Sentences with phrase «advisors say more»

Three out of five financial advisors say more than half of clients are more concerned about retirement security than last year.

Not exact matches

«So folks just aren't making individual decisions as much and advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the others» earnings,» Tabb Group's Larry Tabb told CNBC.

Investors need to be more «forensic» about their portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors, said.

Lextech advisor John Hennessy says businesses that used the mobile assistant had a more predictable and safer loading process and increased their efficiency by up to 20 percent.

«We are so much more like our grandparents behaviorally than our parents,» said Chantel Bonneau, a millennial and financial advisor with Northwestern Mutual.

Cole is an advisor to several startups and she says that her most valuable advice is to always make more grand goals, shoot higher and reach further.

This last point makes sense for some more than others, says Drew Nordlicht, partner and managing director of Hightower Advisors, San Diego, who advises high - net - worth business owners.

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

«The CFO role is more important and the position definitely needs an advanced investment background and not just an accounting MBA education,» said Keith Springer, president of Springer Financial Advisors in Sacramento, Calif..

If you «find advisors who aren't your advisors,» Boukadakis says, they may be more frank in their feedback because they won't have an emotional investment in your startup.

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«It's easier for an algorithm to determine someone's financial ability to take risk, but it's a whole lot more difficult to determine a client's emotional ability to take risks, and that's probably where a financial advisor has an advantage over a computer,» said Stammers.

SEOUL, April 4 - Elliott Advisors Limited, an arm of the activist hedge fund, said on Wednesday that it holds more than $ 1 billion of shares in South Korea's Hyundai Mobis, Hyundai Motor and Kia Motors.

from Sampling Effectiveness Advisors revealed that 73 percent of customers say they're more likely to try a new product after sampling it (tastings it, smelling it, and touching it).

«Today's action by the board was the culmination of a blatant bait and switch, essentially robbing loyal employees, including the more than 200 early founding Uber employees and advisors, of their hard earned shareholder rights worth billions in value,» they said.

Drinkwater said the new investing rule announced in early April by the Labor Department may spur advisors and clients to work more closely on keeping inflation's effects at bay.

«When they reoccur,» says Enright, «in - house financial advisors may be more necessary.»

«There are real concerns about Chinese behavior on intellectual property, for example, but there are much more effective ways to address them,» said Phil Levy, George W. Bush's former trade advisor.

Small - business owners «are having to do a lot more digging to find the opportunities, and since the opportunities are fewer, they have more competition with other small businesses,» says Julie Weeks, an American Express research advisor and author of the report.

«You always have to invest in your business, and every business grows differently,» says Bruce Clinton, a small business advisor and executive coach with BusinessWise in Madison, Conn. «It's more of an art than a science.»

Funds run by stock pickers would need to post at least a year of strong outperformance to rekindle the interest of advisors who are now more focused on costs, he said.

It could be argued that the ratings are more harmful than helpful, said Robert Schmansky, CFP, owner of Clear Financial Advisors.

That's getting a little bit more dramatic, even than when we had the Tillerson and Cohn news,» said Jens Nordvig, CEO of Exante Data, referring to the announced departure of top economic advisor Gary Cohn.

Dimensional Fund Advisors says: no more poison pills.

Tax experts say money managers can expect more tax planning than usual this season, as advisors and clients get familiar with tax reform.

He said that on the product side Vanguard would offer more tools for advisors to «create holistic portfolios to deal with a drawdown phase,» which he believes will be the norm in the next decade.

Paulitz says the «well over 80 firms» that have more than 100,000 advisors affiliated with them have ordered the BICE template.

Although the digital experience is important, Foy said, «real loyalty among millennials is much more heavily influenced by frequent communication with an advisor in the context of a goals - based strategy.»

«The good news is that we are exporting more, but with the labor markets incredibly tight, labor costs are accelerating as well,» said Joel Naroff, chief economist at Naroff Economic Advisors in Holland, Pennsylvania.

Cetera Financial Group says it has hired more executives and updated its platforms in order to helps its advisors sell and service retirement plans in accordance with the expected new Department of Labor fiduciary standard.

«In light of market demand, it's important that advisors and clients have a trusted brand to turn to and a simpler more flexible option to consider,» she said.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Advisors» roles have «evolved enormously over the past eight years,» he said, from more of a broker to a fiduciary.

He cautions advisors to never say that a particular allocation will never comprise more than 20 % of a portfolio, for example.

«I think the CSA will start with a soft - glove approach and evolve to more iron - hand in a few years,» says Paul Gryglewicz, managing partner of Global Governance Advisors, a Toronto firm that advises company boards and senior managers on corporate government and executive pay issues.

But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.

On its website, the SSA says, «Social Security replaces about 40 percent of an average wage earner's income after retiring, and most financial advisors say retirees will need 70 percent or more of pre-retirement earnings to live comfortably.»

«For many people, the investment component may be more important than any state tax savings,» says Nelligan, who recommends working with a financial advisor to weigh the tax benefits of staying in - state and shopping around for suitable alternatives.

Such short - term volatility isn't unusual, say analysts, which is why advisors usually recommend investors take a more mid - to long - term view.

There is evidence that the influence proxy advisors have over say - on - pay votes extends more broadly.

«Not long after I joined WisdomTree, I realized that investors — mostly institutions and advisors — were starting to use the products more, but really didn't understand how the products were priced, why spreads had a particular width and where ETF liquidity came from,» Abner said.

On this subject, Miller said, «We do not anticipate a problem there because one or more of the people that are drafting the act is an [ABA] advisor.»

White announced in a late March speech that «in order to more fully inform the commission's decision on this matter,» she had directed SEC staff to compile a list of all those options, including, she said, «a uniform fiduciary standard for broker - dealers and investment advisors when dealing with retail customers, and other measures that may be more targeted and achievable in the shorter term.»

High school seniors today are more likely than previous generations to say that making a contribution to society is extremely important to them, according to an October 2014 report from The White House's Council of Economic Advisors.

Although such services are a relatively small section of the ETF distribution market, they're likely to grow, Gopaul says: «There's this demand for more and more technology - based advice, and the robo - advisors are going to serve a growing part of our investment landscape.»

That permits advisors to express a precise fixed - income viewpoint that balances a client's portfolio yield with his or her risk profile, says Gopaul: «Volatility is coming back now, and there's going to be more demand there.»

Gopaul says that as advisors continue to shift their books toward ETFs and away from mutual funds, actively managed ETFs will become a more compelling option for his firm.

Clients want advisors «to grasp the broader (technology) trends, zero in on what matters most, and take a more holistic approach to help them at every level achieve their long - term financial goals,» said Mitchell H. Caplan, CEO of Jefferson National.

Patricia A. Bojanic, tax partner for Gordon Advisors in Troy, said the new tax law makes the 2018 child tax credit more beneficial and more widely available to many parents.

This outcome may reflect the fact that more savvy buyers who buy larger contracts likely have access to more sophisticated advisors who are more careful in helping clients make choices, Gourley said.