Core Insights - The "2025 Guangzhou Investment Advisory Conference and Wealth Management Transformation Development Meeting" is being held in Guangzhou from November 26 to 27, organized by the China Economic Information Service and supported by local government and media [1] Group 1: Industry Trends - The overseas investment advisory industry is characterized by a highly specialized division of labor, with Total Asset Management Platforms (TAMP) emerging as a mature infrastructure that drives efficient industry operations [3] - The industry is witnessing a shift towards personalized advisory services, with a growing consensus that advisory shares will be a key direction for future reforms [4] Group 2: Company Initiatives - E Fund Wealth is opening its TAMP platform to help peers enter the advisory field at a lower cost, providing a full range of supporting functions for advisory institutions [3] - E Fund Wealth aims to enhance its services through data governance, algorithm-driven models, and system development, focusing on key business areas such as investment research, operations, advisory services, and compliance risk control [3] - The company has developed over 130 advisory strategies to meet diverse client needs, emphasizing the importance of a scientific application system to match strategies with client requirements [4]
易方达财富董事长陈彤：向行业免门槛开放TAMP平台 鼓励持牌机构低成本快速进入投顾业务领域
Xin Hua Cai Jing·2025-11-26 13:37