Sentences with phrase «advice to clients for»

A beauty consultant provides advice to clients for choosing the right type of beauty - care products for skin, face, hair and other body parts.

My best advice to clients for this is whatever weakness you choose to share, have a strategy to manage it.»

Baker & McKenzie has announced that it has entered into a joint operation agreement with a Chinese firm, allowing it to provide Chinese law advice to clients for the first time.

Working as a financial consultant with the following responsibilities and duties: mainly responsible for providing consulting service to the clients and customers on account, audit, project management service, and so on; responsible for financial reporting, planning and preparing various policies and plans; developing new methods for analyzing financial data; responsible for handling different financial projects; providing advices to the clients for the investment

Not exact matches

From going after larger clients to playing your strengths to your advantage, some advice for growing your company fast.

Those not working to the fiduciary standard are held only to a suitability standard, meaning their advice must be suitable for the clients» financial situation, but is not necessarily in their best interest.

Mark is a director at UK - based chartered accountants Horner Downey & Co., established forty years providing sound advice and value for money services to a wide range of clients.

Mark is a director at Horner Downey & Co., UK - based chartered accountants established forty years providing sound advice and value for money services to a wide range of clients.

What I did need was more practical day - to - day advice, such as where to look for a new office, how to organize my payroll, how to find more clients and how to make ends meet under financial pressure.

This guilt hurts clients in several ways, she said, causing them to feel too embarrassed to ask for professional advice.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

My one piece of advice is to truly understand the fear that accompanies spending of large sums, and know how to reduce that fear for your clients.»

AMP has had $ 1 billion wiped off its market value during a royal commission appearance in which the wealth management giant admitted to charging clients for advice they never received and then lying about it to the corporate watchdog.

The most important advice I give to my clients is to apply for a line of credit when they don't need it.

Perkins wants to weed out tire kickers and those looking for free consulting advice as early as possible and instead focus on higher - quality clients.

There is nothing wrong with a client that challenges you, personally, I like that, but if they start to ignore your advice without discussing it, or even worse if they stop asking you for your advice, there is trouble brewing.

And listen to an important piece of advice from Tracy Wald, who has counted Microsoft as a client for the past 15 years, the last 10 during his tenure as chief financial officer with Leonhardt Fitch.

In a helpful recent HBR blog post she offered detailed, practical advice for professionals who are looking to regain some scheduling sanity drawn from both her own experiences and those of her clients.

Lawyers attack phone system for immigrants By Ann M. Simmons Los Angeles Times A customer - service telephone system run by immigration authorities is frustrating and inefficient and in some cases has provided such bad advice that clients have been detained or deported, according to immigration lawyers pressing to have the service scrapped.

Tech startup entrepreneurs should seek professional legal advice when setting up or making changes to their capitalization structure, choosing legal counsel with experience in setting up early - stage ventures and working on investment rounds for their clients.

Sankaran's teams are further responsible for two major technology programs at the company: Digital Guidance, which utilizes technology to enhance clients» access to investment advice, and ongoing innovation for the company's award - winning trading platform, thinkorswim.

The Company specializes in originating loans for first - time business borrowers who can not get a loan from a bank, and provides ongoing credit - monitoring and advice to ensure clients improve their business credit in an effort to qualify for a bank loan.

The Affordable Retirement Advice for Savers Act rolls back the Obama administration's fiduciary rule and amends federal law to require financial advisors to act in the best interests of their clients.

The now - endangered fiduciary rule is based on a simple — and seemingly unarguable — principle: that in giving advice to clients with retirement funds, stockbrokers, registered investment advisers and insurance agents must act in the best interests of their clients... It simply doesn't seem like a good business practice for Wall Street to tell its client - investors, «We put your interests second, after our firm's, but it's close.»

For example, the Department of Labor delayed the full implementation of the fiduciary rule, which would have required anyone who handles retirement assets or gives financial advice to retirement savers to work in their clients» best interest and to provide disclosure of conflicts, when they exist.

She is responsible for developing equity market insights and actionable investment advice, as well as for representing BlackRock's market views to clients.

blooom's mission is to make «do - it - for - you» financial advice available, simple and affordable, regardless of the client's account size.

IT combines skills, knowledge and technology to provide information and advice to all Haskayne clients for the computing resources that we support.

«Today, I'm calling on the Department of Labor to update the rules that advisors» use for retirement advice, so that advisors «put the best interest of their clients above their own,» Obama said in comments at AARP's Washington headquarters.

By requiring brokers to look out for clients» best interests, the SEC is effectively requiring them to give financial advice, which distinguishes them from online brokers and should let them keep charging clients premium fees.

For advisors holding themselves out as providers of fiduciary advice to plan participants, the DOL Rollover Opinion provides that they can not capture rollover assets from this client base.

One advisor this reporter spoke to in the room said his firm, which had not been charging clients for their cash holdings, now includes those assets in the total assets on which it levies its fees, based on the advice of the firm's outside attorney.

2017.03.29 Canadian financial advice reimagined: RBC introduces MyAdvisor to digitally connect clients with advisors for real - time advice A new digital experience for clients, using live video to connect them in real time with advisors, has been introduced by RBC...

Under the new DOL rule, when a registered investment advisor («RIA») with an existing plan client offers rollover advice to the plan's participants, it would be customary for the RIA to earn a higher rate of compensation from the rollovers.

Disclaimer: As an Investment Advisor Representative, I act as a fiduciary and give retirement planning and investment advice to my clients in exchange for a fee.

It's important for the advice they give clients to be based on a good premise and the advisor might need some help validating that.

One of the most important pieces of advice we give clients at my office is to take responsibility for your own immigration case, even when you have hired representation by a lawyer or immigration consultant.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

It's becoming easier and easier for clients to identify good sources of investment advice and research.

The Client acknowledges and understands that the Company will not provide the Client with any advice relating to CFDs, the underlying assets for CFDs and (if applicable) the exchanges where the underlying assets are traded, or make investment recommendations including occasions where the Client shall request such advice and / or recommendation.

It all adds up to better advice and truly informed clients that stay with you for life.

Assets and talent are slipping through the now - permeable membrane of the Financial - Industrial complex as pros and their clients wake up to the fact that investing advice should be paid for, not investing products.

Since 1997, Edward Jones Trust Company has helped thousands of clients preserve wealth for their families through personalized wealth management services grounded in a commitment to exceptional advice and service.

Citigroup Global Markets Limited, which is authorised by the Prudential Regulation Authority and regulated in the UK by the Financial Conduct Authority and the Prudential Regulation Authority in the United Kingdom, is acting for Shire and no one else in connection with the matters described in this announcement and shall not be responsible to anyone other than Shire for providing the protections afforded to clients of Citigroup Global Markets Limited, or for giving advice in connection with the matters described in this announcement or any matter referred to therein.

«Realizing that such clients have a pressing need for financial advice, and have decent incomes with which to pay for it, he linked his advice fees to income and net worth,» the report noted.

Karey provides investment advice to individual investors and discretionary portfolio management for Private Clients.

The purpose of the study is to show the size and nature of the UK's advice sector two years after the Retail Distribution Review (RDR) was implemented and commission - based sales were banned.The RDR had several aims — to improve the investment management service to clients, to increase the standards of professionalism for advisers, and to clarify the way advisers are paid for their services.

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.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

What if — very soon, not in some distant, undefined future — you prepare for work by firing up a laptop in your home office, walking into a storefront you've opened, phoning a client who trusts you for helpful advice, or otherwise doing what you want instead of what someone tells you to do?