Sentences with phrase «advice model»
The phrase "advice model" refers to a way of offering guidance, suggestions, or recommendations to someone based on their needs or situation. It is a framework or approach used to provide helpful advice to others. Full definition
The important difference is that when the summary legal advice model was first developed some 40 years ago, everyone who went forward with a case after summary legal advice hired a lawyer.
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There are a few advisory firms that have been pioneers in creating a digital advice model to supplement their «traditional» advice practice.
And anyone evaluating a hybrid advice model should keep in mind its limitations.
The trend is clearly intact: index funds and the independent advice model are winning.
But the fee - for - advice model also has inherent conflicts.
A digital advice model will make our overall industry more efficient, and become an entirely new vertical within the wealth management industry.
«Under Andy's leadership, we'll continue to implement our goals - based advice model.»
According to the Hulbert Financial Digest, the Sound Advice model portfolio performed better than the S&P 500 in 12 of the last 14 years through 2014.
From 2000 through 2015, the Sound Advice model portfolio has produced an average investment return of 11.1 percent annually, as compared to 2.2 percent annually from the S&P 500 over the same period, for an annual percentage return in excess of 5 times greater than the S&P 500.
All in all, this offers new opportunities for expansion while challenging some of the aspects of the traditional advice model.»
As such, SIFMA's is trying to overlay Wall Street's product sales model on to the Advisers Act fiduciary advice model.»
The degree of assistance a consumer requires must be factored into the analysis of which advice model works best for an individual.
Once portfolios breach six figures, other advice models become viable mathematically.
While the typical human advisor might charge anywhere from 1 % to 1.75 % a year or thereabouts, robo advisors typically charge much less, from 0.10 % to 0.65 % or so, with some even offering free advice models.
The online advice model available to Ontario investors provides discretionary portfolio management.
In this basic legal advice model using Skype, a client finds a private and secure computer (often at a local social agency) or smartphone, and connects to a pro bono lawyer sitting in front of his / her office computer.
At Weathsimple, that portfolio manager is David Nugent, and we recently sat down to discuss the firm's advice model and investment strategy.
This advice model has increased tremendously in popularity over the last 10 years.
It was recommended that these clients adopt a fee — for — advice model.