Sentences with phrase «advice of a professional advisor»

This site is not a substitute for the advice of a professional advisor, who can review your situation and advise you on your unique circumstances.

Not exact matches

CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice.

Here are some of the most useful cautions and advice that employers, fellow Millennials, and professional career advisors offered young people to help them tune up their careers.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

Apr 06, 2018 If you want help making investment decisions and managing your investments, you may want to seek the advice of a professional, specifically an investment advisor.

«Professional advice has a positive influence on other retirement planning behaviors including: increased usage of tax - advantaged savings vehicles, improved asset allocation, and greater portfolio diversification,» IRI says, noting that 53 % of Boomers working with an advisor report confidence in retirement expectations versus the 21 % of Boomers without an advisor who report the same.

«Our path ahead is to offer goals - based advice, supported by our Chief Investment Office, and delivered by highly - trained teams of professional advisors,» Merrill said in its statement.

She writes about car seat safety on her blog at babyproductsmom.com * The information contained in this article should not be used for any actual caregiver relationship without the advice and guidance of a professional advisor who is familiar with all the relevant facts.

She is also the founder and chief relationship advisor of Relationup, an app that provides live relationship advice 24/7 from professionals via chat.

This information has been reviewed by our panel of experts and other trusted advisors, however, it is not a substitute for professional medical, legal, or spiritual advice.

You acknowledge that your personal financial circumstances are unique, and that before any information you obtain through the Service is acted upon, you should obtain the advice of a financial advisor or other financial planning professional who is aware of your personal financial circumstances.

If you do want professional advice, I generally prefer other types of financial advisors over a broker, as a broker's interests are not always as aligned with an investor's best interest as one would like.

The NextGen Client Direct Series is available for self - directed investors — those who do not seek the professional advice of a financial advisor.

Equity Compensation Strategies offers a course of study and reference for investment advisors and tax professionals who offer advice on how to handle stock options and other forms of equity compensation.

NAPFA is a professional association of Fee - Only financial advisors who provide comprehensive objective financial advice.

Rather than debating about how advisors are paid, we should be working to create an environment where all Canadians — irrespective of their net worth — have access to sound financial advice delivered by competent and qualified professionals.

Financial advisors and other professionals offering advice to recipients of stock options may wish to consider our other book on this subject, Equity Compensation Strategies.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.

Arzinger closely cooperates with legal advisors from numerous jurisdictions and is a member of international professional organizations, which enables us to engage our colleagues from various jurisdictions in cross-border transactions and provide our clients with the top - level professional legal advice.

Dominic has acted for many claimants against solicitors, accountants and financial advisors in respect of professional negligence and misleading investment advice.

We are increasingly instructed by financial institutions to investigate and challenge the advice provided by professional advisors in relation to regulatory matters including the handling of customer complaints and compliance with FCA and other regulatory requirements.

Increasingly these professional advisors are being held to account for the standard of service they provide and quality of advice provided as clients can often be severely financially affected when they have been poorly advised.

We regularly consult our trusted network of accountants, business advisors and human resource professionals to ensure that our legal advice is placed in the business context.

As an insurance professional with over 25 years experience in the industry, I often have to chuckle and grin when I come across pages of advice from so - called financial advisors / TV personalities like Suze Orman.

The primary role of a financial advisor is to assess your financial needs, discuss your personal goals, and provide professional advice.

Prior to making any investment or financial decisions, you should seek individualized advice from your personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of your situation.

It doesn't matter whether this advice comes from associates or professional advisors, just try and get a range of opinions to help you construct a robust career plan.

Karen Porter is a job performance and career success coach and advisor to administrative professionals and the founder and president of The Effective Admin and Virtual Association for Administrative Professionals: «My specialty is serving administrative professionals like you with job performance and career managprofessionals and the founder and president of The Effective Admin and Virtual Association for Administrative Professionals: «My specialty is serving administrative professionals like you with job performance and career managProfessionals: «My specialty is serving administrative professionals like you with job performance and career managprofessionals like you with job performance and career management advice.

Mental health professionals and financial advisors - whose advice is often needed but usually provided from the sidelines, if at all - can become part of the lawyer - client team, attend «four - way» meetings, and help participants address issues from a more holistic perspective.

It's independent, confidential, and non-judgmental, and our professional advisors can talk you through all elements of your situations, including giving advice on available benefits, allowances and how to navigate child services.

The only advice that can be construed as emanating from an actual professional advisor is advice given out for a fixed hourly fee by an educated and honest advisor who does «not» have an immediate vested interest (a commission) in the future behaviour of one's client.

The terms of the Sales Agreement provided that Broker was retained «solely as a real estate agent and not as a... tax advisor...» The Sales Agreement also provided that Broker could counsel the parties to the Sales Agreement regarding real estate advice, but that they should seek «appropriate professional advice concerning... tax and insurance matters.»

«Canadians rate real estate professionals and bank mortgage advisors very high in terms of advice on purchasing a home,» says Varey.