• Fri
  • Nov 28, 2014
  • Updated: 4:46am

Independent Financial Adviser

Out of commission

Do you know how your financial adviser is paid? Probably not, because most advisers make money selling investment products.

Monday, 13 February, 2012, 12:00am

Award leads planner into brave new world of media

Perseus Lam Ching-wang had no plan to become a media pundit, offering financial advice in print and making TV appearances to discuss money issues of the moment.

12 Oct 2011 - 12:00am

Convoy shares the secrets of its winning track record

There is no blueprint for success at the SCMP/IFPHK Financial Planner Awards, but one thing is certain: good preparation is vital.

'In some ways, taking part in the competition is like a revision class,' says Rosetta Fong, chief executive officer of Convoy Financial Services.

17 Sep 2011 - 12:00am

Enjoying career boost, 2010 champion shares tips

Things have certainly changed for Alfred Sit Wai-hong since he claimed the title of overall champion at last year's SCMP/ IFPHK Financial Planner Awards.

27 Aug 2011 - 12:00am

In serving clients, be trustworthy and reliable

In our first feature on interns and trainees in finance, Cathy Chen Ching-kuen, says she got her job through an internship programme organised by IPP Financial Advisers, where she's now an associate manager. The programme enables final-year university students to know more about the finance field and the independent financial adviser (IFA) industry.

24 Jun 2011 - 12:00am

Recognition for the cream of the crop

A night of celebration at the SCMP/IFPHK Financial Planner Awards 2010 saw the crowning of this year's winners and was marked by a real sense of achievement in how far the industry as a whole has come in the course of the last decade.

12 Nov 2010 - 12:00am

Let UK finance reform plan help spur us forward

With Britain deciding to scrap its super-regulator - the Financial Services Authority (FSA) - after 12 years, it is a perfect opportunity for our officials to use the British reform plan as a reference for Hong Kong's way forward.

22 Jun 2010 - 12:00am

Financial planner caught pretending to be CFP-qualified

Stephen Gollop, a high-profile financial adviser in Hong Kong, has been reprimanded by an industry body for using the prestigious 'Certified Financial Planner' title after his name without having gained the qualification.

30 Aug 2009 - 12:00am

Prudent approach pays off

Wealth management companies have taken measures to ride out the financial crisis sweeping the world. We speak with Roger Steel, chief executive of Sun Life Hong Kong, to gauge what he thinks will happen in the financial services sector in the next few months.

7 Nov 2008 - 12:00am

Protecting investors' money

People in Hong Kong are being encouraged to take charge of their financial destinies. However, while most are aware that planning is critical, they do not have the time or the expertise to develop a plan and make the financial decisions required for long-term wealth creation and preservation.

But where do people turn to when they need to seek financial planning advice?

2 Nov 2007 - 12:00am

Firms push employees to perform

Individual prize winners at the SCMP/IFPHK Financial Planner Awards 2007 deservedly gain great kudos and a significant career boost, but their employers also enjoy a large measure of reflected glory.

24 Aug 2007 - 12:00am

Diversity pays dividends

A dynamic wealth management firm is thriving after starting out as an offshoot of a local property company

One of Hong Kong's largest property agencies has carved a niche in the city's competitive financial advisory sector by tapping into its ready pool of real estate clients.

23 Jun 2007 - 12:00am

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

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.

2 Sep 2006 - 12:00am

Jobs for investment advisers

HONG KONG'S homegrown financial advisory firm, Noble Apex Advisors, is on a rapid expansion drive and is seeking another 50 frontline financial planning consultants.

'At present, we have about 130 staff, of whom 100 are agents or financial planning consultants,' said Raymond Yu, the company's senior director.

19 Aug 2006 - 12:00am

Awards set benchmark for industry

HONG KONG'S financial planning industry may still be young compared with some western countries but it is growing at an exponential rate and attracting many talented professionals whose abilities will be recognised in the upcoming SCMP/ IFPHK Financial Planner Awards.

12 Aug 2006 - 12:00am