国元证券执行委员会委员、副总裁梁化彬：买方投顾模式回归服务初心，践行金融为民使命

Group 1 - The "2025 Guangzhou Investment Advisory Conference and Wealth Management Transformation Development Meeting" was held in Guangzhou, focusing on the transition from product selling to client-focused advisory services [1] - Liang Huabin, Vice President of Guoyuan Securities, emphasized the need for a strategic consensus within the company to promote the transformation of the buy-side advisory model [1] Group 2 - The current client structure of securities firms is primarily transaction-based, with only about 10% being allocation-based clients, posing dual challenges for the buy-side advisory fee model [3] - Guoyuan Securities is shifting its compensation structure from "low base salary plus high commission" to "high base salary plus low commission" to align advisor incentives with client asset growth [3] - A comprehensive assessment system focusing on client satisfaction, strategy execution, and AUM growth has been established, incorporating mechanisms like virtual bonuses to balance advisor income during the transition [3] Group 3 - Guoyuan Securities is advancing its platform system construction by integrating consulting data, product information, and investment strategies through large model technology to create an intelligent investment research platform [4] - The investment advisory center is responsible for asset allocation research, while the financial products department translates research outcomes into specific selection standards [4] - The company aims to provide a fully digitalized service process for retail clients and personalized services for high-net-worth and institutional clients, enhancing service efficiency and aligning with diverse wealth management goals [4]