Core Viewpoint - The "Second Jin Qilin Best Investment Advisor Selection" organized by Sina Finance and exclusively partnered with Yinhua Fund is a significant event reflecting the rapid growth of China's wealth management industry, emphasizing the role of investment advisors in asset allocation [1][2]. Group 1: Industry Growth and Opportunities - China's wealth management industry is entering a high-growth period as residents' financial awareness increases, creating opportunities for investment advisors [1]. - Investment advisors are seen as crucial in influencing the direction of national asset allocation, highlighting their importance in the wealth management ecosystem [1]. Group 2: Event Purpose and Goals - The Jin Qilin Best Investment Advisor Selection aims to provide a platform for investment advisors to showcase their capabilities, enhance their services, and improve their skills [1][2]. - The event seeks to bridge the communication gap between excellent investment advisors and the general investing public, promoting healthy development in the wealth management sector [1]. Group 3: Technological Integration - Wang Yingtao from Guojin Securities emphasizes the shift towards AI-driven advisory services, moving from a "one-way push" model to a "two-way companionship" approach in wealth management [1].
国金证券王英涛:未来将以AI投顾为突破口 推动服务模式转向“双向陪伴”