Sentences with phrase «advisor as their intermediary»

Consumers who use a financial advisor as their intermediary can avoid the most common estate - planning and last will and testament errors.

Not exact matches

With their 30 - year history, CDFIs are the original impact investors, serving as lenders, financial intermediaries and technical advisors in «risky» areas to prepare the ground for mainstream capital.

Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, service providers to the sector, a wide array of international jurisdictions and a diverse project focus such as market analysis and sizing, competitive intelligence and benchmarking, market entry strategy and client, advisor and intermediary insight.

Jay Kriegel, a senior advisor at the Related Companies, has raised $ 50,000 in donations for City Council Speaker Christine Quinn's mayoral campaign in the last two months, acting as an «intermediary» for other donors, the Village Voice reported.

Front - end loads are paid to investment intermediaries, such as financial planners, brokers and investment advisors, as sales commissions; as such, these sales charges are not part of a mutual fund's operating expenses.

The fund investor pays the load, which goes to compensate a sales intermediary, such as a broker, financial planner or investment advisor, for his time and expertise in selecting an appropriate fund for the investor.

A good Qualified Intermediary will work with you and your tax or legal advisors to make sure the process is done correctly and as seamlessly as possible.

Prior to his current role, Tim worked for SSGA's Intermediary Business Group as a Research Analyst providing value added research, educational tools and practice management services to financial advisors.

The justification for a load fund is that investors are compensating a sales intermediary such as a broker, financial planner, investment advisor or other professional for his time and expertise in selecting an appropriate fund.

Besides, who needs a gallery as intermediary when you could tour with a Saatchi art advisor?

More than 30 years of experience as a commercial dispute resolution and business relations intermediary, management consultant, corporate board member, entrepreneur, trainer, speaker, and advisor to companies worldwide.

As trusted advisors in society, it is incumbent upon attorneys to lead what is likely to be a major transformation in the digital landscape of law away from a world of trusted intermediaries and central authorities, to a world of distributed digital trust in blockchain networks.

The sophisticated Investor will always have a good team of experienced professional advisors, including legal, tax, and financial advisors, along with a knowledgeable broker and professional, experienced, institutional Qualified Intermediary, also referred to in the real estate industry as the 1031 Exchange Accommodator or 1031 Exchange Facilitator, and an Exchange Accommodation Titleholder, with significant technical experience in tax - deferred like - kind Exchange transactions such as Exeter Reverse 1031 Exchange Services, LLC.

Limited to 50 participants only, join today and meet and network directly with leading industry professionals and decision - makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries / Advisors.

The 6th Independent Sponsor Summit is a key platform to meet and network directly with leading industry professionals and decision - makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries / Advisors.

The scope of our work also extends to serving as advisor or intermediary to investors looking to establish value of an asset or portfolio or add one or more properties to their portfolios.

«There's not one industry that has survived the technological disruption with so many intermediaries» as commercial real estate lending has, according to Shekar Narasimhan, managing partner with Beekman Advisors Inc..

You should always consult with your legal and tax advisors as well as your Qualified Intermediary prior to completing a seller carry - back installment sale as part of your 1031 Exchange transaction.

It is extremely important that you consult with an experienced Qualified Intermediary (also referred to in the real estate industry as a 1031 Exchange Accommodator or 1031 Exchange Facilitator) and competent legal, tax and financial advisors for guidance in structuring your 1031 Exchange transaction.