Sentences with phrase «advisors need research»

Not exact matches

Advisors now have access to the research they need to fulfill the Duty of Care without raising costs for their clients.

Instead, advisors have to rely on research providers for the information they need to make investment recommendations.

Rather than mandating burdensome education and compliance costs for advisors, the SEC should focus on establishing standards for research that ensure all advisors have the information and analysis they need to fulfill the Duty of Care.

Advisors don't need better training, they need better research.

Kevin Malone, president and founder of Greenrock Research, advised, that whatever investment choices an advisor makes on behalf of clients need to be «clearly stated.

The viewpoint is catching on with advisors and consumers, but retirement research is still largely focused on the notion that individuals need to find a safe withdrawal rate for their retirement and then use that as a barometer to compute a wealth accumulation target in order to fund their desired retirement spending.

While the Department of Labor has not provided specific guidance about exactly how advisors fulfill fiduciary duties while making investment recommendations, we think it means advisors need to rely on research that is (1) un-conflicted and (2) inarguably in the best interest of clients.

Diligent research that can be conducted on many financial web sites and quality advice from an experienced financial advisor will help an investor find the best closed end funds for their needs.

Advisors who have a client in need of a combo can design it themselves, points out Matthew J. Schott, vice president - retirement income practice leader at Financial Research Corporation, Boston.

The County Manager performs research tasks as assigned by the Legislature and submits recommendations regarding any modifications needed for more efficient governmental operations and serves as chief advisor to the Legislature in the development, implementation and ongoing modification of policies and procedures.

There is a tremendous need for such training, says Steven Barnett, co-director of the National Institute for Early Education Research at Rutgers University in Brunswick, New Jersey, and an advisor to the Growing Up Great program.

Farm advisors are generally employed by university cooperative extension programs and work closely with growers to develop research programs geared toward the farmer's needs.

They are outstanding advisors and mentors of students as evidenced by mentoring students in research projects that address the needs of K - 12 educational systems.

Whether you are an advisor or investor, you now need to put lot of efforts and do deeper research to pick best mutual funds.

1) Taking classes 2) Teaching i.e. being a TA and getting a stipend (this is how you make the very little money you need to live on) 3) Doing research under the guidance of your mentor / advisor.

Much more research needs to be done and this will likely not come from me or my advisor as this issue was secondary to our interest in positive identification of the saharan dust.

If you have questions, do your research or talk to a financial advisor who understands your specific needs.

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Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks