Sentences with phrase «advisors specific focus»

Not exact matches

DOL notes that like the FAQs issued on Oct. 27 on the Prohibited Transaction Exemptions, the FAQ for advisors focuses particularly on specific technical questions raised by financial service providers, and it is limited to investment advice concerning plans covered under the Employee Retirement Income Security Act, IRAs and other plans covered by Section 4975 (e)(1) of the Internal Revenue Code.

Investment advisors and financial planners focus on a specific piece of your financial situation.

While specific firms and advisors were not named, the study focused on retail advisors at the lower end of the wealth spectrum, and did not include private wealth managers or hedge funds.

Each exhibition will be organized by curators with specific expertise in the area of focus, with WhiteBox artistic Director Juan Puntes curating the China - focus exhibition, independent curator Kyoko Sato for Japan, WhiteBox Curatorial Advisors Blanca de la Torre and Raúl Zamudio for Mexico and Latin America, and the former Yugoslavia portion curated by WhiteBox Director of International Programming Lara Pan, in collaboration with museum curators from across the region.

External advisors focus on big - picture strategy, or on specific subjects, such as legal project management, how to run a practice group or getting new business.

For some the resume can focus on specific accomplishments and for others it can focus in on their overall ability in specific relevant areas i.e. as a financial manager, thought leader, trusted advisor, marketing expert etc..