Latest Articles
2024 December Market Outlook
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How to Plan a Low Budget Christmas Celebration and Have Fun too!
Christmas is a time for joy, celebration, and spending time with loved ones but it can also be a time of financial stress, as the holiday season often [...]
5 Tips for Using Technology to Enhance Your Financial Advisory Strategy
The synergy between financial advisory and technology can create a good dynamic for bringing the best services to clients. Learn more about using technology to enhance your advisory [...]
6 Financial Actions You Should Carry Forward into Next Year
Blaze into the new year with these 6 finance principles! As we approach the end of the year, we reflect on what we have done well especially in [...]
The Pros and Cons of Crowdfunding for Investors
The concept of crowdfunding has become more popular, gathering like-minded individuals to invest in a product, no matter how small the amount invested. Crowdfunding involves gathering modest contributions [...]
Latest News
ASB Historical Returns from 1990 to 2020
Amanah Saham Bumiputera (ASB) historical returns from the fund's launch in 1990 to the latest returns in 2020. Permodalan Nasional Bhd (PNB) just announced the lowest distribution in Amanah Saham Bumiputera (ASB) in 30 years, [...]
What Malaysians Need to Know About EPF Nomination
You need to know this about your EPF retirement funds nomination. Don't risk falling for viral hoaxes. Get accurate information on your nomination and beneficiaries! EPF Nomination "By [...]
AirAsia Finally Removing Credit Card Surcharge
Did you know that under Malaysia’s central bank (BNM) guidelines, merchants are not allowed to impose card surcharges? AirAsia is taking a positive step to scrap their processing [...]
The Convergence of FinTech, LawTech and RegTech
How does FinTech, LawTech, and RegTech more than co-exist but actually converge and relate powerfully? It's more than merely sharing the "Tech" tag. "FinTech needs to come with [...]
Malaysia Launches National Financial Literacy Strategy
Malaysia's Prime Minister Tun Dr Mahathir Mohamad today launched the nation's five year National Financial Literacy Strategy 2019-2023. This initiative's vision is to improve the financial well-being [...]
Popular Articles
Opportunities in Private Equity Investment
Opportunities in Private Equity Investment By Ho Seng Yee (RHB Asset Management CEO) What is PE? Private equity is equity capital that is not quoted on a public exchange. Private equity consists of investors and funds that make investments directly [...]
Maybank AmEx Weekend Cashback is Back
For all those who have been with the previous king of cashback, Maybank 5% weekend cashback is back after disappearing in Aug 2015 when most ccards got hit with a nerf bat! Maybank AmEx [...]
EPF Simpanan Syariah (EPF-i) Registration Opens Aug 8
EPF Simpanan Syariah on track to launch on Jan 1, 2017 w RM100b initial fund size. Applications open 8.8.16 Latest post here EPF Simpanan Syariah (EPF-i) Approved after 71% positive respondents to Members Consultation on [...]
EPF Relaxes Foreign UT Requirements
EPF removing 30% foreign shareholding cap for EPF approved UT investments effective Aug 1, 2016. Current EPF Members Investment Scheme (MIS) EPF members can opt to withdraw part of AC1 to invest in unit trust (UT) [...]
MaybankPay – 1st MY Mobile Wallet
Maybank launches the 1st Malaysian mobile wallet on your smartphone targeting 20k users in 2016. How to Use 1. Download MaybankPay app 2. Register cards (max 8 cards) 3. Tap on SmartPhone to pay [...]
Personal Finances
Dealing Financially with Divorce
Divorce is rough on all parties involved. Make it easier to face by being prepared for the implications on your financial lives. The original version of this article was published on FundingSocieties.com.my. The latest Department of [...]
The Ethical Investor: Personal Finance Meets Sustainability
The image of capitalist corporations exploiting where they can in the pursuit of wealth is challenged as the public demands businesses show more accountability and responsibility in their actions. The concept of ethical investing has [...]
Understanding Your Financial Mindset and Breaking Free from Unconscious Habits
The first step towards getting peace of mind regarding your financial matters is to understand yourself. According to a survey conducted by Ringgit Plus, only 36% of Malaysians were considered financially literate. The survey also [...]
Risk Management & Estate Planning
Investment Options for Monthly Regular Income
A generous & loving older retired couple approached me to discuss options to look at for investing. They had recently received a sizable inheritance gift & wanted to receive regular monthly income & upon passing to pass on the [...]
Is Female / Lady Insurance Worth It?
Recently a number of clients had been asking me whether is female / lady specific insurance worthwhile getting... Firstly what is female specific insurance exist? It is a comprehensive insurance designed to be marketed for females. Coverage would [...]
Getting Your 1st Life Insurance Policy
Recently friends have been asking me about the 1st insurance policy to get. Either for themselves or for their children who are still studying. Below are some guidelines. On buying your 1st insurance policy, usually [...]
Investing
The Future of Robo-Advisors
Robo-advisors represent an undeniable shift in the world of finance. The choice of how we navigate this change remains with us. In the 21st century, an era marked by remarkable technological advancements, we find ourselves [...]
2023 August Market Outlook & Review
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Market Overview August 2023
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