Sentences with phrase «as a financial adviser for»

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Kirbyjon Caldwell — who served as spiritual adviser to presidents George W. Bush and Barack Obama — and disgraced financial planner Gregory Smith have been charged for fraud.

For more investment advice, consult your financial adviser or go online to sites such as Vanguard, Fidelity, or Schwab for more guidanFor more investment advice, consult your financial adviser or go online to sites such as Vanguard, Fidelity, or Schwab for more guidanfor more guidance.

Citigroup, Goldman Sachs and Morgan Stanley acted as lead joint financial advisers for the consortium and are providing the financial resources confirmation related to the purchase.

Rothschild is acting as Tyson «s financial adviser for the sale.

But as the pace of dealmaking speeds up, advisers to buyout funds have warned that there is a risk of overpaying for assets as multiples have already surpassed the record highs of before the financial crisis.

He had paid cash for her house in Gainesville, valued at roughly $ 900,000, but he says one of his financial advisers took a loan out against it in his name without his knowledge — which left Hearn - Pearson as one of her son's largest creditors.

Morgan Stanley's far - flung stockbrokers, who manage money for individual clients and prefer to be called financial advisers, now contribute almost as much to the bottom line as the bankers and traders who long counted themselves as Wall Street's blue - blooded elite.

«A lot of it comes down to time and convenience, and what's best for you as a consumer or business,» says Jeffrey Hausinger, a Certified Financial Planner and senior financial adviser with Merrill Lynch in TamFinancial Planner and senior financial adviser with Merrill Lynch in Tamfinancial adviser with Merrill Lynch in Tampa, Fla..

For the deal with Embibe, Citibank acted as the financial adviser to RIL.

The excited voices on CNBC radio riveted financial adviser John Bacci's attention as he drove to Chestertown five years ago for a routine client visit.The stock market was in freefall that Sept. 29 after Congress rejected a $ 700 billion rescue of the...

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

William worked as a Senior Financial Consultant for a Fortune 500 bank before he started his own independent practice as a financialFinancial Consultant for a Fortune 500 bank before he started his own independent practice as a financialfinancial adviser.

FBN Capital of Lagos was involved as either a mandated lead arranger or financial adviser in a long list of debt deals valued at about $ 3 billion in 2013, maintaining its lead role in Nigeria's fast - growing market for project finance and structured finance.

Before accepting anyone as your financial adviser, you should ask for a track record or his / her own investment portfolio.

Kalvoda said families should consider setting up a separate entity for these co-investments as she did to make sure their entire family offices aren't forced to register as investment advisers and therefore reveal financial details.

As always, work with your accountant or financial adviser to ensure you're making the best choice for your future.

As the large wirehouses continue to retrench and search for new ways to train financial advisers, Bank of America said Thursday it was following through on previously mentioned plans to expand its online brokerage platform, Merrill Edge.

But as time went on, I found myself increasingly at odds with my advisers on the means and methods used for ensuring the numerical and financial viability of the congregation.

Investigators have been looking at whether coaches at these schools have been paid by outside entities — such as financial advisers, agents, and apparel companies — in exchange for pressuring players to associate with those entities, people familiar with the investigation said.

The same sentence is being sought for the player's financial adviser, Ivan Zaldua, as well as the chief of the Portuguese company he allegedly used to avoid tax.

A former policy adviser at the Treasury, Morgan is now making a name for herself as a top financial lobbyist.

Kaiman, who announced last Sunday he would leave his state posts as chairman of the Nassau Interim Finance Authority and special adviser to Gov. Andrew M. Cuomo on storm recovery to run for the congressional seat held by retiring Rep. Steve Israel (D - Huntington), said he was not familiar with the scope of Terry's financial problems.

Those clients include Forest City Ratner, the Brooklyn company leading the $ 260 million Nassau Coliseum renovations; KPMG, the financial advisers that want to help the county lease its sprawling sewer system to private investors for as much as $ 800 million; and American Traffic Solutions, the operators of the county's red - light camera program, which typically gets more than $ 5 million annually in ticket revenue.

David Cameron's former deputy chief of staff has taken a part - time role as an adviser for the financial and corporate lobbying firm Brunswick.

KPMG has been retained as a financial adviser to advise on a detailed financial analysis of each hospital and their overall condition and to determine a strategy for how to best absorb the impact of next year's $ 1.1 billion hit.

For those paid on contract or as consultants, it is probably worth finding an accountant or other financial adviser to help you determine how best to declare you income for tax purposFor those paid on contract or as consultants, it is probably worth finding an accountant or other financial adviser to help you determine how best to declare you income for tax purposfor tax purposes.

As such, it should not be used as a substitute for consultation with professional accounting, tax, legal, financial, health, mental health or other competent adviserAs such, it should not be used as a substitute for consultation with professional accounting, tax, legal, financial, health, mental health or other competent adviseras a substitute for consultation with professional accounting, tax, legal, financial, health, mental health or other competent advisers.

Jason Bateman explores his dark side in this drama as he plays a financial adviser who launders money for a drug lord.

As part of its vision to promote excellence in middle and high school leadership, NASSP, with financial support from a number of partners, annually recognizes principals, assistant principals, schools, students, and advisers from across the country for their leadership and for making positive, significant differences in our schools and communities.

Start - up is as simple as making an appointment with your bank or financial adviser to open a savings or brokerage account in trust for your child.

Most financial advisers suggest that an individual should at least set aside enough funds that can cater for their 3 - 6 months total expenses as an emergency fund savings.

In the case of a reverse mortgage, that could be someone coercing you to use the proceeds for a costly home renovation that you may not need or a putative financial adviser whose goal is to get you to invest the proceeds in some sort of commission - generating investment, such as annuity.

But for those of us who are clients of financial professionals, it would be almost as much fun to procure a copy and bounce some of the content off your adviser.

Fee - for - service is also offered by a newer category of financial advisers known as money coaches.

Be sure to consult your financial adviser or a tax professional for advice as to your particular tax situation.

Some college financial advisers encourage students to apply for as many scholarships and grants as possible, even if you don't meet the requirements.

As a result, the number of LIRAs will continue to rise, predicts Matthew Ardrey, vice-president and wealth adviser for Toronto - based TriDelta Financial.

On in episode of her show, a woman asked Orman if she and her husband should cancel the variable life insurance (a form of permanent life insurance, same as whole life) that their financial adviser signed them up for.

There are few formal investment advisers for peer lending so it may not be as easy as letting your financial adviser pick when to buy and sell stocks.

Due to their complex nature, as well as the recent changes to the rules, it's recommended that you consult your tax or financial adviser if you have any questions as to whether an IPP is a viable retirement savings vehicle for you.

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Commissions for financial advisers have been banned in the U.K. and Australia as of this year and De Goey would like them see them abolished here too.

Regulators officially ushered in the Client Relationship Model (CRM) earlier this spring making it mandatory for financial advisers to fully disclose all transaction details, commission and fee breakdowns as well as annualized rates of return.

But here's where the debate starts to heat up: Though your financial adviser would have kittens at the thought of it, Bernstein and others, such as Stephen Jarislowsky, the billionaire Canadian money manager, say that if you plan to hold a large sum of money outside of an RRSP for a long period of time, you may indeed want to ditch the bonds altogether and go 100 % stocks.

It is registered as an authorised insurer in Hong Kong to provide long - term savings and investment solutions for customers and distributes products through strategic partnerships with independent financial advisers.

For a more conservative portfolio of 65 % equity, (35 % bonds is about the «riskiest» allocation most financial advisers would suggest to clients, some go as far as 50 % in more conservative cases) the lowest and highest portfolio balance at the end was $ -301,852 to $ 4,921,485, with an average at the end of $ 1,543,147.

But if you're holding money for five years or more (some CDs have terms as high as 10 years), many financial advisers would tell you to invest in stocks instead.

To increase your chances of getting advice that is right for you, look for an adviser who also has a diploma, an advanced diploma or degree qualification in a relevant discipline such as finance, economics, accounting or financial planning.

When you're looking for an insurance policy as an investment vehicle, a financial adviser (CFP, or whatever else acronym on the business card - doesn't matter) may be helpful.