No more rate wars, focusing on service: the changing competitive logic in brokerage asset management

GateUser-bd883c58 · 2026-03-18T03:15:37+00:00

As the reform of public fund fee rates advances, the securities firm asset management industry is under pressure to reduce fees, prompting it to upgrade its services to stay competitive. In the future, successful institutions will focus on solving client pain points, offering tailored services and the ability to generate excess returns to justify reasonable premiums, thereby establishing a dual-track development model.

GateUser-bd883c58

2026-03-18 03:15:37

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How does AI and fee rate reform push securities firms’ asset management services to upgrade?

As the public fund fee rate reform continues to advance, the cost-cutting wave has been transmitted to the securities firm’s asset management industry. When price is no longer the core competitive advantage, only institutions that truly address customer pain points and create sustainable value can stand firm in future asset management competition. Securities firms’ asset management is forming a dual-track development pattern of “public fund fee reduction and private fund quality improvement,” with reasonable premiums mainly derived from customized services and excess return capabilities. As investor education deepens and channel bargaining power increases, the narrative on the liability side is driving industry ecosystem restructuring. (Securities Times)

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