碩士 / 國立交通大學 / 管理學院碩士在職專班財務金融組 / 97 / This thesis focuses on how the recent financial crisis affects the sale of financial products by banks or selling institutions. We will analyze different facets of selling process, including the attitude that financial consultants/planners hold when they provide suggestions to their customers, and the interaction amongst investment banks, selling institutions, as well as investors. Besides, we will also explore the bonus system which might lead to improper selling behaviors, which could result in customers’ complaints at the same time.
Chapter one focuses on the factors causing the financial distress and measurements taken by central banks all around the world against such disaster, especially the huge amount of capital injected into markets to stimulate the economic growth. Chapter two describes the development of wealth management in Taiwan ,based on the ratio of fee income to total revenue of specified sample banks in the past ten years. Furthermore, we also point out the process that the authorities enact necessary regulation to facilitate development of wealth management.
Chapter three will discuss how seriously wealth management business suffers from financial crisis and the change of wealth management operation in product designation and sale condition.
In this paper, we find that the profit of wealth management business is impacted a lot; nevertheless, what counts more is the issue of customers’ complaints .
| Identifer | oai:union.ndltd.org:TW/097NCTU5303025 |
| Date | January 2009 |
| Creators | Tseng, Kuo-Shu, 曾國書 |
| Contributors | Chung, Hui-Min, 鍾惠民 |
| Source Sets | National Digital Library of Theses and Dissertations in Taiwan |
| Language | zh-TW |
| Detected Language | English |
| Type | 學位論文 ; thesis |
| Format | 46 |
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