好买财富董事长杨文斌：打造“投资于人”投顾业态

Core Insights - The "2025 Guangzhou Investment Advisory Conference and Wealth Management Transformation Development Meeting" was held in Guangzhou, focusing on the evolution of wealth management and investment advisory services [1] - Yang Wenbin, Chairman of Haomai Wealth, emphasized the importance of a human-centric approach in investment advisory, contrasting it with asset management which focuses on assets [1][3] Group 1: Wealth Management Industry - Haomai Wealth currently manages approximately 180 billion yuan in client assets, with nearly 80 billion yuan from individual clients [1] - The core value of investment advisory lies in asset allocation, product selection, and behavioral coaching, highlighting the significant impact of client expectations on perceived returns [1] - The investment advisory profession is characterized by high barriers to entry, a long lifecycle, and the necessity for building trust over time with clients [1] Group 2: Industry Development and Challenges - Haomai Wealth is enhancing its governance mechanisms, strategic values, technological capabilities, product offerings, performance-based compensation, and training support to adapt to the wealth management 2.0 era [3] - There is a need for improved recognition of investment advisory services in China, with calls for unified legislation to address cross-industry regulatory challenges and promote the interconnectedness of financial products [3]