The Business Times

Galit Ben-Joseph

GALIT BEN-JOSEPH, CFP, IS AN EXECUTIVE DIRECTOR AND WEALTH ADVISOR WITH JP MORGAN WEALTH MANAGEMENT

credit squeeze, taxation, purse
INSIGHTS FROM CFA SOCIETY SINGAPORE

How to talk to clients about inflation

AS FINANCIAL advisers, we often have clients coming to us with various questions about gross domestic product, unemployment, interest rates, consumer consumption,...

A good adviser knows how to communicate and breaks things down to a level that’s easy to understand. How much money did the client start with? How much is there now? What is the dollar increase, the percentage increase, and how do these returns compare to the benchmark?
WEALTH & INVESTING

The financial adviser value proposition: The five components

WHAT can we do for our clients that they can’t do on their own? What can make us better at managing their...

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