What do third-party financial management platforms bring to investors?

What does the third-party financial management platform bring to investors? [Contact Manager Zhang’s letter] Jinlinghang’s live broadcast room will bring you profits＜? &＞At present, domestic financial services are mainly provided by traditional financial service institutions, mainly commercial banks. However, due to regulatory restrictions on separate operations, China's domestic financial institutions do not yet have a private bank that can provide comprehensive services.
From the perspective of the types of personal financial management options available, the personal financial management business carried out by my country's commercial banks mainly includes three categories: savings and financial management, consumer loans, and entrusted consultation. In practice, the focus of its personal financial management business is savings and financial management and consumer loans. Obviously, this is far from our definition of personal financial planning.
Judging from foreign experience, life financial management should be the main demand of consumers, and the pursuit of maximizing investment returns is not necessarily their primary motivation for seeking expert financial management. Therefore, in the future, Chinese consumers will have a large demand for insurance for their future life, legal tax avoidance of income or assets, accumulation of wealth, and generation of current income, and will seek consultation or advice from personal financial planning experts.
First, one-to-one personalized financial management. Unlike financial advisors such as banks and insurance institutions who provide specific investment advice or sell financial products, third-party independent financial advisors provide overall financial planning strategies and plans and help customers develop a long-term executable plan. They focus on tailor-made Made to order and personalized.
Second, independence and impartiality. Because of its independence and impartiality, third-party financial management can be free from the influence of financial institutions and use its professional knowledge to select financial products that truly meet the interests of customers. [Contact Manager Zhang’s letter] Jin Linghang’s live broadcast room will bring you profits＜? &＞It is better to teach a man to fish than to teach him to fish. While operating with customers, he also learns a set of techniques and operating skills that will benefit him for life