拥抱AI大时代 第二届21世纪金牌投顾案例征集正式启动

Core Insights - The "Second 21st Century Gold Medal Investment Advisor" project has officially launched, focusing on the buy-side advisory sector and introducing a new category for "AI Advisory" to explore the development trends in wealth management [2][5] - The project aims to transition the wealth management industry from scale expansion to high-quality development, emphasizing the importance of professional and warm advisory teams [2][3] Group 1: Project Overview - The project includes the collection of "Excellent Fund Advisory Cases" and the "21st Century Gold Medal Investment Advisor" awards, evaluated based on multiple dimensions such as business structure, team building, investor behavior improvement, and customer service [2][3] - The evaluation process will be supported by Shanghai Securities, ensuring fairness and compliance, with participation from organizations like the Shenzhen Stock Exchange and Guangzhou Investment Advisory Academy to enhance credibility [2][6] Group 2: Industry Context - Recent policy changes, including the new "National Nine Articles" and public fund fee reduction reforms, are reshaping the market and industry ecology, indicating a new chapter for the advisory sector [3][4] - The buy-side era is emerging, with various types of institutions expected to enter the market, accelerating brand building among fund advisory firms [3][4] Group 3: AI Advisory Focus - The introduction of the "AI Advisory" category aims to encourage institutions that successfully integrate AI technology into advisory practices, enhancing service efficiency and user experience [5][6] - The project will feature forums and closed-door seminars to discuss the latest developments and future trends in fund advisory, showcasing excellent cases and sharing experiences [5][6] Group 4: Communication and Impact - The project will leverage the South Finance Media Group's extensive media resources for broad and deep dissemination, ensuring maximum impact and audience reach [6][7] - A series of high-quality content, including in-depth reports and exclusive interviews, will be produced to help audiences understand the current state and future trends of the advisory industry [6][7] Group 5: Project Timeline - The registration period for the project is from now until November 25, with the evaluation results to be announced in late November and the awards ceremony scheduled for December [9]