Founder Securities(SH:601901) Xin Lang Cai Jing·2026-01-16 01:24Core Viewpoint - The forum on January 15, 2026, focused on the new logic of wealth in the AI era and the future of capital markets, emphasizing the importance of emotional connection and professional responsibility in wealth management [1][6]. Group 1: Wealth Management Philosophy - The concept of "human heart as the end" encapsulates the trust relationship in wealth management, highlighting that true wealth management goes beyond asset allocation to include emotional companionship and professional responsibility [1][6]. - Technology can enhance the service process but cannot replace the emotional connections between people, which is a fundamental difference between wealth management and ordinary financial transactions [1][6]. Group 2: Professional Management and Client Relationships - The importance of professional management of clients' account health is emphasized, suggesting that wealth management institutions should not only act as "asset allocators" but also as "investment behavior trainers" [1][6]. - Real-life examples from the company's internal cultural case competition illustrate the establishment of professional companionship and emotional links between financial advisors and clients, reinforcing the company's "people-oriented" service ethos [1][6]. Group 3: Role of AI in Wealth Management - AI technology is viewed as an important leverage tool that can enhance service efficiency and scale, but its core purpose remains to serve people and strengthen trust and warmth between individuals [2][7].