Core Viewpoint - The "Second Jin Qilin Best Investment Advisor Selection" event, organized by Sina Finance and exclusively partnered with Yinhua Fund, aims to identify and empower outstanding investment advisors in China's rapidly growing wealth management industry [1]. Industry Overview - China's wealth management industry is entering a high-growth phase as residents' financial management awareness increases, impacting asset allocation trends across the nation [1]. - Investment advisors play a crucial role as the "last mile" in wealth management, directly influencing client engagement and service delivery [1]. Opportunities and Challenges - Investment advisors face both opportunities and challenges in the evolving landscape of wealth management, necessitating a focus on enhancing their professional capabilities [1]. - The event seeks to provide a platform for investment advisors to showcase their skills, expand their services, and improve their capabilities [1]. Future Directions - The General Manager of Everbright Securities Wealth Management Headquarters, Li Xi, emphasizes the need for a transformation in wealth management from "scale expansion" to "value creation," focusing on professional capability development [1]. - The goal is to offer clients accessible, high-frequency, and personalized investment advisory services, thereby enhancing the benefits derived from professional services [1].
光大证券李喜:未来应推动财富管理从“规模扩张”向“价值创造”转型