Sentences with phrase «asset planning services»

Not exact matches

Canada's Brookfield Asset Management plans to acquire Westinghouse Electric, the bankrupt nuclear services company owned by Toshiba.
Competitors, such as Disney, which has agreed to buy 21st Century Fox assets, could potentially pull viewers from Netflix with plans to launch their own streaming services.
Iger also shed some light on how the acquisition of the Fox assets will «accelerate» Disney's planned push into the competitive streaming entertainment market, as the media giant says it will launch two separate subscription streaming services over the next two years.
The plan is China's contribution to a global effort to stamp out the common practice of multinationals altering the price put on labor, services or intangible asset transfers within global operations to allow firms to divert profits to low - tax countries.
If we do not generate sufficient cash flow from operations to satisfy the debt service obligations, we may have to undertake alternative financing plans, such as refinancing or restructuring our indebtedness, selling of assets, reducing or delaying capital investments or seeking to raise additional capital.
The marketing brochure for the Royal Vista Professional Centre says developer Prime Real Estate Group focuses on providing project planning, development, construction, leasing and asset management services to projects throughout North America.
Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.
Other Post-Retirement, Net represents the other components of net periodic pension costs not classified as Service Costs, Interest Costs, Expected Return on Plan Assets, Actuarial Gains \ Losses, Amortization of Unrecognized Prior Service Costs, Settlements, Curtailments, or Transition Costs.
The survey, which aims to help plan sponsors understand the breadth of views and consulting services available within the defined contribution retirement market, included the participation of 77 consulting firms which represent 17,000 plan sponsors with over $ 4.4 trillion in plan assets.
RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.
No, some other firms have net worth or assets under management minimums, but we believe quality financial planning, investment management, and tax services is for everyone.
Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.
Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services or held in Portfolio Advisory Services accounts [excluding assets maintained through Fidelity - recordkept retirement saving plans, such as 401 (k) and 403 (b) plan assets].
When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.
Agolo has raised a number of smaller seed rounds of funding before now, but with its latest cash injection the company said it now plans to «transform the way financial service analysts do their jobs» by expanding its platform to cater to asset managers and investment banks.
These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.
The rollover decision should reflect how the plan from which assets would be distributed stacks up in comparison to the proposed IRA in terms of investment options, fees and expenses, and services (such as advice planning tools).
2016.02.18 Canadian Pensions» assets rebound in Q4, ending 2015 in the black: RBC Investor & Treasury Services Volatile market conditions and global economic uncertainty persisted in Q4 2015; however, Canadian pension plans finished the year in positive territory...
The firm has become one of the leading immigration law firms in Panama and the practice includes relocation related services such as legal assistance on the purchase and sale of real estate, setting up foundations and corporations for asset protection and estate planning.
Vanguard has quickly added in the neighborhood of $ 20 billion to their hybrid robo - advisor service that gives their clients the opportunity to talk to a financial advisor when they have planning questions in addition to an asset allocation service.
To determine which service is most appropriate for you, we consider how you plan to use the assets, how long you expect to hold them, your tax situation and your income needs.
News After Reddit removed Bitcoin Core (BTC) as a form of payment for premium membership services this past March, the company seems to be planning to reinstate the digital asset soon.
A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia.
The GBX — GSX ecosystem plans to host a complete range of ancillary services from banking and payments to company formation and asset management as well as facilitate dual / multiple listings on a global network of stock exchanges.
Within the $ 520 billion RBC Investor & Treasury Services All Plan universe — the industry's most comprehensive universe of Canadian pension plans — defined benefit (DB) pension assets returned 4.8 per cent during the three months ending March 31, 2014, bringing 12 month totals to 14.8 per cent.
Along with these some of the major services include personal accounts, retirement planning, asset management, commercial banking and consumer banking.
Northwestern Mutual, which has more than $ 90 billion in assets under management, found LearnVest's approach to financial education to be complementary to its existing services, which include financial planning and insurance.
In addition, it was able to sell some non-core assets, including an oilfield services business that didn't fit well with the current long - term plan.
Rosenstein & Associates provides legal services to its clients in all business related matters, including: business formations; business & corporate litigation; transactional matters (contractual matters); wills, trusts and estate planning; assistance with filing for copyrights and trademarks; real estate transactions; asset protection; assistance with tax audits and litigation, asset protection and if necessary, reorganization of a business including providing for protection by filing of a business Bankruptcy.
Its value ‐ added services include preform development, part design, factory planning, customer training, systems integration and complete asset management.
Last week the Federal Antimonopoly Service required Russian Railways (RZD) to provide a plan of non-core assets sales, something that included Lokomotiv Moscow, who are currently ranked second in the Russian Premier League.
Sonja Panajotovic's estate planning services include the preparation of documents ranging from simple wills to advanced health care directives, asset transfers and living trusts.
Do you need to avail of Mediation Services from people who can help you to work out an agreement for the division of property and assets, maintenance and support, identifying the needs of your children and creating an effective parenting plan, planning for your future apart and more.
The county's 10 - point plan calls for creation of a «virtual municipal services store,» a computerized portal where local governments could chose from a menu of services and assets available for use.
Division of Homeland Security and Emergency Services Commissioner John Melville said, «We are in regular contact with County Emergency Managers in the area to discuss planning and operations for additional state assets to the region.
He acknowledges that it should be acceptable to reinvest unused assets in health services, but says «we need urgently to take an honest look at the pressures facing the NHS, and guarantee any plans to transform care are evidence based and open to scrutiny.»
From implementation plans and training to data migration and support services, make a list of all of the implementation assets your vendor provides and determine how to use these tools accordingly.
Our mission is to provide national planning, coordination and oversight for DOT's real property (facilities) and personal property assets in addition to oversight of building operations, lease / project / space management, and administrative support services for DOT Headquarters building and field facilities.
4 Indefinite Delivery, Indefinite Quantity Contracts for providing Transportation Planning, Traffic Monitoring and Data Program Support Services, Traffic Counting, Asset Management, and other engineering services within the United States, its» territories and the District of CServices, Traffic Counting, Asset Management, and other engineering services within the United States, its» territories and the District of Cservices within the United States, its» territories and the District of Columbia.
The Audi Pure Protection Program includes a portfolio of coverage options in conjunction with or above the manufacturer's limited warranty for your Audi vehicle: Certified pre-owned Service Contract Plan Term Care Select Service Guaranteed Asset Protection (GAP) Plan Lease Excess Wear Protection Audi Financial Services also offers these vehicle protection programs: Audi Appearance Guard Audi Prestige Insurance
We offer a mechanical repair service contract, flexible maintenance, oil change program, guaranteed asset protection, tire and wheel program, paintless dent repair, excess wear and tear, term care select plans, and car care system plans to meet your service needs and driving habits.
The terms of investment management services include components of monetary statement analysis, stock selection, plan implementation, asset selection and continuing checking of investments.
The retirement industry (financial advisors, plan sponsors, asset manager and index providers) can help participants by creating products and services that focus on retirement income rather than just wealth accumulation.
Jensen offers customized asset management services for a diverse client base including foundations, endowments, public plans, family offices and retirement plans.
Note: Assets in employer - sponsored retirement plans for which Vanguard provides recordkeeping services may be included in determining eligibility if you also have a personal account holding Vanguard mutual funds or Vanguard ETFs.
From building college savings and growing your retirement during working years to retirement planning and asset management — our CFS Financial Advisors offer personalized financial services and recommendations to help you prepare for every stage of life.
Nelnet, Inc. provides educational services in loan servicing, payment processing, education planning, and asset management.
Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
Jackson National Asset Management, LLC (JNAM) is an SEC - registered investment adviser and Jackson subsidiary that provides investment advisory, fund accounting and administration services for several funds and separate accounts that support Jackson's variable products and employee 401 (k) retirement plan.
And if you're not into DIY, check out this comparison tool for robo - advisors, who can do the asset management part while your fee - for - service planner does the planning part.
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