2013 Outlook, part 2

To start off our outlook series, it is such an honor to present the views of one person I admire and respect much, Mr. Henry Herrera.  An actuary by training, Mr. Herrera has become one of the most influential figures in financial services industry. He is one person who truly practices what he preaches and … Continue reading 2013 Outlook, part 2

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Philippine growth: When will we feel the benefits?

Question: Our economic fundamentals showed a lot of improvements lately—credit ratings upgrades, BSP rate cuts, lower inflation rates and stock market all-time highs. But it seems Juan dela Cruz doesn’t feel these improvements yet. The poverty and unemployment rates are still high according to news. How long will it take for our poor kababayan to … Continue reading Philippine growth: When will we feel the benefits?

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What is Financial Planning, who are Financial Planners?

FINANCIAL PLANNING is a relatively new profession.  It represents the first broad-scope service profession to emerge in recent years.  Its development can be traced back to  1969, when a small group of financial services professionals met at a hotel near Chicago’s O’Hare Airport to discuss the inadequacy they saw in the state of financial services … Continue reading What is Financial Planning, who are Financial Planners?

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