Standing out in the marketplace can be difficult. But you can differentiate your advisory practice from other competitors by carving out a niche that serves specific client needs or objectives. Smart Asset gives a breakdown of common niches that advisers specialise in.
At a recent ThinkAdviser webcast, a panel of adviser industry experts said the rapid pace of innovation unfolding across the financial service industry is pushing advisers to elevate their game and demanding ever-greater investment of time and resources. Here are eight trends highlighted at the webcast.
FWD Group Holdings Limited marked its 10th anniversary since the FWD brand was introduced on 14 August 2013, by announcing its '10 grants in 10 markets' charitable initiative for local communities.
AIA Group Limited (AIA) has announced the regional winners of the first AIA Healthiest Schools Competition. The initiative fosters active lifestyles, mental wellbeing and healthy eating habits among primary and secondary school students in Asia.
If your clients are parents, they may be able to take out a policy on their child/children. If they pass away, this will help your clients take time off to grieve without sacrificing their financial well-being.
The answer to the question "Do I need life insurance?" will be different for everyone. Whether a person needs life insurance depends on his/her financial goals. If any of the following scenarios fit your clients' situation, they would probably need it.
Life insurance provides vital financial protection for adults of all ages. Whether they're younger and just getting started in their careers, older with financial dependents and small children or a senior who recently retired, life insurance is generally worth it.
According to a survey by Manulife, the vast majority of respondents (92%) said they are willing to spend more to prolong their health span. Investing in exercise and healthier diet are the main ways people seek to improve their health. Furthermore, with mental health issues on the rise, mindfulness activities, such as yoga and brain training, are also popular ways of self-help.
Health insurance firms are increasingly realising that 'Health is Wealth'. When we are healthy, our chances of growing in wealth increase manifold.
AI chatbot, ChatGPT, is creating sensations and breaking barriers in different industries, and even giving financial advice to people. But can it really replace human financial advisors?
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