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  • November 21, 2014
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  1. How to tell if your financial adviser is a Warren Buffet or Bernie Madoff clone

    Posted Apr 05th 2009, 12:00am by Alan Alanson

    ... to work' or 'grow your wealth' or something like that. So, how should you cope with financial advice and financial advisers? The first answer to this question is that you need ... that your financial adviser's job is to give you good financial advice and help you grow your wealth. But it's not really. Just as Matt's job is really to sell tennis lessons, your ...

  2. Changing Paths Dispensing financial advice

    Posted May 30th 2009, 12:00am by John Cremer

    ... back on. That's because, before returning to Hong Kong in the middle of last year to test his mettle in the world of mergers, acquisitions, deals and financial analysis, he had already ... businesses, dissecting the industry dynamics, comparing financial strengths and working on the pitch books for prospective mergers and acquisition deals. So far, he finds the scope of work suits him ...

  3. Feeling a sense of empathy with clients is key to success

    Posted Nov 07th 2009, 12:00am by John Cremer

    ... and individual client priorities was the basis of sound financial advice, Tsang said that all three candidates had put a good case in terms of tone and manner. 'I was impressed and pleased ... John Cremer One key skill required by final-round judges for the SCMP/IFPHK Financial Planner Awards 2009 was the ability to think like a client. Not just any client, of course, ...

  4. Cook fined for 50 obscene calls to woman

    Posted Apr 22nd 2009, 12:00am by Staff Reporter

    ... Loretta Fong A cook was fined HK$1,000 yesterday in Kwun Tong Court for making 50 telephone calls to a female financial consultant. Cheung Chi-ming, 26, pleaded guilty to one count of making persistent telephone calls between December 25 and January 7. The court heard he met the 27-year-old victim after seeking financial advice last year and repeatedly called her from his ...

  5. Planners urged to raise bar

    Posted Jan 03rd 2009, 12:00am by Chris Davis

    ... Written by Chris Davis Competency profile initiative aims to improve professional standards and ensure ethical practices At a time when confidence in financial advice has been challenged ... relationships and work closely with their clients to develop strategies to achieve long-term goals. 'Investment advice on its own, while playing an important part of financial planning, ...

  6. In Brief

    Posted Feb 04th 2009, 12:00am by Staff Reporter

    ... Tax institute offers budget advice The financial secretary should neither offer tax rebates and shopping vouchers, nor cut salaries and profits taxes in his coming budget, the Taxation Institute of Hong Kong has suggested. The institute said more effective steps to spur the economy would be to spend on projects that would create jobs and provide tax incentives to attract foreign ...

  7. 'Free and independent' advice is often tainted

    Posted Oct 11th 2009, 12:00am by Stephen Vines

    ... independent financial advice is tainted by conflicts of interest. As matters stand, almost all Hong Kong advisers claim to be a providing a 'free' service. But in practice they earn hefty ... the sales of their products. Were financial advisers, more accurately described as salespeople, offering purely impartial advice, they would at least occasionally suggest that their customers invest ...

  8. Temptations that are hard to resist

    Posted Feb 25th 2009, 12:00am by Rebecca Tsui

    ... job. To pay her debts, she goes for her dream job at her favourite fashion magazine. Instead, and ironically, she gets a job writing a financial advice column for a business magazine published ...

  9. Chartis maps new course away from its troubled parent AIG

    Posted Dec 08th 2009, 12:00am by Enoch Yiu

    ... cent would rather get financial advice from friends and family than from banks and financial advisers. Ha believes investors in the agent-driven markets of Hong Kong and Asia will gradually ... with US$180 billion of American taxpayers' money a year ago, has been selling its assets around the world to pay back the government after huge losses from financial derivatives linked ...

  10. Board pledges to ensure CFP members play by the rules

    Posted Nov 07th 2009, 12:00am by Samuel Riding

    ... by practising financial advice with 'integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence'. The board has at least seven members, of whom a minimum ... Samuel Riding The Institute of Financial Planners of Hong Kong's (IPFHK) stated aim to become the gold standard for financial planning could not be achieved without efforts to ensure ...




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