Zheng Quan Shi Bao·2025-10-15 18:04Core Insights - The primary mission of wealth management institutions is to prevent risks, followed by seeking wealth preservation, appreciation, and inheritance [1] - Wealth management should transcend economic cycles rather than merely predicting or speculating on them [1] - Investment advisors should help clients filter noise, avoid risks, and focus on stable growth channels [1] Group 1 - Zhang Xin Fan emphasized the importance of risk prevention in wealth management, stating that protecting asset safety is the top priority [1] - The future of brokerage wealth management will focus on two main directions: developing a fully entrusted investment advisory model and promoting ETFs as a simple investment method [1] - Investment advisors must possess a deep understanding of wealth management's mission, vision, and the development of the Chinese economy [2] Group 2 - Financial products are crucial for the sustainable development of wealth management, enabling ordinary people to access investment opportunities in emerging sectors like renewable energy and AI [2] - The concept of financial equality is highlighted, as individuals in remote areas can access the same investment opportunities through financial products, despite lacking access to top-tier resources [2]