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  • September 17, 2014
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  1. Take some advice before you choose an adviser

    Posted May 23rd 2010, 12:00am by Veronica O'Connell

    ... knowledge of finance, yet need to manage our money. That is why we would like to seek out financial advice, but we are often afraid, because financial advisers have been known to railroad people ... Commission website (www.sfc.hk) to gather some tips on dealing with financial advisers. I clicked on a 'Know Your Broker' link, which turned out to be a video- a dramatisation of some ...

  2. Investors seek impartial advice about strategies

    Posted Nov 12th 2010, 12:00am by Chris Davis

    ... financial planning advice. Independent Financial Advisers (IFAs) report there has been a noticeable increase in clients seeking independent advice rather than relying on services provided by banks or insurance companies. 'A key advantage IFAs are able to offer compared to other forms of financial planning advice is the ability to provide clients with access and an unbiased professional view ...

  3. Bank presents advice and a little touch of festive magic

    Posted Dec 22nd 2010, 12:00am by Lana Lam

    ... Lana Lam Financial minds at JP Morgan will share their business acumen with a group of low-income women who operate a mini-store in Sha Tin under a social enterprise model. The exchange of knowledge is part of the bank's donation to Operation Santa Claus, the annual charity appeal organised by the South China Morning Post and RTHK. The mini-store at the Hong Kong College ...

  4. Offering informed advice

    Posted Aug 13th 2010, 12:00am by Raymond Ma

    ... Raymond Ma Management consultants provide advice to companies on areas such as strategic direction, cost-cutting and streamlining operations. The role of an analyst, which is the beginning ... for banking and financial services at Hudson Hong Kong. Research is a major part of an analyst's job. Analysts scour online databases for relevant trade journals, market reports and media ...

  5. Go-kart overseers seek international advice for their safety proposals

    Posted Mar 27th 2010, 12:00am by Staff Reporter

    ... Phyllis Tsang Overseers of a go-kart track where a 15-year-old girl died last month are seeking international advice on new safety measures to prevent future tragedies. The measures ... of an alarm system on the track. It is seeking expert advice from the Commission Internationale de Karting, the international governing body for karting. The circuit remains closed in the meantime. ...

  6. Beware the little old lady- she's a spy for financial watchdogs

    Posted Jul 12th 2010, 12:00am by Enoch Yiu

    ... Enoch Yiu That little old lady queuing at the local bank and asking for investment advice may not be who she seems. And that has some in the financial industry worried. Under a planned ... on whether bank and brokerages are abiding by ethical sales techniques. Some in the financial sector have likened the scheme to a 'white terror' because of its lack of transparency ...

  7. Financial boutique meets clients' needs

    Posted Jan 16th 2010, 12:00am by Staff Reporter

    ... advice and services. 'The financial crisis has heightened the importance for financial institutes to meet tighter regulatory requirements and has helped raise the overall professional ... Hong Kong's financial companies have bounced back from the doom and gloom of the global financial crisis, appearing much stronger and more professional in handling client portfolios. ...

  8. Impact of the financial crisis leads to regulatory changes

    Posted Mar 02nd 2010, 12:00am by Staff Reporter

    ... do not have sound financial knowledge, as they should not be tempted into undertaking investments that are too risky. The SFC should penalise financial advisers who do not give proper advice ... gives us his views on the impact the financial crisis has had on derivatives and other financial products. In the wake of the credit crisis the Security and Futures Commission (SFC) has ...

  9. For some bankers it is as if the financial crisis never happened

    Posted Nov 17th 2010, 12:00am by Tom Holland

    ... with Tom Holland It wasn't exactly easy to look on the bright side two years ago, when the world was descending into the dark depths of the financial crisis. But if there was a silver lining to the storm clouds that engulfed the financial sector, then it was widely supposed to be that bankers would emerge from the turmoil greatly chastened. In the post-crisis world, financiers ...

  10. Stay in touch to avoid financial predators

    Posted Oct 31st 2010, 12:00am by Veronica O'Connell

    ... are not supposed to give away the password!' Then we both laughed really, really hard. So this is my financial advice: keep in touch with your parents. There are other benefits as well. ... be called upon to bail out their parents. It sounds cold to be worried about your parents becoming a financial burden, but it is the reality, as a friend of mine learned last year when he had ...




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