Sentences with phrase «advisor at my bank»

Once I had amusing conversation with one of these advisors at my bank....

It is 2 % cheaper than using a financial advisor at a bank or a broker.

I always assumed that physical gold is inflation - proof, but my advisor at my bank claimed it is not — unfortunately without going into details.

Take an honest look at where you can get start with either or both of these by speaking to a financial advisor at your bank or in your local community.

A lot of young people, for instance, first get involved with investing through an advisor at their bank — but may be under the mistaken impression that this is some type of free service.

«We use an advisor at the bank, so I have to sit down with him and start planning toward that point,» he says.

My finacial advisor at the bank said «lots of other people were in the same position ``.

Not exact matches

Analyst Ben Rabidoux, a principal at North Cove Advisors, predicts Morneau's measures «will force more volume out of the traditional banking space and... into this unregulated space.»

Before Bloomberg, he worked as an investment banking analyst at CIBC World Markets and Navigant Capital Advisors.

If real estate speculation continues to boil, especially in Greater Toronto, Morneau's measures «will force more volume out of the traditional banking space and... into this unregulated space,» predicts credit market analyst Ben Rabidoux, a principal at North Cove Advisors.

In a case of the proverbial cobbler's children being the worst shod, only 30 percent to 35 percent of financial advisors have a succession plan in place, David DeVoe, managing director and founder of San Francisco consulting firm and investment bank Devoe & Co., told attendees at Charles Schwab's IMPACT 2017 confab in Chicago.

About 90 percent of North Korea's trade is with China, and Chinese junket operators are well equipped to use the formal banking sector and informal financial networks created by the Chinese traders and small businessmen who've crisscrossed the world for 1,000 years, says Andrew Klebanow, a senior partner at Global Market Advisors LLC in Las Vegas.

On Thursday, central bank advisor Sheng Songcheng said at a finance forum in Beijing that he expects China's financial deleveraging to be less forceful next year as it has already achieved obvious results, Reuters reported.

The extradition proceedings against Rakesa Saxena, who fled to Canada after being accused of embezzling C$ 89 million during his tenure as treasury advisor at the Bangkok Bank of Commerce, are expected to wrap up soon.

Prior to joining Cerberus, Mr. Schiermbock was a Vice President at Apollo Real Estate Advisors from 2003 to 2005, where he was responsible for asset management, investor reporting, bank relations and risk management.

She's a big shot — the number two at the world's most powerful central bank, a former professor of economics at Berkeley, and a former top White House economic advisor — but she still does her homework.

NEW YORK — The Federal Reserve Bank of New York today announced that Brian Sack has withdrawn his resignation and will remain at the Bank as a senior advisor to New York Fed President William C. Dudley, effective June 30, 2012.

Julian has an entrepreneurial background in investing, having founded and led the merchant banking effort at Atlas Advisors prior to co-founding Alliance Consumer Growth in 2011.

Earlier, Ms. Mann served as a Senior International Economist at the US President's Council of Economic Advisors and worked as a Special Assistant to the Vice-President for Development Economics / Chief Economist at the World Bank.

Years of aggressive central bank policies haven't resulted in the type of accelerated global growth one might expect, so Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, wonders if there is an alternate universe where that is in fact the case.

June 12 Pennsylvania Senior $ afe Training presented by the Pennsylvania Department of Banking & Securities to River Wealth Advisors LLC, in Harrisburg, Pennsylvania, at 11 am.

Summit panelists include the following: William Strauss, senior economist and advisor for the Federal Reserve Bank of Chicago, Dr. Indranil Ghosh, associate professor of economics at GSM, and Dr. Faisal Rahman, dean emeritus and professor of economics at GSM.

Dr M. Umer Chapra, a former professor of economics at the University of Wisconsin, Kentucky and Lexington, and currently a senior advisor at the Islamic Development Bank in Saudi Arabia, remarked:

Since retiring from her hospital work at the end of last year, Gillian has become involved in supporting the development of milk banks in Vietnam and India through her work for the organisation PATH and is also an advisor to the Australian Red Cross which is currently establishing a national milk bank for Australia.

The situation could force the regulator to appoint an advisor to deal with the current situation at the bank, resulting in management takeover of the bank.

She chairs the Scientific and Advisory Panel of the Global Environment Facility, serves on President Obama's Council of Advisors on Science and Technology, is a lead author of the U.S. National Climate Assessment, and an Adaptation Fellow at the World Bank.

It was my plan to start investing in low cost ETFs and that I didn't want to deal with my current financial advisor nor my banker at the Credit Union, with whom I still dealt with for my banking.

At a traditional bank, 50 % of the fees you're paying go toward advisors» sales commissions.

MFDA advisors — many of whom work at bank branches and firms such as Investors Group — can sell mutual funds and nothing else.

«I think if you have your funds direct deposited, you maintain balances at a bank and you swipe an ATM debit card with that bank, then you should feel comfortable knowing that you provide value to that bank,» says Shannon McLay, financial advisor and founder of The Financial Gym, a financial advisory firm.

The money you invest with a robo advisor is typically sitting in an account with an independent custodian bank, which holds your cash as well as your assets for you at any stage during the investment process.

Or self - directed (ie at a bank or with a financial advisor).

Arrange a free, personal investment consultation at your nearest U.S. Bank branch with one of our full - service Financial Advisors.

We at Your Loan Advisors take pride in providing personalized services to guide our customers, achieve their Personal Loan requirements from the bank that will service their needs the best!

The underlying investments are managed by Vanguard Group, Dimensional Fund Advisors, and the Utah Public Treasurers» Investment Fund, or are held in trust by my529 at Sallie Mae Bank and U.S. Bank.

At Mobank full - service brokerage affiliate, BOK Financial Advisors, you'll find all the capabilities you need to create a personal investment strategy and put your money to work for you — right where you bank.

One «financial advisor» at my bank today told me that if you invest $ 5000 on Jan 1 and then withdraw some during the current year, whatever you withdraw can not be replaced until the next year when it is added to your contribution room.

Our guy has done this with many people and it has been no trouble at all for us, so getting the right bank / banker to deal with is obviously a key, and although we too probably could have managed without an SM advisor, we would not have found our banker without him, so for that alone it was worthwhile.

It was there that she was shocked by how misinformed the saleslady at the bank was (and believe me, they are salescritters and not «advisors» or «planners»).

REALLY LOW COST: $ 300 annual flat fee regardless of portfolio size, no more paying a % of your assets, the wall street financial advisor model (aka AUM) REAL CONTROL Total Checkbook control at the bank of your choice, write a check, no delays, no problems.

«I would be astonished if the big banks are not giving it serious consideration,» said Richard Parry, principal of Richard Parry Advisors and a former risk management executive at Chase, Citi and Visa.

This type of segregated fund can be sold by registered mutual fund salespeople at bank branches and by individual financial advisors who lack life insurance licenses.

If you don't feel comfortable setting up an account and investing on your own, and don't mind paying more money in fees then you can usually get an RESP account setup at your bank or with a financial advisor.

Equating demand among retail clients for holistic wealth management with elbows - out cross selling, Bank of America is trying to get advisors at its Merrill Lynch brokerage subsidiary to convince their clients to bank with the mothersBank of America is trying to get advisors at its Merrill Lynch brokerage subsidiary to convince their clients to bank with the mothersbank with the mothership.

And as luck would have it, Merrill and Bank of America offer its customers «unparalleled platforms, featuring industry - leading banking and investment solutions, and a level of wealth management service and resources that can't be found anywhere else,» Sieg adds in the memorandum, mentioning an advisor force of about 15,000, 4,500 «retail financial centers» and more ATMs than you can shake a big stick at.

If you believe there are cumulative quantity discount eligible shares that can be combined with your current purchase to achieve a sales charge breakpoint (for example, shares held in a different broker - dealer's brokerage account or with a bank or an investment advisor), it is your responsibility to specifically identify those shares to your financial advisor at the time of your purchase (including at the time of any future purchase).

If you prefer investing with an advisor in person or your trading needs are complex, you have the option to invest with an advisor at one of Bank of America's 2,100 locations.

Your bank advisor will recommend a mutual fund that ideally matches the risk profile you discussed at the beginning of your meeting and also delivers the return you want.

Finding the right advisor at times that will provide you with unbiased opinions can be more worthwhile than simply trusting your banking institution and investing in these often appealing wrap account programs.

Advisors working for banks are not necessarily better but at least, they sell funds with lower MER's and no load fees.