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.
Private insurer ICICI Prudential Life Insurance's assets under management (AUM) have crossed INR2.5-trillion (US$30.18-billion) mark, the company said in a release.
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.
AIA Public Takaful Bhd (AIA Public Takaful) has launched a product to help Malaysians achieve financial security and has gone the extra mile to empower the Bumiputera segment to build wealth in the post-pandemic era.
AIA Hong Kong has launched a life insurance product to help high net worth (HNW) individuals with their legacy planning.
Despite Australians indicating they are willing to pay more to engage an adviser, affordability remains a key challenge for the financial advice industry.
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