Core Viewpoint - The "2025 Guangzhou Investment Advisory Conference and Wealth Management Transformation Development Meeting" emphasizes the importance of building a collaborative ecosystem in wealth management, focusing on the integration of financial products and tools to enhance client understanding and engagement [1][2]. Group 1: Wealth Management Ecosystem - The construction of the investment advisory ecosystem involves two main aspects: "investment" and "advisory," requiring a combination of financial products into fund advisory components [2]. - There are over 15,000 financial products in the market, necessitating a selection process to identify the best options for clients [2]. - The industry lacks a fully established ecosystem among branch institutions, indicating a need for training and education for frontline advisory personnel [2]. Group 2: Tools and Empowerment - Tools are essential for empowering clients, especially since many clients are part of the long tail market, requiring efficient means to enhance their understanding [2]. - The Owl Fund Research Institute aims to empower all industry-related personnel through SaaS, API, and systems, enhancing the experience of clients [2]. - A suggestion was made for advisory personnel with limited expertise to utilize a one-click diagnostic report for basic communication with clients, followed by deeper discussions based on their professional capabilities [2].