Zheng Quan Shi Bao·2025-07-29 18:28Group 1 - The construction of a talent training system for investment advisors is a systematic project involving a complete cycle of "selection, training, application, and retention" [1] - The future ecosystem of the investment advisory industry will focus on building and driving advisory institutions, allowing advisors to play a core role in providing tailored services to clients [1] - Excellent investment advisors should possess comprehensive professional service capabilities, a client-centered service awareness, a long-term learning ability, and compliance awareness with professional ethics [1] Group 2 - Many brokerage firms are enhancing their systematic team building, increasing professional training, and continuously empowering technology to cultivate excellent investment advisors [2] - In talent selection, holding an investment advisor certificate is just a basic requirement, with some firms implementing a comprehensive selection model based on various criteria [2] - Brokerage firms are increasingly focusing on hierarchical management of advisory teams to achieve precise talent positioning and resource optimization [2] Group 3 - Many brokerage firms are strengthening technological investments in their advisory teams, utilizing big data analysis, quantitative financial models, and intelligent algorithms to enhance efficiency and productivity [3] - A specific brokerage firm plans to deploy a large model in 2024, integrating its functions into a self-developed professional advisory platform to upgrade its capabilities [3]