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活动 | 群雄逐鹿:2025第十五届福布斯·富国中国优选理财师评选正式启动!
Sou Hu Cai Jing·2025-06-20 21:23

Group 1 - The wealth management industry is transitioning from "scale expansion" to "quality upgrade" due to improved regulatory policies and significant technological advancements [2] - Regulatory measures such as breaking the "guaranteed returns," reducing nested structures, and banning fund pools are guiding the Chinese wealth management market towards healthier development [2] - The rapid iteration of AI technology has enabled automated asset allocation services 24/7, while large model technology is reshaping investment research and analysis [2] Group 2 - The demand for skilled financial advisors is at an all-time high, as investors seek professionals who understand the market, policies, and client needs [3] - The 2025 Forbes-Fuguo China Preferred Financial Advisor Selection has been launched, continuing its mission to certify the professional capabilities and ethics of outstanding financial advisors [3][4] - The selection process includes multiple stages, culminating in a national final where top advisors compete for awards [4] Group 3 - The selection will produce a national TOP 60 list, with 14 finalists advancing to the national finals for the top awards [4] - The awards include Gold, Silver, and Bronze distinctions for the best financial advisors [9] - Winners will be recognized in Forbes magazine and will have opportunities to participate in various financial forums and strategy meetings [10] Group 4 - The wealth management market in China is projected to reach an asset management scale of 155.1 trillion yuan by 2024, indicating strong growth potential [2] - The changing demographic structure is driving a shift in retirement planning from value-added services to essential needs, alongside a rise in ESG investment concepts and cross-border asset allocation demands [2]