Sentences with phrase «as a financial advisor for»

As a financial advisor for more than 20 years, I've seen that newly found wealth can make us irrational.

Brian came to Buckingham Strategic Wealth in 2012 after serving as a financial advisor for Edward Jones.

RJ works as a financial advisor for John Hancock and Michele is a Registered Nurse First Assistant and very passionate fitness instructor.

Do NOT borrow a loan!!!! I worked as a financial advisor for years!

This past December the company announced that Lazard had been retained as a financial advisor for a review of the possible sale of part or all of the company.

As a financial advisor for 16 years, she saw a real need to increase women's confidence.

The Cypress Group acted as the financial advisor for the seller in the deal.

Not exact matches

With their 30 - year history, CDFIs are the original impact investors, serving as lenders, financial intermediaries and technical advisors in «risky» areas to prepare the ground for mainstream capital.

«Paula would have to be open to sharing a lot of personal and financial information to get the most out of it, but the mentors would basically serve as a panel of advisors on an unpaid basis for a year, to help her grow her business.»

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

Investors looking to evaluate potential financial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practfinancial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practFinancial Industry Regulatory Authority, for interviewing practitioners.

For his part, Vid Ponnapalli, CFP and founder of Unique Financial Advisors, explains investment philosophy as a set of guiding principles underlying the process of choosing appropriate investments for a given situatiFor his part, Vid Ponnapalli, CFP and founder of Unique Financial Advisors, explains investment philosophy as a set of guiding principles underlying the process of choosing appropriate investments for a given situatifor a given situation.

Doctors and lawyers are legally required to do what's best for you — why not your financial advisor as well?

Barry, a financial advisor most would perceive as conservative, caught me off - guard with his surprisingly profane rant about Curious George (which probably isn't fit for print).

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

As financial advisors, we pride ourselves on being the voice of fiscal reason for our clients.

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

As with any undertaking, do your research and consult a trusted financial advisor to see if franchising makes sense for you.

In short, this is the quickest path to bankruptcy, so if you're looking for some extra financial help, exhaust all your resources, as well as possibly talk to a financial advisor.

Riot Blockchain announced Tuesday it raised $ 37 million in gross proceeds from subscription agreements with accredited investors for Riot shares, with Canaccord Genuity as financial advisor.

Financial advisors say investing in your health is as important as investing in the market when it comes to planning for medical costs in retirement.

WiseBanyan, for one, is billing itself as the world's first completely free financial advisor.

Very near - term we see the risk of consolidation, with some of the tactical indicators extended (such as the bull / bear ratio for financial advisors, while net corporate buying is low) and we expect the Fed to start tapering in January.

The company manages the infrastructure and operating systems for financial services companies such as stock trading app Robinhood and robo - advisor Betterment.

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

Fidelity's news comes as advisors grapple with how to harness diverse technologies, including those for financial planning, portfolio analysis and client relationship management, InvestmentNews points out.

BofA Merrill Lynch is acting as financial advisor to Loblaw for purposes of this transaction and delivered an opinion to Loblaw's Board of Directors as to the fairness, from a financial point of view, of the consideration to be paid by Loblaw in the transaction.

Apex Clearing manages the infrastructure and operating systems for financial services companies such as stock - trading app Robinhood and robo - advisor Betterment.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

Large asset managers like BlackRock and Invesco have purchased existing robo platforms and are using them as an add - on service for financial advisors and other distribution channels.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

But after using Personal Capital's tools for two and a half years, meeting the advisors, and interacting with the leadership team over the past six months as a consultant, I'm confident their financial advisory service can help certain people.

The standard advice from financial advisors to 20 - somethings is to invest as much as they can in stocks — regardless of periodic market swings, however wild, like those seen over the past few days — and watch long - term compounding do its magic for the next 40 - plus years.

Guggenheim Securities, Goldman, Sachs & Co., Centerview Partners and Moelis & Company are serving as Pfizer's financial advisors for the transaction, with Wachtell, Lipton, Rosen & Katz, Skadden, Arps, Slate, Meagher & Flom LLP and A & L Goodbody acting as its legal advisors.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

But sometimes it's hard to see what's exactly what, so the financial advisor will ask you to clarify which mortgage goes with which property if you have multiple properties as was in my case for example.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

The discovery process may feel a little intrusive to some, but it is important for the financial advisor to get as much information as possible to provide the best recommendations possible.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

He served as Controller for an investment advisor within The Hartford that managed $ 50 billion in assets and also served as the Financial Operations Principal for two of The Hartford's largest broker - dealers.

The Tool Kit is designed as a roadmap for Morgan Stanley Financial Advisors to use in empowering individual and institutional clients when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the CatholiFinancial Advisors to use in empowering individual and institutional clients when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the Catholifinancial objectives and guidelines put forward by the Catholic Church.

The company was founded by two financial advisors, Chris Costello and Kevin Conard, who quit their jobs on Wall Street as money managers for millionaires.

If you are looking for a HELOC, sit down with a financial advisor or a trusted bank representative and discuss all aspects of the transaction in as much detail as possible.

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as financial advisors and that fosters peace of mind for you.

As for his own king - size national financial planning practice, with $ 16 billion in AUM, Edelman is vigorously recruiting advisors seeking to join a big RIA that has indeed successfully established itself as abiding by the fiduciary standarAs for his own king - size national financial planning practice, with $ 16 billion in AUM, Edelman is vigorously recruiting advisors seeking to join a big RIA that has indeed successfully established itself as abiding by the fiduciary standaras abiding by the fiduciary standard.

Over that time, FSI has carved out a place in the industry as a vocal advocate for financial advisors, and Brown has appeared on our list six times.

As a wealth advisor, Bill helps clients build and implement a holistic financial plan engineered for their specific financial situation.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.