As financial advisers, you are professionals who assist clients with wealth management and personal finance decisions. These come in the form of a variety of services, including asset management, tax preparation, and estate planning; and expertise ranging from answering queries about insurance to setting out a comprehensive money-management plan.
People from the sandwich generation - those who had competing demands and financial responsibilities for both younger and older generations - have an increasing desire to be prepared for financial independence in retirement.
Ping An Insurance (Group) Company of China recently announced the launch of its ChinaBond Ping An Life Insurance ESG Integration Strategy Credit Bond Index.
Allianz Life Insurance Malaysia Bhd (Allianz Life) posted a 35-fold jump in new insurance businesses set up with estate planning concept in 2021, compared with new businesses achieved in 2020.
COVID-19, inflation, supply chain issues, and the Russia-Ukraine war. If investors turned on the TV, they are routinely reminded by the media that the world is in a perpetual state of crisis and the worst is yet to come.
More than a third (35%) of younger women said they started investing with a modest sum of money to get comfortable first, according to Fidelity's 2022 Money Moves Study released on 1 March to mark the start of Women's History month.
AXA Insurance (AXA) has announced that it is strengthening its sustainable investment offering with the addition of two investment funds which integrate sustainability in the investment process such as through negative screens, ESG integration, and active ownership, and aim to positively contribute to the UN's Sustainable Development Goals.
The recent US equity market rally highlights the rise of a new kind of "all-in" retail investor, one that is ramping up leveraged trading through the derivatives market, primarily via call options, we take a closer look via this report by Allianz.
A parliamentary question was filed by Member of Parliament Desmond Choo on trading fuelled by online discussions and social media chat groups.
A new study, HSBC FinFit Index, measures the financial fitness of Singapore residents based on four aspects - financial habits, financial knowledge, financial security & safety, and financial planning.
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