ended5월 13일· 1 sources
[증권사 ISA 전쟁]② KB證, 장기 WM 플랫폼화 '분수령'
Why it matters
KB Securities is spearheading a strategic shift by transforming ISA from a simple tax-benefit product into a comprehensive long-term Wealth Management platform. This transition is crucial as it creates a seamless pipeline between direct investment and pension planning, redefining the role of brokerages in a customer's lifetime financial cycle. The surge in global ETF investments within these accounts indicates that firms must now compete on global asset allocation capabilities rather than simple domestic brokerage.
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ISAKB SecuritiesWealth ManagementETFpensionasset management