Workflow
长江弘投顾服务
icon
Search documents
长江证券李榕飞:“长江弘”投顾服务将借助科技赋能实现与客户需求的精准适配
Xin Lang Zheng Quan· 2025-09-25 02:41
Group 1 - The "Second Jin Qilin Best Investment Advisor Selection" event is organized by Sina Finance and exclusively partnered with Yinhua Fund, highlighting the rapid growth of China's wealth management industry as residents' financial awareness increases [1] - Investment advisors play a crucial role in wealth management, directly influencing the asset allocation trends of the public, amidst a backdrop of high growth opportunities and challenges in the industry [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, enhance their services, and build communication bridges with investors, thereby promoting the healthy development of the wealth management sector in China [1] Group 2 - Li Rongfei from Changjiang Securities emphasizes that the investment advisory business is experiencing unprecedented development opportunities due to the wave of financial technology and deep reforms in the capital market [2] - Changjiang Securities' "Changjiang Hong" investment advisory service will integrate technology with business development, transitioning from individual efforts to a platform-based approach, utilizing algorithm models to accurately understand client needs [2] - The "Changjiang Hong" service will continuously upgrade its service system focused on long-term value creation and client benefit, providing professional support to help clients achieve stable wealth growth [2]