Ms Kelly Gwynn, an Associate Advisor at Moss Adams Wealth Advisors, cites the benefits of having a supportive team and the fascination of learning about financial planning's emotional and psychological side as reasons for loving her profession.
The Chartered Insurance Institute (CII) is looking to change the way it assesses the R06 financial planning practice unit in an effort to make the tasks more flexible and realistic.
Financial advisers need to understand what clients are looking to achieve and how to take them there and keep them always looped into the process.
Insurers will continue to have to deal with regulatory and financial reporting changes, specifically the advent of IFRS 17 and ESG reporting, says Mr Brandon Bruce, ASEAN Insurance Leader at the global professional services firm EY.
Southeast Asian insurance regulators have agreed to create a task force to conduct a collaborative study on ASEAN sustainable insurance product development, according to Dr Suthiphon Thaveechaiyagarn, the secretary-general of Thailand's Office of Insurance Commission (OIC).
Health and life insurance are two different kinds of protection, both of which are necessary to protect your clients' family, finances and the future. They are not alternatives but complementary to each other.
Inflation has increased budget costs, which should be taken into consideration when evaluating life insurance coverage.
Most ASEAN insurers already have taken strategic steps to incorporate the Paris accord -- an international treaty on climate change -- or ESG into their operations. However, a general taxonomy to classify assets and liabilities according to a clear ranking is still being developed in most markets.
Regional InsurTech Igloo yesterday announced that it had successfully raised an additional $27m in its Series B extension, bringing a close to its Series B funding round at $46m.