Sentences with phrase «addition to investment advice»
None of our clients use a stock broker and insurance agent — which means they aren't affected by the rule at all unless their plan's financial advisor gives rollover recommendations in addition to investment advice.
https://www.employeefiduciary.com/ Not exact matches
These people are going to require advice regarding taxes, portfolio withdrawal strategies, estate and trust issues and social security payouts in addition to investment management in a fairly tricky market environment with extremely low interest rates.
In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.
In addition, please do not use this information as investment advice specific to your circumstances.
In addition to the Market Maker license that Orobouros Derivatives Trading obtained from Cyprus Securities Exchange Commission (CySec) back in 2008, now the company also has CySec license for Portfolio Management and Investment Advice.
The most important components — in addition to their deductions for charity and investment advice — are the focus on tax - efficient investments, ensuring that they have a good percentage of income from Canadian dividends and that they are able to take full advantage of income splitting.
BDO has locations all over the Philippines and offers a number of financial services in addition to savings accounts, such as loans, credit cards, insurance, and investment and money management advice.
In addition, please do not use this information as investment advice specific to your circumstances.
In addition, the Third Party Content is not intended to provide tax, legal or investment advice.