Sentences with phrase «as a financial adviser there»

Not exact matches

To hear many investment advisers tell it, there's little reason to shift gears — regardless of what's going on in the various financial markets — as long as your long - term strategy makes sense.

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.

From there, my job as a financial adviser was done, and my role, if I wanted to be successful, was to go out and capture the next $ 1M or $ 5M to build my cumulative AUM figure.

Workers who aren't saving as much as they want to can aim to get there over time by having their contribution rate increase automatically by one or two percentage points each year, financial advisers say.

There are just too many other pressing problems, such as the financial crisis and the wars in Iraq and Afghanistan, to occupy the president - elect's time and that of his advisers.

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.

There are many brokers masquerading as financial advisers, who do not have to act strictly in the best interests of the client.

And there's probably just as many bad mechanics and gardeners as there are bad financial advisers.

If you feel like your debts have spiralled out of control, and that you are in a position that there is no coming back from, you need to consult your bank and / or a financial adviser as they will be able to guide you on the best possible course of action.

There are similar considerations when an investigation leads to a remedial programme and I have been involved as an adviser in these situations too, including providing «skilled person» services (section 166 of the Financial Services and Markets Act 2000).

Second, in the event that there is a decision that no delay will be issued, the DOL will not initiate any enforcement action due to non-compliance as of the April 10 applicability date, «provided that the adviser or financial institution satisfies the applicable conditions of the rule... within a reasonable period after the publication of a decision.»

Financial advisers advocate less and less risk as we grow older, so as retirement protection there really is probably a point where most, if not all, of your retirement is in places that are safe and not endangered when someone in Italy or Greece sneezes.