Securities wealth management professionals: Need to further increase system and product supply.

date
24/09/2025
Standing at the new starting point of the first anniversary of the implementation of the "924" package of financial policies, how to consolidate the institutional foundation, enhance professional capabilities, and build a healthy ecosystem in the Chinese wealth management market has become a common topic in the securities industry. Recently, Securities Times reporters interviewed several executives and business leaders in charge of wealth management business from multiple securities firms. They generally believe that there is a need to further increase institutional and product supply, especially for investment advisory businesses, and constantly improve basic systems such as assessment and incentives. At the same time, industry insiders also call for the building of a collaborative industry ecosystem, avoiding low-level price competition, and investing more resources in investor education, research, and customer service.