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Practice Challenges Facing Financial Planners

By Taylor Liao, CFP

The financial planning profession faces a lot of challenges including a general lack of awareness from the public, competing designations that confuse the public, lack of regulation, and people claiming to be “financial planners” when they are not qualified.

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Point, Counterpoint: Can fee-only financial planners serve smaller clients effectively?

Phil Billingham, CFP says yes:

As an argument for staying on commission, it’s right up there with ‘But my clients won’t pay fees’. It’s ‘If I move to fees, my older/smaller clients will not be able to afford me’. To translate this, the argument is that ‘I will have to stop looking after them because they will not be profitable enough’.

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Willie Yiu, AFP

Hong Kong

Willie Yiu, AFP has worked in financial services for 12 years. Graduating with a degree in financial planning, he worked with advisers and clients in Australia, Singapore, Taiwan and Hong Kong to devise holistic solutions to the problems faced by globe-trotting expatriates. In addition, he also ensured professional and compliance standards have been met by advisers.

The combination of experience in financial planning and his dedication to uphold its standards resulted in the highlight of Will’s career so far when he was awarded 2011 Hong Kong’s Best Financial Planner of the Year at the prestigious IFPHK/SCMP Financial Planner Awards. The Awards are co-organised by the Hong Kong

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Regulatory Changes in India Affecting Financial Planners

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

“Times, they are a’ changing”, goes a song from times gone by. For the financial services industry, the changes have started coming in, fast and thick, since 2008.

The entire financial community was viewed with suspicion, with bankers bearing the brunt, for obvious reasons.

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FPSB Meeting in Hong Kong

By Dennis Lau, IFPHK CEO

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to host the upcoming Financial Planning Standards Board (FPSB) meeting at The Langham Hong Kong from 22-26 April. The IFPHK and FPSB have committed to putting together a conference week based on past success and the best Hong Kong has to offer to ensure we have a great and productive few days together. This year, much of the focus of discussion will be on growing the financial planning profession around the world.

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The Financial Planning Profession at War: Which Flag Do You Fly?

by Mark DiGiovanni, CFP

I grew up in New York State, but I’ve lived my entire adult life in Georgia. As a result, I’ve heard a lot about the American Civil War over the years. One of the most iconic symbols of the American Civil War is the Confederate Battle Flag, familiar to anyone who ever saw an episode of “The Dukes of Hazzard”.

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10 Pieces of Advice for New Financial Planners

By Lovaii Navlakhi, CFP

I started out as a financial planner in 2001 without really meaning to. In between jobs, I began devoting time looking after portfolios of my friends and ex-colleagues. By the time my new job materialised, it was too late – I was hooked. I was thoroughly enjoying myself in this new role as a financial advisor.

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10 Tips For New Financial Planners To Maximize Career Progression

By Michael Kitces, CFP

Getting started as a financial planner is difficult. Although not quite the ugly environment of decades ago, where every prospective advisor was simply thrown out into the cold to fend for themselves trying to find clients in a brutal demonstration of natural selection and survival of the fittest, the fact that financial planning is still dominated by small firms with limited experience in hiring and training makes formal career paths rare.

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