800+精英云集广州南沙！2025广州投顾大会启幕在即 续写财富管理思想盛宴

Core Insights - The 2025 Guangzhou Investment Advisory Conference is set to take place on November 26-27, focusing on the theme "Deepening the Bay Area, Building an Ecological Community, and Coexisting Value" [1][2] - The event has seen significant interest, with over 800 participants registered, marking a 60% increase from the previous year, reflecting the industry's recognition of the value of investment advisory services [2] Industry Overview - The conference is supported by key financial institutions and aims to establish Guangzhou as a leading hub for investment advisory services, leveraging local policies that promote the sector [2] - Guangzhou has implemented a comprehensive policy framework, including the "Investment Advisory Ten Measures," to enhance the investment advisory ecosystem [2] Conference Agenda - The main conference will feature the release of the "AI Investment Advisory Ten Measures," providing policy support for AI-driven advisory services [4] - A report titled "China Fund Investment Advisory Customer Behavior Insight Report (2025)" will be launched, offering data on user experience and satisfaction [4] - The Guangzhou Investment Advisory Academy will present the "China Buy-side Investment Advisory Blue Book 2025," summarizing industry trends and best practices [4] Key Speakers and Discussions - Notable industry leaders will discuss critical topics such as account management upgrades and the implementation of buy-side thinking [5] - Roundtable discussions will address challenges in transitioning from product sales to advisory services and fostering collaboration across institutions [5] Specialized Sessions - The conference will include specialized sessions focusing on various aspects of the investment advisory industry, such as pension finance, talent development, product configuration, and AI transformation [6] - Experts will share insights on how investment advisory can support pension management and address the talent gap in the industry [6] Future Outlook - The evolution of the conference themes from "Buy-side Positioning" to "Deepening the Bay Area" reflects the industry's shift towards practical implementation and high-quality development [7] - The event aims to facilitate collaboration among over 800 industry professionals to address transformation challenges and promote the development of Guangzhou as a leading investment advisory city [7]