Category Archives: Financial Management

#FASuccess Ep 147: Developing Next-Generation Advisor Talent With An Internal 2-Year Mentoring Program, with Jeff Dobyns

Welcome back to the 147th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Jeff Dobyns. Jeff is the founder of Southwestern Investment Group, a hybrid advisory firm based in the Nashville area that oversees nearly $3.5 billion of assets under management. What’s unique about Jeff, though, is the way he’s been able to develop next-generation talent in his firm, with a deliberate focus on not hiring experienced career changers or advisors with an […]

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15 Best Tax Saving Options under Section 80C

What so ever we earn, even then if our income is taxable we don’t want to pay tax on that income. We have a soft corner for our income. In this way, we tend to avoid paying taxes. We must remember that paying taxes on time signifies that you are a good citizen of your […] The post 15 Best Tax Saving Options under Section 80C appeared first on Jagoinvestor. Source link

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Experts back Boris Johnson’s Brexit deal

Experts have backed the agreement of a Brexit deal between the UK and EU. The accord was reached 85 days into Mr Johnson’s premiership and sees the removal of the backstop and its replacement with a new Northern Ireland Protocol, which will see goods heading into the province and destined for the EU subject to the bloc’s external tariff. Financial experts were relieved that a ‘no deal’ exit could be averted although Parliament could still vote the […]

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SBI Card Flexipay Facility – How to use?

Flexipay is a facility offered to SBI cardholders for converting their purchase to EMI. If you are SBI cardholder and buying item above Rs.500 using the SBI card, you can convert your purchase to Flexipay within 30 days of the transaction. Festival season is nearby and you must be planning to purchase a few big-ticket items. You can use flexipay EMI facility to buy big items. You need to repay the money in 6, 9, 12 or […]

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Future Self-Continuity: How Envisioning The Future Is Important To Financial Planning

Developing good habits, like eating healthy, exercising, and saving for a rainy day, is a challenge that we all share.  Clients of financial advisors are no exception, as no matter how carefully advisors craft financial plans and formulate sensible strategies to help clients achieve their goals, the majority of those clients struggle with following through on their tasks, even though they are 100% on board with the strategies they’ve agreed to adopt! Future self-continuity, i.e., the ability […]

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How to unlink Aadhaar from Bank, Digital Wallet & Other Service Providers?

Good News!! The Supreme Court has ruled that, citizens of India do not have to link their aadhar number to a range of services such as bank account, mobile sim, digital wallet (paytm), passport, etc. However Supreme Court has said that bio-metric ID is mandatory for accessing social welfare schemes and subsidies such as, LPG […] The post How to unlink Aadhaar from Bank, Digital Wallet & Other Service Providers? appeared first on Jagoinvestor. Source link

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Vanguard launches new low cost UK fund

Vanguard has today launched a new low cost UK fund. The Vanguard Active UK Equity Fund, designed for investors seeking exposure to UK companies, which the firm says is selected by expert fund managers at a low cost opened today. Vanguard says the new offering “blends and balances the complementary approaches of  two external managers focused on identifying growing UK companies, in a  fund designed to be held for the long term – more than five years”. […]

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Term Insurance Plans for NRI in India

Term Insurance Plans offered in India can be purchased by NRI. These plans can be purchased by NRI while he or she is visiting India. NRI needs to fill up additional NRI questionnaires while buying a term insurance plan. Term Insurance plans are a pure life insurance policy. This type of life insurance policy provides financial protection to the family member in case of unfortunate death of the policyholder. Term insurance plans are cost-effective, convenient and most […]

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Are You Adapting for Your Future Clients?

The pace of change today—from technology adoption to consumer demand for a personalized, convenient service experience—is unprecedented. What are financial planners doing to adapt to change, and how will they innovate in the future? These are the central questions explored … Continue reading → The post Are You Adapting for Your Future Clients? appeared first on . Source link

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