The Chartered Insurance Institute (CII) is looking to change the way it assesses the R06 financial planning practice unit in an effort to make the tasks more flexible and realistic.
Prudential Singapore has been given the nod by regulator the Monetary Authority of Singapore (MAS) to set up a new financial advisory (FA) firm, promising a wider range of products and services to its customers.
Financial advisers need to understand what clients are looking to achieve and how to take them there and keep them always looped into the process.
Tata AIA Life Insurance has announced the launch of its Emerging Opportunities Fund that will invest in mid-cap companies and emerging market leaders with the potential to generate significant future growth.
About 93% of financial planners intend to increase their fees next year, while funds under advice steadily rises.
The government needs to further intensify programmes and initiatives on financial planning literacy among low-income families (B40) in Malaysia, so that they are aware of the importance of insurance and takaful.
About 89% of married women depend on their spouses when it comes to matters pertaining to financial planning, according to a survey by Tata AIA.
Manulife Hong Kong has announced the full launch of its "FinKids Academy" programme in conjunction with its community partner St James' Settlement (SJS), an initiative that uses innovative technology to help under-resourced children improve their financial literacy, technology know-how and skills to be ready for the hybrid financial world of the future.
A new study has found that most Singaporeans and Hongkongers approaching retirement welcomed professional financial advice, with 76% saying they have sought this out before making major financial decisions.
The dream of having a comfortable retirement using superannuation has become increasingly out of reach for many Australians.
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