Sentences with phrase «analysis of financial advisors»

As I'm sure didn't escape your attention, these articles represent next - level analysis of financial advisors that we haven't before seen in the consumer press.

Not exact matches

Only by reading through the financial footnotes and management discussion and analysis (MD&A) can advisors close accounting loopholes and assess the true profitability of a company.

First, I focused on how the advice and analysis of the accountants, advisors, and financial planners of hundreds of thousands of Canada's small business owners are in stark contrast to the assertions of the government, specifically including the prime minister and the minister of finance.

Mr. Robertson, president of Potomac Global Advisors, an international strategic and financial consultancy based in Washington, DC, announced that based on an internal market analysis, the U.S. arm of the company is prepared to invest as much as 50 million USD in the market, including 20 million USD in the first year.

Advisors can no longer simply present a product to a client without the proper assessment of their financial goals and analysis of various products that would best address those goals.

CFP Board hopes its analysis of designations will «spur» implementation of a «simple consumer tool» floated by the Consumer Financial Protection Bureau that would allow consumers to compare advisor qualifications.

Mohrman - Gillis also noted that to help investors navigate the myriad advisor designations, the CFP Board plans to release soon an analysis it performed comparing and contrasting the 140 designations on the Financial Industry Regulatory Authority's website, many of which are «essentially meaningless» designations.

CXOadvisory.com presents financial markets models, research summaries, analyses and reviews designed for objective, unique and concise value to serious investors, financial advisors and money managers — a modicum of actionable conclusions filtered from a very noisy environment.

A few days ago, I stumbled on a similar analysis by LPL Financial, a brokerage with over 14,000 financial advisors and a book of $ 500 billions, which appeared in a December 12 Weekly Market Commentary and which covered the past Financial, a brokerage with over 14,000 financial advisors and a book of $ 500 billions, which appeared in a December 12 Weekly Market Commentary and which covered the past financial advisors and a book of $ 500 billions, which appeared in a December 12 Weekly Market Commentary and which covered the past 55 years:

In addition, she serves as an advisor to many boards including the Massachusetts Public Education Nominating Council, Lumina Foundation for Education, the Center for Policy Analysis at the American Council on Education, Educational Policy, and Journal of Student Financial Aid.

After concluding its review of each Letter of Interest (including both the initial eligibility determination and an in - depth review of the creditworthiness of the project) and related information submitted by potential applicants, along with the independent financial analysis report from the DOT's independent financial advisor, and after the project sponsor's oral presentation, the DOT will invite sponsors of eligible projects to submit complete applications.

Be sure to seek the advice of a financial advisor for current market analysis and advice.

Unlike traditional financial advisors and other robo - advisors, the internal algorithms build and manage global, customized portfolios of highly diversified, low - cost ETFs across asset - classes, while putting an emphasis on risk management by incorporating deep analysis of economic cycles in order to navigate its ups and downs and maximize long - term returns.

The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may include, or be derived from, account information provided by your financial advisor which can not be verified by Morningstar, (3) may not be copied or redistributed, (4) do not constitute investment advice offered by Morningstar, (5) are provided solely for information purposes and therefore are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete, or accurate.

Here's how the industry has evolved: The number of providers continues to swell (NerdWallet conducted an in - depth analysis of more than 20 robo - advisors this year), as does the range of services (things like socially responsible investing or access to financial advisors) and low - cost options for all types of investors.

Our board of directors reviewed financial aspects of each of the various alternatives, including an updated preliminary liquidation analysis prepared by management with input from our financial advisor.

The majority of financial advisors state similar number, which is also called the holy grail of the retirement analysis: the 4 % sustainable withdrawal rate.

The analysis was put together by an impressive list of retirement industry analysts: Jessica Sclafani, Cerulli Associates; Rennie Worsfold, Financial Engines; Doug Keith, GMO; Elizabeth Heffernan, Hueler Income Solutions; Cynthia Mallett, MetLife; Jim Smith, Morningstar; Mark Fortier, NISA Investment Advisors; Don Stone, Pavilion Advisory Group; Tom Johnson, Retirement Clearinghouse; Jody Strakosch, Strakosch Retirement Strategies; Rachel Weker, T. Rowe Price Associates; Mark Foley, TIAA; Kate Jonas, Nuveen; and Don Stroube, Wells Fargo.

Retain and utilize services of outside experts such as accountants, bookkeepers, investment advisors, and attorneys, as needed, for review, advice, and analysis related financial issues and reports.

Before making a gift to the Museum, you should consult with your financial, tax, and legal advisors for a thorough analysis of your individual situation and the tax consequences and to decide which of these ways of giving might work best for you.

First, meet with a financial advisor and conduct a thorough analysis of your current financial plan.

A good needs analysis also considers how much the death benefit from the life insurance policy is likely to earn if it's invested, says Larry Ginsburg of Ginsburg Financial Advisors in Oakland, Calif., and former longtime board member of the United Policyholders consumer advocacy group.

The business advisor also analyses the financial statements of the company for accuracy and provide advice on vital elements that affect the growth of the organization.

Served as key liaison between high net - worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis

Kate Sowles, the individual in the financial advisor resume sample below, presents a straightforward analysis of her work history along with a few key traits that make her a very desirable candidate.

International financial & science / design arts advisor with linguistic fluency available for entrepreneurial Research & Review... Design & Development for World Markets... World Capital... WorldWide... as a former top investment banker, I offer a private network of international securities experts & new opportunities based upon thorough macro-economic review, country socio - political analysis & sector / group - specific risk probabil...

Teacher — Duties & Responsibilities Teach college and graduate level mathematics from introductory courses to advanced Ph.D. level courses Design and implement dynamic, engaging materials to challenge and inspire students Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques Serve as academic and Ph.D. advisor offering personal and professional guidance to students Coordinate student schedules, activities, and departmental course offerings Build and strengthen professional relationships with faculty, staff, and industry leaders Represent the university with poise, integrity, and positivity Author and publish multiple text books and papers in applied mathematics Research finite element analysis in mathematical problems in engineering and applied sciences, actuarial and financial mathematics, computer simulations of engineering problems, and other specialized mathematics Speak at multiple colleges, universities, and industry gatherings (list available upon request) Serve as advisor and editor of papers authored by students and fellow professors Dedicated to the development of students and continued professional growth

Alliant Advisors, Inc., Hoffman Estates • IL 2003 — 2010 Accounting Manager Accountable for all aspects of client engagements for small to medium sized business enterprises, including preparation of financial statements, financial statement analysis, operational analysis, preparation of business income tax returns for corporations, partnerships, limited liability companies as well as sole proprietorships.

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

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

So, in collaborative cases, both attorneys tend to hand over the gathering and analysis of financial information and the development of financial options to a neutral C.P.A. or financial advisor.

The report's detailed analysis of both purchases and sales data is a valuable tool for investors, financial and retirement advisors, and real estate professionals.