契約者の年代別内訳は、50代、60代が約7割を占め、老後の資産形成を後押しする。保有する金融","%e5%ba%83%e5%b3%b6%e7%9c%8c%e3%80%80%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%83%e3%83%88%e5%a5%bd%e8%aa%bf%e3%81%a7%e8%b2%a9%e5%a3%b2%e9%a1%8d17%ef%bc%85%e5%a2%97%e3%80%80%e9%81%8b%e7%94%a8%e3%83%8b%e3%83%bc","2025-07-06T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-17.webp",{"src":279,"alt":110,"title":280},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-17.webp\" alt=\"\" title=\"toushin-fundland-17\">","toushin-fundland-17",[282],{"term_taxonomy_id":203,"taxonomy":115,"term":283},{"term_id":203,"name":205,"slug":206,"term_group":16,"term_order":16},[285,287,289],{"term_taxonomy_id":48,"taxonomy":25,"term":286},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":288},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":125,"taxonomy":25,"term":290},{"term_id":125,"name":127,"slug":128,"term_group":16,"term_order":16},[292],{"term_taxonomy_id":17,"taxonomy":19,"term":293},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],"200",{"id":297,"title":298,"summary":299,"slug":300,"published_at":301,"image_url":302,"thumbnail_data":303,"image_caption":110,"report_flag":111,"toushin_flag":111,"journal_flag":111,"categories":306,"tags":309,"series":316,"back_number":319,"short_title":298,"post_type":136,"subscription":218,"is_show_feature_image":138,"paywall_character_count":295},27345,"香川県 預かり残高2,000億円台に 新NISAが呼び水","香川県内に本店を置く金融機関の2025年3月末投信預かり資産残高は、前年同月末比13.5%増の約2,040億円と、2,000億円台に乗った。呼び水となったのは、24年にスタートした新しい少額投資非課税制度(新NISA)だ。投資初心者から経験者まで幅広い層にアプローチした結果、24年度は販売件数が前年度比約4割増、販売金額が同約5割増と大きく伸長。25年度も好調な勢いを維持すべく、各金融機関は新NISAを生かして顧客の裾野拡大を狙う。\r\n\r\n付加価値の高い提案磨く\r\n百十四銀行は、資産形成ニーズを捉えた多様なアプローチで幅広い顧客層を取り込んでいる。商品群や非対面サービス、セミナー、行内研修などを拡充。25年3月末投信預かり資産残高は約1,376億円と、前年同月末から16.2%伸びた。\r\n新規顧客向けには購入しやすいバランス型商品を追加。YouTubeやデジタルサイネージ(電子看板)での動画","%e9%a6%99%e5%b7%9d%e7%9c%8c%e3%80%80%e9%a0%90%e3%81%8b%e3%82%8a%e6%ae%8b%e9%ab%982000%e5%84%84%e5%86%86%e5%8f%b0%e3%81%ab%e3%80%80%e6%96%b0nisa%e3%81%8c%e5%91%bc%e3%81%b3%e6%b0%b4","2025-06-29T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-16.webp",{"src":304,"alt":110,"title":305},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-16.webp\" alt=\"\" title=\"toushin-fundland-16\">","toushin-fundland-16",[307],{"term_taxonomy_id":203,"taxonomy":115,"term":308},{"term_id":203,"name":205,"slug":206,"term_group":16,"term_order":16},[310,312,314],{"term_taxonomy_id":48,"taxonomy":25,"term":311},{"term_id":48,"name":46,"slug":47,"term_group":16,"term_order":16},{"term_taxonomy_id":42,"taxonomy":25,"term":313},{"term_id":42,"name":40,"slug":41,"term_group":16,"term_order":16},{"term_taxonomy_id":125,"taxonomy":25,"term":315},{"term_id":125,"name":127,"slug":128,"term_group":16,"term_order":16},[317],{"term_taxonomy_id":17,"taxonomy":19,"term":318},{"term_id":17,"name":14,"slug":15,"term_group":16,"term_order":16},[],{"id":321,"title":322,"summary":323,"slug":324,"published_at":325,"image_url":326,"thumbnail_data":327,"image_caption":110,"report_flag":111,"toushin_flag":111,"journal_flag":111,"categories":330,"tags":333,"series":340,"back_number":343,"short_title":322,"post_type":136,"subscription":218,"is_show_feature_image":138,"paywall_character_count":139},311146,"鳥取県 階層別研修でコンサル力を底上げ 既存取引拡充から世帯取引へ","鳥取銀行は、2024年にスタートした新しい少額投資非課税制度(新NISA)の新規口座獲得を積極的に行ってきた。24年度の新NISAの獲得実績はKPIにも掲げた2,000件を達成。営業店の業績表彰項目にNISA口座獲得を追加した効果で法人営業と個人営業の連携が促進されている。職域セミナーを年間100回超のペースで行い顧客の囲い込みを図ってきた。教育制度も大きく変更し、新たに全個人営業を対象とした階層別研修を採用。銀行全体で目指すコンサルティングバンクへ進化するべく取り組んでいる。\r\n\r\n法個人の連携が加速\r\n以前は営業店ごとに個別対応していた職域セミナーだが、営業店の業績表彰項目にNISA獲得を追加した効果もあり全店で増加した。本部の専担者を中心として23年度上期から本格化。ノウハウを吸収した営業店行員が職域セミナーを行う体制を構築して24年度からは年間100回を超えるペースで行っている。個","%e9%b3%a5%e5%8f%96%e7%9c%8c%e3%80%80%e9%9a%8e%e5%b1%a4%e5%88%a5%e7%a0%94%e4%bf%ae%e3%81%a7%e3%82%b3%e3%83%b3%e3%82%b5%e3%83%ab%e5%8a%9b%e3%82%92%e5%ba%95%e4%b8%8a%e3%81%92%e3%80%80%e6%97%a2%e5%ad%98","2025-05-18T19:50:00.000000Z","https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-09.webp",{"src":328,"alt":110,"title":329},"\u003Cimg src=\"https://img.nikkinonline.com/wp/wp-content/uploads/2025/09/toushin-fundland-09.webp\" alt=\"\" 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世界株投信が顧客に人気 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