JFS Wealth Advisors’ Post

NPS Series Part 2 - NPS scheme selection. In this we discuss the choices you have between Active & Auto selection. Active is when you decide the asset allocation between Equity, Corporate Bond, government Securities and Alternates. Auto is where it automatically selects the allocation for you. Kirtan A Shah, Vishal Gada, Jaishank Gupta, Zaheer A Sayed ACCA, CA Pranit Jain, CMA (USA), Yukti Gala, CFP, Jeetendar Peswani,CFA, Syed Jafri, ICA, Anu Agrawal & Suresh Varma #nps #nationalpensionscheme #cfp #cfp® #cfa #fpaedutech #invest #retirementplanning #investing101 #investingforbeginners #investment #investments

I believe it's important to glance in the rear view at moments to take measure of your progress, in order to map the road ahead. The finish line is perpetually over the next hill. Enjoy the ride! Matt McClure & Tony Cassar - IG Private Wealth Management #financialplanning #cfp #cfa #dufferincounty

- TIAA and Nuveen achieve milestone with nearly $35 billion in assets under management for lifetime income target-date solutions. - Key offerings include TIAA RetirePlus, TIAA Secure Income Account (SIA), and Nuveen Lifecycle Income CIT Series (NLI), catering to institutional clients in various sectors. - Successful activation of NLI for 19 plan sponsors reflects commitment to expand access to lifetime income solutions. To know more, read the full article on #theenterprise #TIAA #Nuveen #LifetimeIncome #RetirementSolutions #FinancialSecurity #TargetDateSolutions #MarketLeadership #RetirementCrisis #FinancialServices #globalbusiness #theenterprisenews #followformore #global #finance

The CFA program helped me to create concision without losing context. Financial assets will always have their place in one’s portfolio. The golden question is the % of each asset class to allocate, to achieve the required rate of return while maximising the risk adjusted returns. Quality advisory will be the key differentiation factor for financial institutions to create a positive impact. To improve trust. With that, consumers can benefit from tailored strategic asset allocation. This will be the main factor financial institutions can stay relevant for the long term. Often, the discorrelation happens while finding the balance between quality advisory and long term profitability. The knowledge and expertise gained from obtaining the CFA designation will be the bridge to make this purpose a reality. #cfaprogram #cfainstitute #cfa #wealthmanagement #cfasocietysingapore

To kick off 2024, I’ve answered a few questions about Arbuthnot Latham and my role here, please see the article below. If anyone in my network would like to explore a private banking relationship, or knows someone who might, please do get in touch.

🎉 Proud to announce that I have officially earned the *Chartered Wealth Manager®️ *(CWM®️)* designation! This milestone represents a significant investment in my career and underscores my dedication to delivering exceptional wealth management services. With this prestigious credential, I am more equipped than ever to navigate today's financial landscape complexities and serve my clients with the highest level of expertise. Looking forward to the journey ahead with excitement to leverage this credential to better serve my clients in today’s complex financial environment. #AAFMINDIA #CharteredWealthManager®️#CWM®️Sahi hai #WealthManagement #FinancialPlanning #InvestmentAdvisor #WealthBuilding #FinancialAdvisor #InvestmentStrategy #FinancialFreedom #AssetManagement #WealthCreation #FinancialGoals #RetirementPlanning #WealthPreservation #FinancialSecurity #WealthStrategy

Interested to get into wealth management after CFA? 💰 Join AKSHAT GARG, CFA, CFP as he unravels how CFA helped him to enter the field of wealth management.🚀 Get the industry insights and have all your questions answered. 🫡  . . Link to register - https://bit.ly/cfa25july . . #Freewebinar #CFA #CFAwebinar #Upskill #Financecareer #WealthManagement #Careergrowth

Well well well then, some big news today… SJP full year results, share price taking a battering and a provisional £426 million earmarked to cover a review of historic evidencing and delivery of ongoing advice… I did post something a month or two ago about certain advisors sitting on their hands and being half baked; well for those that fit this form and simply do not deliver quality ongoing advice this is the cost to bear. Hats and whatever else off to SJP for putting clients before profits, and again for me it reiterates the importance of the backing from the largest UK Wealth Manager; they have stepped in and done the right thing 👊🏻 And of course how can I forget…. £15.4bn gross inflows, record fum of £168.2bn, client retention levels 95.3% and still left with £68.7m in cash for the year… Thats alright that 😊 #positivevibesonly #proactivefinancialplanning #smilewhileyoustillhaveteeth

DIFC Family Wealth Centre announces the release of "Understanding #DIFC Trusts: A Comprehensive Guide" a collaborative publication by our accredited advisors on governance and succession planning Equiom Group. This guide offers in-depth insights into trust structures within DIFC, serving as an invaluable resource for wealth and estate planning. Access the guide here: https://lnkd.in/d_fYtP3A #WealthManagement #EstatePlanning #DIFC #Trusts #FamilyWealth

Tag someone who needs to see this! Ever been caught off-guard by a client's question? With the Chartered Wealth Manager® (CWM®) certification, you'll be equipped to handle any curveballs thrown your way. Stay informed, stay ahead, and ensure you're always the go-to expert for your clients' financial needs. #wealthmanagement #financialexpert #careeradvancement #financialadvisor #wealthmanager #clienttrust #industrycertification #financecareers #cwmsahihai #aafm #aafmindia