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  • November 28, 2014
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  1. Fonts of excellent financial planners

    Posted Oct 15th 2011, 12:00am

    ... John Cremer The spotlight naturally falls on the individual finalists during the SCMP/IFPHK Financial Planner Awards, but within the industry another category is watched almost as closely. ... went to Convoy Financial Services in the independent financial advisory (IFA) sector, Manulife (International) for insurance, and Standard Chartered Bank (Hong Kong) among the banking industry ...

  2. Find your niche in financial services

    Posted Feb 23rd 2006, 12:00am by Chris Davis

    ... IFPHK and partners will use the expo as a springboard to hire new recruits and strengthen the industry, writes Chris Davis THE INSTITUTE OF Financial Planners of Hong Kong (IFPHK) has set up a dedicated team to provide financial planning information to potential industry recruits and members of the public at the Education and Careers Expo 2006. The Financial Planning Industry ...

  3. European firms may take their business elsewhere

    Posted May 30th 2012, 12:00am

    ... River Delta, Nanjing and Shanghai were particularly worried about labour costs. Yin Zhongli, a financial researcher with the Chinese Academy of Social Sciences, said European firms were feeling ...

  4. Competing to win recognition

    Posted Apr 25th 2008, 12:00am by John Cremer

    ... we also want the awards to promote the adoption of industry standards and international practice because we see that as the best way to build consumer trust in financial planners based ... industry peers while meeting the challenge of preparing and presenting a holistic financial plan. And the fact that a long list of major companies in all three industry sectors not only supported ...

  5. The hunt is on for the 'best of the best'

    Posted Sep 02nd 2006, 12:00am by John Cremer

    ... Judges for the SCMP/IFPHK Financial Planner Awards have narrowed down the field to three outstanding candidates, writes John Cremer THREE INDUSTRY winners have emerged after the second round of the SCMP/IFPHK Financial Planner Awards 2006, but just one of them will be announced as the overall champion at the gala dinner to be held next month. Moving into the final round ...

  6. Sun always shines for planners

    Posted Mar 10th 2012, 12:00am

    ... the changes and uncertainty also brought home the need for sound financial advice. So, while other sectors bore the brunt of the downturn, demand for financial planning professionals continued. ... with relevant experience. And some of Hong Kong's larger independent financial advisories impose no upper limit on hiring, so long as they can find good candidates to hire. As competition ...

  7. Ante up to meet global challenges

    Posted Jul 15th 2011, 12:00am

    ... professional seminar series presented by veteran financial industry practitioners. This not only helps students keep abreast of the latest developments in financial markets and the best industry ... aspire to be competent executives in the financial industry. 'We welcome professionals from banking, insurance and finance who want to advance their knowledge and skill sets. The rigorous ...

  8. Prudential has plan to manage your future

    Posted Sep 10th 2005, 12:00am by Vicki Williams

    ... in the financial planning industry, as well as the passion and commitment to quickly climb the corporate ladder. Prudential says an 'excellent' remuneration package will be offered, including ... Vicki Williams Prudential Assurance, a multinational financial services company, has an opening for a financial planner management trainee. The recruit will receive three years ...

  9. Industry players call for more fee choice

    Posted Aug 24th 2007, 12:00am by Alex Frew Mcmillan

    ... it comes to planning, he said customers weren't used to being charged a fee for financial advice. He believed the financial advice industry in Hong Kong needed to change. For the time being, ... They say investors should be able to decide how those looking after their assets are remunerated, writes Alex Frew McMillan An increasing number of financial planners in Hong Kong ...

  10. System blamed for soured investments

    Posted May 16th 2004, 12:00am by Lotte Pang

    ... As the controversy builds over with-profits products in the insurance sector, poor oversight and a commission-fee structure can put financial advisers in conflict with the best interests of their clients in Hong Kong, says Lotte Pang There has rarely been a case that so neatly illustrates everything that is wrong with the way financial products are sold to consumers in Hong Kong. People ...




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