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Tag: IFA

Financial Adviser Targets Self-Starters to Hone Skills on the Job

Founded in 1993, Convoy Financial Group (“Convoy”) is Hong Kong’s leading listed ...... ...

'I try to blend the best from East and West'

When I started as a customer service representative at Standard Life, I never expected to become its CEO 26 years later. That's the reward. I came from the bottom of the ladder, says Roy Halliday. ...

Top planners pick up prizes

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 Leung Wing-kwan, branch manager and senior financial ... ...

New financial talents give industry a boost

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 winners, but also provided an arena to ... ...

Sun always shines for planners

The recession forced individual investors to rethink all kinds of assumptions about risk, returns, and the relative importance of different wealth management products in ... ...

Fonts of excellent financial planners

The spotlight naturally falls on the individual finalists during the SCMP/IFPHK Financial Planner Awards, but within the industry another category is ... ...

Champions champion client focus

The top prize winners at the SCMP/IFPHK Financial Planner Awards 2011 deserved all the plaudits they received at the presentation dinner on 11 October attended by 400-plus industry leaders and ... ...

Making sure the shoe fits

Success as a financial planner obviously requires in-depth knowledge of insurance and investment products, plus the ability to ... ...

Matching measures needed

Financial planners generally believe that changes to the decade-old Mandatory Provident Fund system will be better for ... ...

Setting another benchmark

With the first-round winners in the SCMP/IFPHK Financial Planner Awards 2011 just announced, the stage is set for an intense battle for ... ...