拥抱AI大时代，第二届21世纪金牌投顾案例征集正式启动

Core Viewpoint - The "21st Century Gold Medal Investment Advisor" project aims to enhance the quality of investment advisory services in the wealth management industry by focusing on professional and innovative advisory teams, with a new category for "AI Investment Advisory" to explore the integration of technology in this field [2][4][9]. Group 1: Project Overview - The project is a collaboration between Southern Finance Media Group and 21st Century Economic Report, focusing on the collection of exemplary investment advisory cases [2]. - It aims to transition the wealth management industry from scale expansion to high-quality development, reflecting the evolving market dynamics [4][9]. - The evaluation criteria for the "Gold Medal Investment Advisor" will ensure objectivity and fairness, with a focus on both advisory capabilities and investment performance [5][9]. Group 2: AI Investment Advisory - The introduction of the "AI Investment Advisory" category is a significant highlight, encouraging the application of artificial intelligence in investment advisory practices to improve service efficiency and user experience [6][7]. - This initiative aligns with the broader trend of digital transformation in the wealth management sector, driven by advancements in generative AI technologies [7]. Group 3: Evaluation and Impact - The evaluation process will involve multiple dimensions, including business structure, team development, investor behavior improvement, and customer service quality [2][5]. - The project will leverage the extensive resources and expertise of Southern Finance Media Group to ensure credibility and professionalism in the collection and evaluation of cases [2][8]. - A series of forums and workshops will be organized to discuss the latest developments in investment advisory services and share successful case studies [7][8]. Group 4: Timeline and Participation - The project consists of three phases: registration, shortlist and expert evaluation, and the release of advisory reports along with forums to showcase exemplary cases [11]. - Registration is open until November 25, with the evaluation results expected in late November, followed by the Southern Finance Forum in December [11].