Reza Mahmud’s Post

A research report published by Wealthtime explores the topic of succession planning for advice firm owners and whether the current adviser business model meets the needs of future advisers. Succession planning in an age of employees is the first of two reports published by Wealthtime in partnership with Octo Members Group, the UK’s fastest-growing community for financial services professionals.

Happy I was able to provide some insights on this article about the psychology behind some high net worth money behaviors. #UHNW #HNW #bcorp #onepercentfortheplanet #ESG #sustainableinvesting #investmentmanagement #FinancialPlanning #RetirementPlanning #taxplanning #CFP #CPWA

As we stand on the brink of a financial revolution, wealth management firms are feeling the pressure. Here’s how wealth managers can shift the narrative to navigate the inheritance wave. 💰 https://ow.ly/MZcT30sEi5n #EYCanada #BetterWorkingWorld

It's easy to feel pressure to act in the face of the planned increase to the capital gains inclusion rate. However, it is important to keep a focus on your wealth plan, remove emotional decision-making as much as possible, and not let the ‘tail wag the dog’. Our in-house wealth planning specialist Elvis Henrique B.A.,CFP,FMA,FCSI is here with some important points to consider when evaluating your approach the impending capital gains inclusion deadline. Check out the video below! #ElineskySchuett #RBC #FinancialPlanning #WealthManagement

The psychology of financial decision making can sometimes be an afterthought in personal finance. This article, featuring our partner, James N. Osborn, Jr., discusses why high net worth people may identify with the middle-class. #UHNW #HNW #bcorp  #onepercentfortheplanet  #ESG  #sustainableinvesting #investmentmanagement #FinancialPlanning #RetirementPlanning #taxplanning #CFP #CPWA https://lnkd.in/eJrBw8hu

As we stand on the brink of a financial revolution, wealth management firms are feeling the pressure. Here’s how wealth managers can shift the narrative to navigate the inheritance wave. 💰 https://ow.ly/aCnr30sCP6j #EYCanada #BetterWorkingWorld

As we stand on the brink of a financial revolution, wealth management firms are feeling the pressure. Here’s how wealth managers can shift the narrative to navigate the inheritance wave. 💰 https://ow.ly/1p3N30sEfEu #EYCanada #BetterWorkingWorld

It’s #FindAnAdvisorFriday! This week we are featuring Teresa Black Hughes, who is a financial advisor, associate portfolio manager and director at RGF Integrated Wealth Management in #Vancouver. Find out more about her services in The MoneySense Find a Qualified Advisor Tool (tap below). #itpaystoknow https://lnkd.in/eNhjDJmn #planning #investmentplanning #financialgoals #financialplanning #wealthmanagement #retirementplanning

What are the main priorities for wealthy families in 2024? Julius Baer’s Family Barometer report in collaboration with PwC Switzerland found that safeguarding wealth for future generations is a top priority for wealthy individuals across regions. In addition, the report addresses major trends across families concerning intergenerational wealth transfer, succession planning, individual and growth opportunities as well as family governance. ➡️ Discover the full report now: https://ow.ly/T71730sI5nk #WealthPlanning #family #JuliusBaer

Integro Private Wealth has snagged an adviser and a paraplanner from SFR Advisory Group to aid its expanding focus on estate planning and intergenerational wealth transfer strategies. https://bit.ly/42awJJP