As the scope of financial planning expands, professionals with direct experience in fund management have the advantage. At Redvest, our advisors have experience managing equities, fixed income and foreign exchange locally and in the global market.
“Financial planners will soon be allowed to provide advisory services on investments such as stocks and bonds, instead of just recommending financial plans, insurance policies and unit trust funds.
The initiative to expand the scope of financial planners was announced by the Securities Commission Malaysia (SC) during the annual Signature Financial Planning Symposium organised by the Financial Planning Association of Malaysia on Oct 11. SC chairman Datuk Syed Zaid Albar says such an initiative will allow financial planners “to play a vital role in protecting investors against bad investment choices”.
https://www.theedgemarkets.com/article/financial-planning-role-financial-planners-broadened