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Financial Planning
Recent Articles
Top planners pick up prizes
Written by
John Cremer
on
Sat, 13 Oct 2012
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Two days after being named Hong Kong’s Best Financial Planner of the Year for 2012 by the Institute of Financial Planners of Hong Kong (IFPHK), Leo...
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New financial talents give industry a boost
Written by
John Cremer
on
Sat, 13 Oct 2012
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The climax of the SCMP/IFPHK Financial Planner Awards 2012 was marked with a presentation dinner that not only celebrated the success of this year’s...
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Students light up university category
Written by
John Cremer
on
Sat, 22 Sep 2012
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A popular career choice for many students taking finance-related and, indeed, other subjects, is to go into financial planning and wealth ...
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Engineering a new career in finance
Written by
Wong Yat-hei
on
Sat, 01 Sep 2012
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Veronica Wong Kan-yin, manager for wealth management and protection at AIA, was a veteran educator, with her own tuition-centre business, before...
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Earth-moving experience redirects AIA partner
Written by
Wong Yat-hei
on
Fri, 03 Aug 2012
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The massive tsunami that struck Japan on March 11, 2011, left the country’s economy shaking and Nelson Lee without a ...
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AXA covers itself with quality hires
Written by
Andrea Zavadszky
on
Fri, 06 Jul 2012
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As the complexity of investment decisions grows and Hong Kong becomes a maturing insurance market, the need for insurance consultants and ...
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School dropout who forged a career in finance
Written by
Wong Yat-hei
on
Fri, 27 Apr 2012
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Matthew Lui Yue-chun came a long way before joining the financial industry. A school dropout who got back on the right track to get a university...
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A wealth of learning
Written by
Wong Yat-hei
on
Fri, 30 Mar 2012
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The programme, offered with Britain's Edinburgh Napier University, focuses on strategies in financial planning and ...
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Sun always shines for planners
Written by
John Cremer
on
Sat, 10 Mar 2012
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The recession forced individual investors to rethink all kinds of assumptions about risk, returns, and the relative importance of different wealth...
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Be sincere and don't be blinded by gold's glitter
Written by
Chiu Po-sze
on
Fri, 13 Jan 2012
0 Comments
Kit Ho has been working in the insurance industry for three years. Currently, she works as a team manager at Prudential ...
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