Sentences with phrase «access to a client advisor»

Remember that when you take out a loan with LendingClub, you get access to a client advisor who is available to help you with any questions you might have, Monday through Friday.

One unique benefit that comes with LendingClub small business loans is access to a client advisor.

Not exact matches

Those clients will have regular access to an E * Trade account team: «If they want someone to validate what they're doing and look at their risk profiles, those advisors can do that,» says Rich Messina, SVP of Investment Product Management.

The contract must clearly disclose any conflicts of interest that do exist, and must give the client instructions as to how he or she can obtain online access to compensation arrangements entered into by the insurance carrier (the final rule, however, provides for a streamlined disclosure pursuant to which individualized information about specific advisors need not be listed).

Advisors now have access to the research they need to fulfill the Duty of Care without raising costs for their clients.

This includes the ability to combine federal and private loans, access to wealth advisors via SoFi, and career support, as well as unemployment protection that allows clients to pause payments, and provide them with career coaches to find a job.

A good financial advisor can assess a client's key financial needs, identify income sources, and lay out a road map (okay, Google Map) for access to cash and investments, among others.

This outcome may reflect the fact that more savvy buyers who buy larger contracts likely have access to more sophisticated advisors who are more careful in helping clients make choices, Gourley said.

These drops in the number of advisors, the average number per firm and the advisors remaining who actually help clients plan for retirement, ultimately leaves consumers with less access to advice.

The knowledge you'll gain coupled with the tools and training our program provides, as well as access to our team of experts, allows advisors to embrace the complexity of the Social Security retirement system as a key differentiator in the day to day battle of client acquisition!

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

Hylland Capital Management clients now have access to some of the best ETFs from companies like AGFiQ QuantShares, First Trust Portfolios, iShares ETFs, J.P. Morgan Asset Management, PowerShares by Invesco, ProShares, State Street Global Advisors, and WisdomTree.

Ethical advisors will never request direct access to a client's money, but instead have the funds directly routed to the investment brokerage.

Our clients have access to ask questions of blooom Financial Advisors via online chat and email.

They launched the fund in response to requests from existing clients, mostly investment advisors, who wanted easy access to the long - only option.

It is imperative that advisors proactively provide access to a client's financial plan as well as relevant, educational information to increase a client's overall financial literacy.

The advisory service aims at higher net worth clients, with an account minimum of $ 100,000, and offers access to human advisors as well as to its digital asset management advice.

As independent mortgage advisors we have access to a variety of alternative and private lenders for those clients who can't access traditional financing.

This includes the ability to combine federal and private loans, access to wealth advisors via SoFi, and career support, as well as unemployment protection that allows clients to pause payments, and provide them with career coaches to find a job.

The online advisor builds portfolios on a client - by - client basis — though naturally, it uses mostly Vanguard funds — and gives investors access to a team of financial advisors.

With its $ 0 account minimum, competitive advisory fees (ranging from 0.25 % - 0.5 % of assets) and unlimited access to financial advisors (Premium clients can talk to CFPs), Ellevest is an appealing choice for investors of any gender.

The fund's investment strategy is designed to help financial advisors and their clients access an independent source of returns that has historically had a very low correlation to traditional asset classes.

As trusted advisors, we help our clients access private and institutional equity and debt capital to achieve their goals.

Our clients benefit from 24/7 on - call support, immediate access to professional employment advisors, and on site audits.

More to the point, today's attorneys require access and mastery of a variety of types of knowledge extending beyond legal expertise in order to serve as high value business advisors to clients or business managers of their departments, and are persistently tapped to perform at high levels using the most innovative knowledge platforms.

In the spring 2017, Knomos also acted as an advisor to student building legal apps to improve access to justice by helping leading organizations better serve their clients.

Our goal is to ensure that all of our lawyers can access the resources they need in order to become outstanding legal advisors to our clients.

PNB MetLife provides a wide range of protection and retirement products through its Agency sales of over 20,000 financial advisors and multiple bank partners, and provides access to Employee Benefit plans for over 800 corporate clients in India.

Jeanine Tanner «J.T.» O'Donnell is a career strategist and workplace consultant who helps American workers of all ages find greater professional satisfaction.Unlike other advisors, O'Donnell works with both individual clients and corporations, giving her access to emerging workforce trends.

Our Advisors are truly mobile; therefore, the clients» questions can be answered immediately, allowing our Real Estate Advisors and offices to have simultaneous, transparent access to better serve the client.

As Private Office Advisors, the group gains access to marketing tools and opportunities developed specifically to work with the luxury brand's highest net - worth clients, the company says.

BAREIS MLS members enjoy access to property data throughout California and across the nation, ensuring BAREIS» members remain their clients» trusted advisor for the North Bay and beyond.

In partnership with Newmark, a leading global commercial real estate advisory firm, E Smith Advisors, a minority - owned entity, accesses a global platform across more than 400 offices worldwide and offers integrated services delivered by expert teams to a diverse portfolio of clients.