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  • October 21, 2014
  • Last updated: 9:32pm
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  1. Financial planners ready to sum it up

    Posted Jul 18th 2009, 12:00am by John Cremer

    ... in the industry. But it also offered the chance to conduct a thorough financial review for a relatively new client who had indicated she was losing track of her investments. 'The client had already ... John Cremer Earlier this year, when Teresa Lam Wai-ying decided to enter the SCMP/IFPHK Financial Planner Awards 2009, she realised it was a great opportunity to kill two birds with one ...

  2. Growing company seeks upbeat financial advisers

    Posted May 30th 2009, 12:00am by Staff Reporter

    ... Experienced graduates seeking a career in financial consultancy are being offered a golden career opportunity. A major independent financial group with roots in Hong Kong and the mainland is seeking to recruit at least 50 high quality financial consultants this year. Previously an insurance company's in-house agency, in 2001 Altruist transformed itself into an independent ...

  3. Show of skills points to better industry expertise

    Posted Oct 12th 2011, 12:00am

    ... will change the emphasis of financial planning and the type of investment products offered by the industry,' he said. 'Too many companies just talk about simple asset allocation and putting ... John Cremer As a final-round judge this year and a former task force chairman responsible for overseeing the SCMP/IFPHK Financial Planner Awards, Professor Louis Cheng has enjoyed ...

  4. Parent hopes for easier financial services rules

    Posted Nov 07th 2003, 12:00am by Christine Chan

    ... Christine Chan PICC Holding, the parent of PICC Property and Casualty, wants China to eventually ease restrictions governing the country's financial services sector. 'PICC has ... laws, we will also engage in banking, securities and trust business,' Mr Tang said. The company's ambition to become a universal financial services player is barred by a tight ...

  5. Financial planning covers many areas

    Posted Feb 19th 2005, 12:00am by John Cremer

    ... at this year's Education and Careers Expo will be a zone focusing on the fast-growing financial planning industry. With the sector forecasting significant expansion in the next few years, the Institute ... added that those without a background in finance or significant experience in the industry might start by taking the entry-level Financial Advisers International Qualification (FAIQ). This exam ...

  6. Hard work and training have brought respect to industry

    Posted Nov 12th 2010, 12:00am by John Cremer

    ... John Cremer This year's SCMP/IFPHK Financial Planner Awards provided an opportune moment to look back on a decade of achievement and think ahead to developments likely to shape the industry in the next few years. For Paul Pong, who recently began a two-year term as president of the Institute of Financial Planners of Hong Kong (IFPHK), one thing stands heads and shoulders ...

  7. New rules broadly welcomed by industry

    Posted Nov 07th 2009, 12:00am by Chris Davis

    ... Chris Davis As the financial planning industry seeks ways to win back the trust of clients whose wealth has been eroded, the sector also faces other challenges. For example, regulators want the banking industry to develop its own standardised method of classifying investment product risk and to formulate a process to assess investors' risk appetites. Banks have also been ...

  8. Insurers open to proposed new industry regulator

    Posted Jul 27th 2009, 12:00am by Enoch Yiu

    ... of agents, Manulife felt the IARB had done an excellent job for the industry for many years. 'So there is no real need for change, but we understand post the financial crisis why regulators may ... Enoch Yiu The proposed creation of a new watchdog with expanded powers to oversee the insurance industry in Hong Kong has won qualified backing from insurers. But analysts warn ...

  9. Insurers' premium income slows amid tighter industry regulations

    Posted May 28th 2009, 12:00am by Staff Reporter

    ... Natalie Chiu Growth in premium income of mainland insurance companies continues to slow, as the industry regulator tightens sales of investment-linked products and demands an overhaul ... cent to 2.2 trillion yuan in the first four months. Analysts said premium growth was likely to slow further amid tighter industry regulations and the domestic economic slowdown. 'The ...

  10. Comment - Letters

    Facile criticism of financial body

    Posted Feb 03rd 2013, 12:00am by LETTERS

    ... Van der Kamp suggests the council is not necessary because existing industry players can do the job for themselves of developing and promoting their respective sectors of the financial ... sessions with a wide range of individuals and financial services industry groups, and there was almost universal support for the concept. Industry players felt that it would be useful to have ...




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