南京证券财富管理部盛鲁宁:投顾应走出“传统服务框架” 不断创新服务方法与工具

Group 1 - The "Second Jin Qilin Best Investment Advisor Selection" event is organized by Sina Finance and exclusively partnered with Yinhua Fund, highlighting the growth of China's wealth management industry [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, enhance their services, and build communication bridges with investors, thereby promoting the healthy development of the wealth management sector in China [1] - The wealth management industry in China is entering a high-growth period, driven by the increasing financial awareness among residents, making the role of investment advisors crucial in asset allocation [1] Group 2 - Sheng Luning, Assistant General Manager of Nanjing Securities Wealth Management Department, emphasizes the need for investment advisors to move beyond traditional service frameworks and utilize professional knowledge to help investors navigate market complexities [2] - The focus is on providing personalized services that enhance the wealth management experience and employing innovative tools and methods to expand service possibilities [2] - Investment advisors are encouraged to base their practices on professionalism and credibility, contributing to the industry's development while assisting investors in achieving stable wealth preservation and growth [2]