Sentences with phrase «as a financial advisor while»

His parents were «not artsy», Dano has said, his father working as a financial advisor while his mother stayed at home to raise Dano and his sister.

Not exact matches

Perella Weinberg Partners and Credit Suisse were financial advisors to Henkel, while Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor.

J.P. Morgan Securities is acting as financial advisor to Celgene on the transaction, while Morgan Stanley is acting as Juno's advisor.

Morgan Stanley (MS) served as lead financial advisor to EMC, while J.P. Morgan (JPM) served as lead financial advisor to Dell and Silver Lake.

While new technologies, such as Motif, are helping extend the reach of impact investing to a broader universe of investors, a financial advisor's role in taking a holistic approach to investing is still undeniable.

Very near - term we see the risk of consolidation, with some of the tactical indicators extended (such as the bull / bear ratio for financial advisors, while net corporate buying is low) and we expect the Fed to start tapering in January.

While it's always recommended that families meet with a financial advisor to decide what level of life insurance protection would benefit them the most, a supplemental policy could act as a financial safety net, providing much needed normalcy during a very difficult time.

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

While some may regard retirement as a key moment in their financial journey, it's not an event but a process, says veteran financial advisor Clay Gillespie in a new book

A RRSP meltdown is a strategy some financial advisors suggest as a way to withdraw money from an RRSP while paying little or no income tax.

While the tone of the question presumes that somehow individuals are betrothed to their financial advisors, what is more troubling is the construal of investors as «cheaters» for seeking out other services.

With a WRAP account also known as managed money account, an investor benefits from having one fee applied, while receiving ongoing support and consultation from the financial advisor.

As a fellow financial advisor / portfolio manager I have admired Ken's AAAMP service for a while and have subscribed to it.

While it's your job to fix bad credit issues as a credit repair professional, you also want to serve as an advisor and guide to those who are inexperienced with managing money and credit so they can avoid similar financial situations and setbacks down the road.

A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokers.

While a significant part of his practice is dedicated to defending lawyers, financial advisors and insurance producers against malpractice claims, he also devotes considerable time advising lawyers and law firms on their ethical obligations and risk management tools, acting as outside general counsel to several of Chicago's many condominium associations, and representing the interests of family members and shareholders in disputes that arise within closely - held corporations... read full bio.

While a significant part of his practice is dedicated to defending lawyers, financial advisors and insurance producers against malpractice claims, he also devotes considerable time advising lawyers and law firms on their ethical obligations and risk management tools, acting as outside general counsel to several of Chicago's many condominium associations, and representing the interests of family members and shareholders in disputes that arise within closely - held corporations.

While I can understand why he cancelled the appointment but he did not take into account as a busy surgeon I took that day off to meet multiple financial advisors, he is the only one that did not keep his appointment and never called to schedule a follow up appointment!

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

For items such as a 401 (k), 403 (b) or Employee Savings Plan we can ascertain their current worth rather easily by going to a website or asking our financial advisor but while it may seem simple, we need to account for a few variables.

While I am an essential part of the team, I encourage my clients to collaborate with my network of trusted professionals, including family therapists, financial advisors, realtors, and business experts, to assist them as they actively create optimistic futures for themselves.

Jones Lang LaSalle Securities LLC served as financial advisor to Steadfast, while Morris, Manning & Martin LLP served as its legal counsel.

I am currently employed as a salaried financial advisor at a large company, but like many others in the corporate world, I am increasingly attracted to the idea of leaving the cubicle lifestyle, getting into the world of real estate, and achieving the American Dream, which to me entails traveling the world while I generate passive income from my rental properties.