Sentences with phrase «account for the assets»

Cerulli found that MFA programs have become the single greatest source of new asset flows through managed accounts for asset managers.

Taxpayers must also account for assets like real estate, cars, computers, furniture, tools, jewelry, clothing and books, to name just a few.

Section 212 provides that, on the application of the official receiver, liquidator, or any creditor or contributory, a hearing may be ordered to examine the conduct of an officer of the company who may be compelled to repay, restore or account for any assets which have been misapplied or retained, or become accountable for money or property of the company.

Issue involved claimed failure to disclose value of oil and gas reserves in North Sea and elsewhere, accounting treatment of various assets, and proper accounting for asset transfers.

«We would like to grow the internet currency market in Nigeria, leveling the playing field for importers and investors, by offering an alternate means to account for their assets», he added.

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

At the very least, it might be prudent for the BoC to separately take into account asset prices when it sets monetary policies (as I've argued in past columns stretching back to 2007).

For $ 10 a month (and for free for anyone with less than $ 10,000 in their accounts), users get help managing their asseFor $ 10 a month (and for free for anyone with less than $ 10,000 in their accounts), users get help managing their assefor free for anyone with less than $ 10,000 in their accounts), users get help managing their assefor anyone with less than $ 10,000 in their accounts), users get help managing their assets.

«Shell companies are perfect for owning assets or opening bank accounts without leaving a trace of whose money it actually is,» Business Insider previously reported.

On Wednesday, Fidelity Investments, the asset manager, added the ability for customers to view the cryptocurrency holdings in their Coinbase accounts on its own website.

Although all states now have «no fault» divorce proceedings, some jurisdictions still take into account the grounds for divorce when dividing assets, said Justin Reckers, a certified financial planner, divorce financial analyst and CEO of WellSpring Divorce Advisors.

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

In a separate decision on Monday, a judge ruled that a lawsuit calling for Mr. Najib to return the money that had been transferred into his personal account, and for seizure of his assets around the world, could move forward.

3esi, by contrast, sells both licenses for its software and consulting services, so its clients can understand how to use the technology to spur changes in internal accounting, sourcing and capital asset management.

«When people have forgiven debt, they shouldn't automatically think they're going to be taxed on that income,» says Andrew Schwartz, founder and managing partner of accounting firm Schwartz & Schwartz in Woburn, Mass. «If somebody's debts exceed their assets, that 1099 - C [the tax form for forgiven debt] isn't taxable.»

According to a report published by Morningstar in 2015, U.S. equity index funds account for about 37 % of the total market share of mutual - fund assets, up from 26 % five years earlier.

The campaign gifts now listed in the FEC database for the 2016 election may seem small when the salaries and assets of these tech CEOs are taken into account.

Of note, Ally Bank pays 1 percent on balances in savings accounts, which, Campbell says, «is as good as it gets for completely liquid assets these days.»

Business collateral for SBA loans can be any or all assets your business has including, but not limited to, your commercial real estate, inventory, machinery and equipment and accounts receivable.

For instance, Olavsrud at FBB Capital Partners said that it's more advantageous to do it during a year when your income is lower or when the market is down, lowering the value of the assets in the account.

Real estate assets in Canada accounted for 40 per cent of total wealth in 2012, he pointed out, as opposed to only 32 per cent in 1999.

After receiving many calls from children who lost their parents, FINRA released an alert, «Plan for Transition: What You Should Know About the Transfer of Brokerage Account Assets on Death.»

Though still a tiny component of the global financial system — Islamic finance accounts for roughly 0.5 % of the world's financial assets, representing some US$ 850 billion — its proponents claim it's the fastest - growing sector of that system.

For assets such as stocks and bank accounts, the accounts must be retitled by the financial institutions where they are held.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Donor - advised funds accounted for $ 78.64 billion in charitable assets in 2015, up 11.9 percent from 2014, according to the National Philanthropic Trust.

After the assets are listed, you need to account for the liabilities of your business.

In addition to being president of Wells Fargo Investment Institute, Cronk is chief investment officer for Wealth and Investment Management, a division of Wells Fargo & Co. that includes Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement and Abbot Downing businesses, accounting for more than $ 1.6 trillion in assets under administration.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

This includes having an updated will and making sure your beneficiaries for financial assets — retirement accounts and life insurance policies — are up to date.

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

In particular, real estate is the largest component of household wealth accounting for approximately half of all total assets.

Passive investment products, including index mutual funds and index ETFs, account for nearly 47 percent of assets under management in U.S. stock funds, Goldman Sachs analyst Alexander Blostein said in a note on Monday.

If you adjust the projections to account for the rising employment rate of people like Levitt, the drop - off in retirees» spending as they age, and the value of fourth - pillar assets, Canadians may well be over-saving for retirement, Vettese adds.

But Vanguard's actively managed funds — now accounting for 30 % of its assets — are growing too.

Starting in December 2001, the accounting changed so that goodwill stays on the books for the original amount unless the fair value of the acquired assets is judged to be «impaired.»

In addition to the fixed cost of setting up a trust for the assets to be shared, companies must create a written plan and communicate it to employees, as well as develop a recordkeeping system that accounts for earnings, losses, expenses and distributions, according to the Department of Labor.

We've all heard it before, but time is your biggest asset when it comes to investing in retirement accounts — thanks to compound interest, the earlier you can start saving for retirement, the better off you'll be.

Having a lull or time for reflection can also be inspiring, its a good time to document all HR files, product road maps, organize digital assets, clean up email boxes and media content accounts like YouTube, upload missing content, re-share content on twitter.

EQT's purchase of Rice would significantly add to its assets in the Marcellus and Utica shale regions, which account for much of the growth in U.S. natural gas production.

For starters, retirement assets — including 401 (k) plans and individual retirement accounts that you own and contributed to — generally are protected in bankruptcy.

A sale of Yahoo's internet assets would leave the company just owning a 35.5 percent stake in Yahoo Japan Corp., as well as a 15 percent stake in Chinese e-commerce company Alibaba Group Holding Ltd., which accounts for most of its value.

While the age increase was implemented to curb asset shifting by the wealthy, it has the unintended consequence of penalizing teenagers who work and save their money and parents who save for college using custodial accounts in their children's names.

So long as your portfolio as a whole satisfies your asset - allocation goal, it may not be necessary for every account to be allocated the same.

Therefore, we believe that the presentation of non-GAAP financial measures that adjust for the amortization of intangible assets provides investors and others with a consistent basis for comparison across accounting periods.

Minors aren't allowed to own ETFs directly; the best way to give them shares is via aUGMA / UTMA account, which is like a box that says, «Assets in this box must be used for the benefit of the child and will be fully owned and controlled when they turn 18.»

When a business owner buys a fixed asset, that asset loses its value over time, and so its most current value must be accounted for on the company's balance sheet.

And unlike the other saving options, these types of accounts can also be considered your child's asset, not yours — which means they can affect the amount of federal aid your child qualifies for when filling out the FAFSA.