On September 11, the “2026 Financial Institutions Annual Meeting and Securities Industry Asset Management Forum” hosted by the Securities Times was held in Shenzhen. Wang Zhong, chief wealth officer of Northeast Securities, vice chairman and general manager of Dongfang Securities, said that in the era of low interest rates, single asset fluctuations have intensified, and it is more difficult for customers to build reasonable multi-asset portfolios by themselves or brokerage branches. Asset management institutions are required to select suitable multi-asset strategies from dimensions such as leverage, volatility, and asset class selection. High-net-worth customers and professional investors demand this even more. Brokerage asset management can adjust combined leverage more flexibly and create more cost-effective solutions. Northeast Securities recently explored the idea of using “asset allocation ideas” to carry out wealth management business transformation. Through top-down sales plans and front-line training, it counts the degree of deviation in the overall allocation of customers, guides the balanced allocation of branches, and realizes the integration of the entire chain from sales to investment. He also warned that all types of assets cannot be expected to maintain good performance, and risk assessment will be strengthened starting in the fourth quarter of this year. In the future, TSE Finance will continue to firmly implement the risk model and continue to create excessive returns for customers on the basis of good risk control.

On September 11, the “2026 Financial Institutions Annual Meeting and Securities Industry Asset Management Forum” hosted by the Securities Times was held in Shenzhen. Wang Zhong, chief wealth officer of Northeast Securities, vice chairman and general manager of Dongfang Securities, said that in the era of low interest rates, single asset fluctuations have intensified, and it is more difficult for customers to build reasonable multi-asset portfolios by themselves or brokerage branches. Asset management institutions are required to select suitable multi-asset strategies from dimensions such as leverage, volatility, and asset class selection. High-net-worth customers and professional investors demand this even more. Brokerage asset management can adjust combined leverage more flexibly and create more cost-effective solutions. Northeast Securities recently explored the idea of using “asset allocation ideas” to carry out wealth management business transformation. Through top-down sales plans and front-line training, it counts the degree of deviation in the overall allocation of customers, guides the balanced allocation of branches, and realizes the integration of the entire chain from sales to investment. He also warned that all types of assets cannot be expected to maintain good performance, and risk assessment will be strengthened starting in the fourth quarter of this year. In the future, TSE Finance will continue to firmly implement the risk model and continue to create excessive returns for customers on the basis of good risk control.