As a result, they have individually personalized financial plans to help protect the financial future. Madison Investment Advisors is a fee-only financial advisor firm that's based in a city that bears its own name, Madison, Wisconsin. Why Independent? Their systematic approach and frequent feedback aid in the development of long-term partnerships as we work together to achieve their objectives. Armed with a vision to raise the standards of the financial advisory industry, and improve the quality of financial literacy in Singapore, Raymond Ng founded the firm in 1999. Choosing a financial advisor that will fit your unique needs is essential for a successful financial journey. Licensed Financial Adviser https://www.vi.app +65 68014500 1557 KEPPEL ROAD #01-01 089066 AAM ADVISORY PTE. Discussion TopicPersonal Financial AdvisoryPrivate Wealth AdvisoryIslamic Wealth AdvisoryFee-Based AdvisoryCorporate Financial AdvisoryCareerBecome Our PartnerGeneral Feedback, 150 Beach Road #12-01/08, Gateway West Singapore 189720. Ask your FA representative whether the financial adviser he or she represents is confined to selling products of a restricted range of product providers. Today, iFast operates a leading fintech wealth management platform in Asia, with assets under administration (AUA) of about S$14.45 billion as at Dec 31, 2020. iFast was predominantly a unit trust investment platform. To make your financial planning endeavours more effective, our Financial Consultants will: To ensure that youll have a financially stable and an emotionally satisfying life. In 2000, unit trust purchases were mainly limited to big players such as banks and insurance companies, and mostly via offline channels. As there is no such thing as an Independent Financial Adviser license in Singapore, IFA Firms are, in essence, Financial Adviser license holders who offer financial advice while being free from undue influence. Make sure to verify the firm is registered under MAS and likewise their representatives under Financial Industry Disputes Resolution Center (FIDRec). Financial Alliance Pte. We are internationally recognised and licensed by the Monetary Authority of Singapore to provide quality corporate finance advisory and fund raising services to companies listed on the Main Board of the Singapore Exchange Securities Limited (the "SGX-ST") or companies and entrepreneurs with aspirations to do so. Ifimpartial financial adviceis what you seek, then you should only engage an IFA Firm. At Financial Alliance, we are dedicated to offering our clients independent financial advice. It just takes 5 minutesto complete yourloan application! View job listing details and apply now. Financial Advisory for Equity and Debt Fund Raising, Mezzanine Financing / Alternate Financing. Find the right financial advisor for you with NerdWallet's list of the best advisors. Becoming an independent Registered Investment Advisor. Independent financial advisers are best sought for their expert guidance in the financial services industry. Financial Alliance is Singapore's leading and award-winning Independent Financial Advisory Firm. Our wide range of wealth management and financial planning solutions is second to none. Working with an adviser may come with potential downsides such as payment of fees (which will Understand your financial objectives; and. The firm will help find the best solutions to your situation rather than restricted access to financial and wealth solutions an ex-pat may have. At Manulife Financial Advisers, we are committed to putting your needs first. Today, Ray Alliance is a 30-man team helmed by four senior management professionals - all in pursuit of the same vision. Our fintech infrastructure will then narrow down the thousands of products provided by various financial institutions in Singapore before providing you with well-rounded solutions. By continuing to access this system you acknowledge you are aware of and agree to these terms. Permission and instructions to access this system can be obtained from the SmartAsset access control Fortune Credit Pte Ltd is a licensed moneylender (License No. I suspect Ive been scammed! We are a leading Independent Financial Advisory firm in Singapore under Promiseland. With the combined expertise of our member-community, we aim to deliver an exceptional experience that includes sharing best practices and continuous learning opportunities through conferences and workshops, industry-leading mentorship with experienced members of the association and participating in networking and feedback events to form new business relationships. Check out client feedback and testimonials for products and services availed by past clients through Google reviews. Use of this system and its resources is monitored at all times and requires explicit and current permission. Options empower you to choose the right plan to secure the right outcome. As part of assessing your financial situation and needs, the financial advisory (FA) representative will help you identify specific goals and develop a plan to achieve them over time. Company Type For Profit. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Being a fee-only advisory firm, expect not to pay any other compensation for their product providers. They assume that pre-packaged investment strategies cannot capture the complexities of investment. Post a Job. They are a licensed financial advisory firm founded in Singapore, primarily serving high net worth and high income clients. We are internationally recognised and licensed by the Monetary Authority of Singapore to provide quality corporate finance advisory and fund raising services to companies listed on the Main Board of the Singapore Exchange Securities Limited (the "SGX-ST") or companies and entrepreneurs with aspirations to do so. Read this subscriber-only article for free! Today, Ray Alliance is an independent financial advisory firm licensed by the Monetary Authority of Singapore. LTD. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matchin Job Description. Financial advice is given when someone looks into your needs and financial situation and recommends you to purchase an investment or life insurance product. We are steadfast and uncompromising on our competence and professionalism. It is a multi-awarded financial advisory firm offering individual and corporate financial advisory. Financial Adviser's Licence A company must hold a financial adviser (FA)'s licence to conduct financial advisory services regulated under the Financial Advisers Act, unless otherwise exempted. Thus, carefully considers your goals, limitations, spending habits, and investment options. Regular Savings/Investment, Portfolio Management, Income protection, Critical Illness Insurance, Education Planning, Retirement Planning,, CPF Investment, U.K SIPP & Pension Transfers, Legacy & Succession Planning, Tax Effective strategies, 14 Robinson Road, #10-01 Far East Finance Building, 048545, Financial planning/ Wealth planning, Investments and insurance, Retirement planning, Legacy planning, Business continuation planning, Employee benefit planning, Global funds, Global property funds, Comprehensive financial planning, Financial advising, Financial planning, Retirement planning, Investment planning, Insurance planning, Financial Advisor Intermediary Connect you to FAs in Singapore. We had an overwhelming response from POs of our Firm Members when we met each other on-screen via the Zoom Platform. How did iFast Corp become a major player in the retail investment scene? But selecting one is more than just looking at experience and qualifications. Deloitte offers expertise in a broad range of Financial Advisory Services such as M&A transactions, Corporate Finance, Valuation & Modeling, Value Creation, Infrastructure & Capital Project, Restructuring services, Forensic and Economics Advisory. "An independent financial advisor is an advisor that is not tied to the proprietary products of one firm and/or not tied to minimum production requirements of one specific investment or. iFast's beliefs include pricing transparency, independent research and technological innovation. Only authorised firms and individuals are allowed to give you financial advice on investments and life insurance products. Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, they are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group. In 2002, following the enacted Financial Advisers Act in Singapore, iFast launched its business-to-business (B2B) division catering to emerging independent financial advisory firms. How Singapore fintech firm iFast is shaking up the investment industry, All done! You can directly question a financial adviser in Singapore about their affiliations and the variety of goods and services they provide to find out if they are independent. review the ongoing performance of any Adviser, participate in the management of any users account by an In this table, we compare IFAs to other financial advisers at a glance, highlighting the key differences between them. Being an independent financial advisory firm, they guarantee unbiased and non-sales-influenced advice to cater to the clients best interests. Charges an investment fee of about 1% to 1.5% of your investment or assets under management (AUM), All types of financial advisory services and products, Investments such as mutual funds, stocks, ETFs, and more. Whatever stage you may be in your career, it is essential to seek advice from IFAs to help you manage and understand your finances better. 2022 marks the year we turn 7 and what a spectacular journey it has been! of the law. If you need the services of a financial adviser today, here are some of the best options. For INDEPENDENT Financial Advisory firms such as Financial Alliance, its financial advice must be free from the undue influence of higher remuneration and/or meeting sales quotas. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is Our client is one of the UK's leading independent financial advisory firms. Through Innovation Copyright 2023 FORTUNE CREDIT PTE. Read more. Independence isn't just the logical next step in a successful careerit's what gives you the freedom to offer a new level of service to your clients. 202120748H. In other words, financial advice from Financial Alliance is given solely in clients interests. They strive to be the new standard in financial guidance, creating significant value for our clients. We provide qualified, independent opinion letters for regulatory and other due diligence or compliance related concerns. Look for a lock () What Is an Independent Financial Advisor? Instead of telling you who to trust and which products are the best, they write guides and product reviews of the various financial products in Singapore so that you can make an informed decision. Schwab helps independent Registered Investment Advisor (RIA) firms of all sizes follow their own blueprints to create a brighter, more . This enables us to provide our clients with the flexibility to fit financial plans into their lives, the way they want to live it. 9. Advisor Insight. IPP Financial Advisers, is client focused, providing tailored financial advice to help you achieve your financial goals. IFAs charge consultation fees, depending on the type of client engagement and services rendered. go.gov.sg/open). FA Playbook. AdvisorEngine, the financial experience company, announced at the Technology Tools for Today (T3) conference the release of its Spring/Summer 2023 issue of Action! Synergy is a passionate group of financial advisers dedicated to finding client-centered and winning solutions for its clients. . They believe that financial planning in Singapore should be made easy for everyone. They provide guidance to financial advisers on when they may use the term "independent" in the name, description or title under which they carry on business in Singapore, promote or advertise their services, or in relation to their provision of any financial advisory service. until your children are independent, Work out your budget to see if you can afford the premiums throughout the life of the contract, Certain tie-ups where banks partner specific product providers to distribute their products, Instances where the FA representative is a tied agent of an insurer and only offers the products of that insurer, Not receive any commercial benefits from a product provider which may create product bias, Be free from any restriction relating to any investment product which is recommended, Be free from any conflict of interest created by any connection or association with any product provider. You have the choice of purchasing insurance for yourself or any members of your family. All rights reserved. Through Expertise Independent financial advisers You may meet financial advisers that promote or advertise their services as being independent. In addition to helping put together your insurance and investment portfolio, an all-rounded financial adviser can help you plan financing for your property purchases, create a will and trusts, and more. As one of the more prominent independent financial advisory firms in Singapore, the mission has been to democratise financial advice for the ordinary Singaporean citizen, and to that end the company has succeeded remarkably well, building its business but also reinforcing its reputation for quality and integrity. Wherein, a significant 56% of Singaporeans rank financial advisers as a top source of financial advice, according to SJP Asias survey. You may wonder what a financial advisor does. Violators can and will be prosecuted to the full extent Fortune Credit, a licensed and reliable moneylender, offers low-interest personal loans for your urgent financial needs. Each has different business models and structures. They also have unique offerings like university fee planning and international multi-currency mortgages. magazine, the resource for investment advisory firms that brings together top thought leaders in wealth management and technology. We provide advice on protecting, enhancing and realising value to . The gift link for this subscriber-only article has expired. Fee-based and may earn a commission from the product they sell or for managing your investment. As an independent financial advisory (IFA) firm, we have stuck to this principle from day one so that our clients benefit fully from impartial advice and put in place the best-suited financial plans. Today, Ray Alliance is a 30-man team helmed by four senior . Robo-advisor platforms may charge 0.25% to 0.89% of a clients AUM. You may meet financial advisers that promote or advertise their services as being independent. Investments Offered Investment Platforms Wide range of funds from iFast, Aviva Navigator, POEMS, and Havenport Access to exclusive funds Customise your portfolio based on your risk tolerance Established in 2002, Financial Alliance Pte. Insurance One-On-One With John Dasson, An Advisor With Financial Alliance, Singapore's Largest Independent Financial Advisory Firm. We are constantly looking for better ways to do the things we already do well. What makes iFast stand out from the competition? After which, we will help to manage clients core investment. More importantly, with this additional peace of mind, you can focus on your top priority the road to recovery. Independent Resourcing Consultancy Ltd is now hiring a Independent Financial Advisor in Singapore. What this generally means is the firm has no financial or commercial links with product providers. Death Benefits, Permanent/Partial Disability, Temporary Disability, and Medical Expenses are all covered by their personal injury insurance. As Financial Advisers, negligence with sensitive client information places oneself at risk of a data. In Singapore, only a handful are Independent Financial Advisory Firms because only a few are able to ensure that the financial advice given is free from the undue financial influence. They also have a cashback program where you can get 5% cashback in P$ credits when you buy Travel, Car, or Pet Insurance. What should I do? In 2002, following the enacted Financial Advisers Act in Singapore, iFast launched its business-to-business (B2B) division catering to emerging independent financial advisory firms. They have detailed strategies to help secure your company and staff as well as your familys future. 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