In addition to the obvious financial benefits like helping clients set important goals and stay on track financially, financial advisers can transform their lives for the better, says Mr Mike Salierno, founder and financial planner at Eterna Generational Planners.
Great Eastern has spotlighted 12 most inspiring customers from Singapore, Malaysia and Indonesia by turning their stories into mini films starring themselves. These shorts premiered on the outdoor screen at One Raffles Place recently.
Financial advisers should leverage social media to connect with millennials and Gen Z, as new research indicates they are twice as likely to get financial advice online than from a professional, says financial counselor Myles Ma.
The AIA Group has launched "AIA CAN: An Eco-Office Movement" (AIA CAN) - a large-scale, multi-year programme that seeks to empower over 25,000 employees across 18 markets to adopt environmentally conscious mindsets, attitudes and behaviours to create more sustainable workplaces and a healthier planet.
Continuing from the robust half year results, the AIA Group achieved a substantial 35% in the value of new business (VONB) to US$994 million in the third quarter of 2023.
Standing out in the marketplace can be difficult. But you can differentiate your advisory practice from other competitors by carving out a niche that serves specific client needs or objectives. Smart Asset gives a breakdown of common niches that advisers specialise in.
At a recent ThinkAdviser webcast, a panel of adviser industry experts said the rapid pace of innovation unfolding across the financial service industry is pushing advisers to elevate their game and demanding ever-greater investment of time and resources. Here are eight trends highlighted at the webcast.
FWD Group Holdings Limited marked its 10th anniversary since the FWD brand was introduced on 14 August 2013, by announcing its '10 grants in 10 markets' charitable initiative for local communities.
AIA Group Limited (AIA) has announced the regional winners of the first AIA Healthiest Schools Competition. The initiative fosters active lifestyles, mental wellbeing and healthy eating habits among primary and secondary school students in Asia.
If your clients are parents, they may be able to take out a policy on their child/children. If they pass away, this will help your clients take time off to grieve without sacrificing their financial well-being.
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