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Wealth Management tag returned 23 results

  • Bank Partner of the Year 2018: Citibank, Hong Kong

    For its collaborative efforts and relentless focus on continuous improvement at all levels of its bancassurance partnership with AIA, Citibank has won Bank Partner of the Year at the 3rd Asia Trusted Life Agents & Advisers Awards.

    Agents | 08 Jun 2018
  • Australia: Financial advice scandal worsens with likely shareholder class action

    A global law firm is investigating a possible class action against Australia's biggest wealth management company AMP, which has admitted to cheating customers and lying to the corporate regulator, the Australian Securities and Investments Commission (ASIC).

    Asia | 24 Apr 2018
  • Australia: Call to bar banks from offering financial advisory services

    Forcing the big banks to sell off their financial planning businesses should be under serious consideration, according to Australia's former competition chief, in the wake of explosive evidence heard by the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry this week.

    Asia | 20 Apr 2018
  • Australia: Regulators probe lies about financial advice by biggest wealth manager

    Australian Treasurer Scott Morrison yesterday said that the corporate regulator, the Australian Securities and Investments Commission (ASIC), was investigating false or misleading statements that had been made to it over financial advisory services and fees.

    Asia | 19 Apr 2018
  • Should how old your client is determine how he invests?

    Conventional wisdom states that those of us in the earlier years of our careers should be investing differently than those who are closer to retiring. But different generations aren't investing that differently. Why is that so and is it time to rethink retirement strategies?

    Agents | 07 Mar 2018
  • Australia: Regulator calls for improvement after investigation into financial advice businesses

    Advice licensees in all vertically integrated businesses should regularly analyse which products, including insurance, from their approved product lists are being recommended by their advisers, says the corporate regulator, the Australian Securities & Investments Commission (ASIC).

    Agents | 30 Jan 2018
  • Australia: 1 in 3 hope to reduce stress, personal debt levels at record highs

    With personal debt levels at record highs, one third of Australians are hoping to reduce their stress in 2018, according to new research from finder.com.au.

    Agents | 04 Jan 2018
  • South Korea: Government sounds warning on bitcoin boom

    South Korean officials have sounded caution about the current bitcoin frenzy that is luring not just seasoned investors, but ordinary people with little prior experience in virtual currencies, with its soaring price.

    Agents | 13 Dec 2017
  • Malaysia: Bank Negara Malaysia updates Financial Consumer Alert list

    Your prospects and clients telling you about that "sounds-too-good-to-be-true" investment idea he is pursuing or the impressive company that you have never heard of that she is going to invest her life savings in? It may be a good idea to check against Bank Negara Malaysia's Financial Consumer Alert list.

    Agents | 12 Dec 2017
  • 3 paradigm shifts needed for future-ready RMs - Singapore Finance Minister

    To ensure that Singapore's private banks are able to stay on top of their profession, there is a need to equip Relationship Managers (RMs) to be future-ready. Three paradigm shifts need to be effected to do so, according to Mr Heng Swee Keat, Minister for Finance, at the opening of Wealth Management Institute (WMI) at Nanyang Technological University (NTU).

    Agents | 08 Dec 2017

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