广东证监局：跨境理财通试点生新活力，基金投顾提质扩面

Group 1 - The core viewpoint of the article emphasizes the importance of enhancing consumer confidence and wealth management in Guangdong's capital market to support high-quality economic development [2] - Guangdong's capital market reform is characterized by professional investment advisory services, cross-border financial innovations, and strict regulatory measures to build investor confidence [2][3] - The "buy-side advisory" model is reshaping wealth management, focusing on investor interests and sustainable wealth growth through the fund advisory business [3] Group 2 - The fund advisory business has transitioned from a "sell-side" to a "buy-side" service model, significantly improving investment experiences and long-term returns for residents [3] - As of the end of 2024, the fund advisory pilot institutions in Guangdong have a fund business scale of approximately 50 billion yuan, accounting for about 25% of the national total [3] - The establishment of the Guangzhou Investment Advisory Academy has trained over 1,400 professionals, expanding its influence from Guangdong to multiple regions across China [3] Group 3 - The "Cross-Border Wealth Management Connect" initiative has facilitated personal cross-border investments for residents in the Guangdong-Hong Kong-Macao Greater Bay Area since its launch in October 2021 [4] - By May 2025, the number of individual investors participating in the "Cross-Border Wealth Management Connect" reached 157,900, with a notable increase of 25.02% compared to the previous period [4] - Securities companies have enhanced the competitiveness and service capabilities of cross-border wealth management products, with a high effective investment rate of 95% among participating investors [5] Group 4 - Regulatory bodies have strengthened cross-border cooperation and investor education to enhance financial literacy in the Greater Bay Area [5] - The Guangdong Securities Regulatory Bureau has implemented strict enforcement measures against financial misconduct, resulting in significant penalties and legal actions against violators [6] - The bureau has actively addressed investor grievances, resolving over 4,000 cases and promoting mediation to enhance market trust [7] Group 5 - Innovative investor education initiatives have been launched, including engaging public events and multimedia campaigns to disseminate investment protection knowledge [8] - The "Yue Investment Education·Yue Wonderful" brand has been established to integrate various educational resources and reach a broader audience [8]