第二届21世纪金牌投顾优秀案例发布 树立行业服务新标杆

Group 1 - The "21st Century Gold Medal Investment Advisor" project aims to establish industry benchmarks and promote standardized development in the investment advisory sector [3][4] - The second edition of the "21st Century Gold Medal Investment Advisor" case collection received enthusiastic participation from financial institutions, covering three main areas: funds, securities, and third-party advisory [2] - The evaluation system for this year's case collection has been adjusted to include categories such as "Annual Excellent Fund Advisory Demonstration Institutions" and "21st Century Gold Medal Advisory Teams" [2] Group 2 - Recent changes in China's capital market ecosystem have led to a consensus on the transition to a buy-side advisory model, supported by policies like the new "National Nine Articles" and ongoing public fund fee reduction reforms [4] - The project focuses on discovering typical practices in the industry and aims to provide channels for communication and improvement among advisory institutions and practitioners [4] - Future initiatives include the release of specialized research reports on fund advisory, data insights, and trend analyses, as well as expanded case dissemination through various media platforms [4]