Arch Global Advisors, New York, NY Videos
Videos by Arch Global Advisors in New York. Building Generational Wealth
Financial Professional Best Practices! Akhil Kumar a managing partner here at Arch Global Advisors was featured as a speaker in a panel discussing best practices for advisors, with a focus on the next generation.
A big thank you to Atria Wealth Solutions and Cadaret Grant for this opportunity, Brian Nelson for moderating the discussion, and the other panel members Mitchell Goldberg and Lee Rosenberg. Thank you as well to all the attendees of the Westbury Engage Workshop.
It’s always a great opportunity to be able to both network with other advisors in our community and learn from excellent panel discussions on the securities industry and practice management. We hope to continuously help others by sharing our insights and look forward to the next panel we can be a part of.
#financialadvisor #practicemanagement #nextgeneration #network #advisors #wealthmanagement #education #opportunity #business
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Financial Professional Best Practices! Akhil Kumar a managing partner here at Arch Global Advisors was featured as a speaker in a panel discussing best practices for advisors, with a focus on the next generation. A big thank you to Atria Wealth Solutions and Cadaret Grant for this opportunity, Brian Nelson for moderating the discussion, and the other panel members Mitchell Goldberg and Lee Rosenberg. Thank you as well to all the attendees of the Westbury Engage Workshop. It’s always a great opportunity to be able to both network with other advisors in our community and learn from excellent panel discussions on the securities industry and practice management. We hope to continuously help others by sharing our insights and look forward to the next panel we can be a part of. #financialadvisor #practicemanagement #nextgeneration #network #advisors #wealthmanagement #education #opportunity #business
What a great turnout at our APPNA Spring 2023 Seminar! Thank you APPNA for having us at your annual spring meeting at Rosen Shingle Creek Resort in Orlando, Florida. Arch Global Advisors was excited at the opportunity for our CEO, Sheraz Iftikhar, to speak with everyone on the basics and importance of taxation and retirement planning. “When it comes to retirement, one method is your defined contribution plans which is your 401k’s, your your Roth IRA’s, your IRA’s. The other is a defined benefit plan. The second segment (the defined benefit plan) is something that I am going to talk about today because that is an important segment that gets missed, and a lot of physicians are unfamiliar with that market space.” If you have any questions on these topics and how Arch Global Advisors can help you, please reach out to us for more information. #retirementplanning #physicians #doctors #401kplans #ira #definedbenefitplan #investmentplanning #financialadvice #financialplanning
The Importance of Your Succession! Sheraz Iftikhar the CEO and managing partner here at Arch Global Advisors was featured as a speaker in an exciting webinar that explored the importance of succession planning and the acquisition opportunities it offers younger financial professionals. “Always start early, start preparing yourself.” “You have to make sure you have good analytics of your firm, you have to make sure you have an understanding of what your client demographic is, and obviously a starting point is that you have to also see what your wishes are.” A big Thank You to Atria Wealth Solutions and Brian Nelson for this opportunity, and Jim Brown for moderating the discussion. Thank you as well to all the attendees of #engage2022 for making the succession planning seminars such a great success that this webinar series was created to give more information and resources to help advisors navigate the complexities of succession. We hope to continuously help others by sharing our own experience with succession planning and acquisitions. #successionplanning #advisors #assetmanagement #acquisitions #finances #opportunity #success #experiencematters #webinar
#engage2022: Listen to our CEO, Sheraz Iftikhar, talk about Arch Global Advisors and our succession success. Thank you to Atria Wealth Solutions for hosting a great event down in Orlando and for the opportunity to share our experience with succession/acquisition to our peers, while also learning from others. We are looking forward to the rest of this year and to seeing everyone again at engage 2023! #successionplanning #finance #engage #acquisitions #financialadvisors #thankyou
AGA sponsors Dow Graduates Association of North America (DOGANA) 2022 Retreat Program. As Sheraz mentions in his speech, Arch Global Advisors has worked with clients in the healthcare industry over the last 15 years to help with the challenges that healthcare practitioners go through, whether that is high taxation, estate planning or liability issues. Please DM us for more information. Thank you to DOGANA for inviting us for this event! #archglobaladvisors #financialplanning #dogana #healthcare #physicians #medicine
Let's celebrate #EarthDay together, by going green through #sustainable investing! The AGA #ESG model prioritizes #environmental #social and #governance while selecting companies to add to the portfolios. Learn about one of the fastest growing segments of the market! Connect with us today for more information on the ESG strategy.
Discover the Arch Global Advisors #ESG Portfolio. Curated to merge investment principles and personal beliefs. #Environmental #Social #Governance Speak to one of our professionals today to get started.
AGA ESG - One of The Fastest Growing Segments
The AGA #ESG model prioritizes #environmental #social and #governance while selecting companies to add to the portfolios. Learn about one of the fastest growing segments of the market! Contact us today to learn more about our ESG model!
Arch Global Advisors ESG Portfolio
Arch Global Advisors believes we have an obligation to our society, and thus, the ESG portfolio strategy was cultivated. Contact us now to align your principals with your investment strategy.