Financial advice has traditionally focused on objective financial well-being. However, a new study by AIA Australia has shown that a client's subjective financial well-being is the missing piece of the well-being puzzle.
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.
Prudential Singapore has been given the nod by regulator the Monetary Authority of Singapore (MAS) to set up a new financial advisory (FA) firm, promising a wider range of products and services to its customers.
Prudential Singapore yesterday announced that it would be setting up a financial advisory firm to offer a wider range of products and services to its customers, complementary to its life insurance offerings.
The launch of a pilot project to introduce supplementary private pension products in 36 cities and regions of China at the end of November 2022 is a clear sign that policymakers understand the need for capital-funded pension provision in adapting the pension systems to rapid demographic change, says Allianz Research.
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.
Private insurer ICICI Prudential Life Insurance's assets under management (AUM) have crossed INR2.5-trillion (US$30.18-billion) mark, the company said in a release.
Tata AIA Life Insurance has announced the launch of its Emerging Opportunities Fund that will invest in mid-cap companies and emerging market leaders with the potential to generate significant future growth.
About 93% of financial planners intend to increase their fees next year, while funds under advice steadily rises.