Sentences with phrase «advisor providing»

* Retired Navy Chief Warrant Officer * Executive level cybersecurity strategic risk manager and advisor providing effective enterprise security architectures, strategies and processes in a manner understood and supported by organizational leaders and business partners.

Employers view her as a trusted advisor providing solid business advice.

We strive to understand your business goals and be a strategic legal advisor providing practical solutions.

The London Company, located in Richmond, VA, is a registered investment advisor providing equity portfolio management services to a diverse mix of corporations, trusts, foundations, endowments, pensions, banks, individuals, and mutual fund accounts since 1994.

We envisioned the club and competition to be student - run, with me as the advisor providing guidance as needed.

On its face, this interpretive guidance broadly suggested that any rollover - related advice from an advisor providing any fiduciary advice to the plan sponsor or the plan's participants could result in a prohibited transaction.

Robo - advisors provide financial advice or portfolio management online or via a smartphone application.

Without the context of the service provided, that's not going to be very accurate because there's huge variation in the services that advisors provide,» Weir said.

Cumberland Advisors provided a grant to USF Sarasota - Manatee and to GIC to assist this event aimed at public education.

Common - sense rules can protect investors and consumers, prevent abuse, and ensure that brokers and advisors provide advice that is in consumers» best interests.»

Furthermore, the DOL Rollover Opinion indicates that advisors providing such fiduciary advice, even if inadvertently, will also be treated as subject to the restrictions described in the Rollover Opinion.

Pathstone Federal Street Advisors provides conflict - free investment consulting and wealth advisory services to a select group of clients, with a particular focus on complex multi-generational families and mission - oriented family foundations and nonprofit organizations.

Plus, even if you're familiar with investing, this robo - advisor provides you with a professional eye.

Align helps advisors provide impact strategy and portfolio management services to their clients who are asking for expert guidance in this area with the confidence that Align will not take the client from the advisor.

Also, BICE does not cover discretionary account management, so broker - dealers whose advisors provide such services will need to look elsewhere for relief.

Green Street Advisors provides must - have real estate data and analytics for better decision - making.

Fee - only financial advisors provide advice and ongoing services for transparent fees, but many advisors are paid to sell you investment products for big commissions.

Beyond this basic service, robo - advisors provide tax - loss harvesting services which allow investors to take advantage of any losses in their taxable portfolio.

Technopak Advisors provided project management services for the project.

With $ 1.4 trillion in client assets as of April 11, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full - service financial advisors and 3,350 licensed bankers.

Chicago Children's Museum's volunteer Board of Advisors provide a broad range of expertise to enrich the work of the museum and build meaningful partnerships with like - minded individuals and organizations.

Hugh Johnson of Hugh Johnson Advisors provided a snapshot of the Saratoga County economy and how it relates to the regional and + Read More

Hugh Johnson of Hugh Johnson Advisors provided a snapshot of the Saratoga County economy and how it relates to the regional and national economy.

Farm advisors provide the crucial communication link between farmers and academic researchers, helping to inform scientists of farmers» needs.

The following expert advisors provide one stream of input in the process, alongside the thousands of voices inside and outside of yoga who will offer their viewpoints through surveys, focus groups, online discussion forums, and other channels.

Live dating advisors provide assistance and answer questions.

And an array of peer advisors provide an easy and approachable entry point into the network of resources supporting all our students.

Service is always A-plus service advisor provide first class consideration and explains service to be done or which is recommended.

In the end, robo - advisors provide more choice to investors, especially to a tech - savvy millennial generation looking for low - cost investing alternatives.

How financial advisors provide value.

«Hopefully the advisor provides a little more value than just executing trades.»

Also, find out if you'll be charged for any email or telephone advice the advisor provides.

AXA Advisors provides access to a broad range of mutual funds with diverse investment objectives and philosophies.

Our RBFCU Investments Group financial advisors provide the experience, knowledge and dedication you expect when it comes to managing your investments.

Do you feel the services your advisor provides you with Sun Life are worth $ 750 / yr.

Satisfaction increases by 62 points, on average, when firms provide a summary of fees, compared to when they don't (792 vs. 730, respectively), and improves by 87 points when advisors provide an explanation of fees, compared to when they don't (801 vs. 714).

Trained credit advisors provide counseling to those who sign up for one of the programs which includes consumer credit protection regulations as per the Fair Credit Reporting Act.

Our trusted financial advisors provide services that help you plan for the future and ensure your finances are ready for each stage of life.

Because robo - advisors provide an automated process for investing based on your goals, they can help you avoid emotionally driven decisions fueled by headlines, market highs (or lows), friend recommendations, and gut feelings.

Our in - house professional AMFI certified investment advisors provide online advise to non resident Indians & foreign nationals, expats to identify top performing mutual fund schemes in India that suit their investments profile & long term financial goals and objectives; with highest rate of returns.

Crystal Brook Advisors provides you with a choice of meeting with a CERTIFIED FINANCIAL PLANNER ™ online or offline at your convenience.

Your advisor provides advice and education to choose the best investment options, based on your comfort level to meet your investment needs, goals, risk tolerance and time horizon.

Unfortunately, even today, too many financial advisors provide canned answers.

Santa Monica, CA About Blog Angeles Investment Advisors provides wholly independent investment advice and customized total portfolio implementation to sophisticated and forward - thinking institutional investors.

Interactive Brokers Hong Kong Agreement for Advisors Providing Services to Interactive Brokers ClientsMay 9, 2017

Agreement for Non-Professional Advisors Providing Services to Interactive Brokers Canada CustomersApril 10, 2018

Agreement for Professional Advisors Providing Services to Interactive Brokers Canada CustomersApril 10, 2018

Neither Bank of America Corporation nor any of its affiliates or financial advisors provide legal, tax or accounting advice.

Most of the confusion regarding these types of annuities is in regard to the fuzzy details that shady advisors provide.

If the financial advisor provides these and helps the client implement them, they will avoid the disastrous results that occur when they listen to the news and let their emotions drive their investments.