Sentences with phrase «as financial advisers clubcorp»

Cooperation means bringing your financial paperwork, consulting with professionals such as financial advisers, mortgage professionals, and tax professionals if and when needed.

Our High Wycombe mediation service receives referrals from a number of sources and works closely with other organisations including family solicitors, Children Contact Centres and financial experts such as financial advisers and accountants.

Our High Wycombe mediation service receives referrals from a number of sources and works closely with other organisations including family solicitors, contact centres and financial experts such as financial advisers and accountants.

Davis Polk is advising Bank of America Merrill Lynch and J.P. Morgan Securities LLC as financial advisers to Fidelity National Financial, Inc. in connection with its $ 2.9 billion acquisition of Lender Processing Services, Inc..

Fladgate LLP acted for Charles Street Securities as financial advisers to iPoint Media PLC (iPoint) on its open offer and subscription offer to raise approximately # 1.73 million through a combination of issues of ordinary shares and loan notes.

Peabody stated that it had engaged UBS and Bank of America Merrill Lynch as its financial advisers.

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

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

J.P. Morgan and Wells Fargo also served as financial advisers to the investment consortium.

Others who have gone through similar circumstances as yourself will be able to give you a lot of feedback on what they did to reach their goals were they might be able to recommend other people who helped them along the way such as financial advisers, bank managers or accountants.

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.

Over time, these professionals started offering more comprehensive financial planning and became known as financial advisers.

Jefferies and Wells Fargo acted as financial advisers ClubCorp and Simpson Thacher & Bartlett is its legal counsel.

Credit Suisse Securities (USA) and Moelis & Co are serving as financial advisers to AdvancePierre, while Skadden, Arps, Slate, Meagher & Flom is providing legal counsel.

Bank of America, Barclays, Citigroup, Credit Suisse, Fifth Third Bancorp, Mitsubishi UFJ, and PNC Financial are acting as financial advisers to Red Ventures, and are providing debt financing to the company.

Shares of the company, which owns a number of landmark titles including People, Sports Illustrated, and Fortune, climbed as much as 9 % Thursday on the news that it has hired Morgan Stanley and Bank of America as financial advisers.

Lee - Chin, a civil engineer by trade, landed a job as a financial adviser in 1977 after struggling to find work in his field.

GLP then hired JPMorgan as its financial adviser and Allen & Gledhill as its legal adviser.

Barclays served as financial adviser and White & Case as legal adviser to Arby's.

Goldman Sachs served as financial adviser and Faegre Baker Daniels as legal counsel to Buffalo Wild Wings.

Jefferies LLC served as financial adviser to Kendra Scott, and Weil, Gotshal & Manges LLP and Kastner, Huggins, Reddien & Gravelle LLP served as legal counsel to the company.

Bank of America Merrill Lynch acted as financial adviser to the Permira Funds and provided committed financing; Fried, Frank, Harris, Shriver & Jacobsen LLP and Clifford Chance LLP acted as legal advisor to the Permira Funds.

Paul, Weiss, Rifkind, Wharton & Garrison was legal adviser and UBS acted as financial adviser to C. Dean Metropoulos and his family.

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

LUMA Partners acted as financial adviser to Unruly Holdings Limited.

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.

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

Goldman Sachs (GS.N) is acting as financial adviser to Standard Life whilst JPMorgan (JPM.N) and Credit Suisse (CSGN.S) are advising Aberdeen on the transaction.

Berkery Noyes acted as financial adviser to NGC.

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

After graduating Brenau University with a B.A. in Arts Management, Tiffany pursued a career as a financial adviser.

Qatalyst Partners is serving as financial adviser to Verifone.

Lazard is acting as financial adviser to Murray Goulburn and Herbert Smith Freehills is acting as legal adviser.

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.

Ryan works as a financial adviser at Janney Montgomery Scott LLC, a Garden City firm, and holds a master's degree in gerontology.

Dwayne Johnson plays an ex-football player who's under pressure to «monetize» his friendships in his new career as a financial adviser in HBO's «Ballers.»

Just as any financial adviser will advise you to avoid placing your retirement nest egg in a single basket, indies should think twice before locking their books into these three - month, automatically renewing KDP Select contracts.»

My criticism is not about him as a parent but his actions as a financial adviser.

The account can in some cases be managed by a third party such as a financial adviser who has knowledge and experience in investments.

Ramos started his career as an entrepreneur before spending 10 years as a financial adviser.

One of my most important goals as a financial adviser is to provide relevant, comprehensive financial education to the masses.

We act as your financial adviser in India by offering complete wealth management and other advisory services.

As long as a financial adviser makes recommendations that could be considered «suitable,» they're covered.

If they put themselves out as a financial adviser, make sure they can actually advise you about your finances.

A financial planner (also known as a financial adviser) is a person or authorised representative of an organisation, licensed by ASIC, to provide advice on some or all of these areas of your finances: investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation.

Goldman, Sachs & Co. is serving as financial adviser, and Sidley Austin LLP is legal adviser.

However, as the financial adviser, you should alert your client's accountant that IRA assets were used to fund a charitable gift (s) so that he or she can reflect the correct taxable amount on the client's Form 1040.

As a financial adviser, you can not base your recommendations on a rule of thumb.

She ditched a successful career as a financial adviser in favour of a life including experiences like feeding flamingos in Aruba (pictured)

One of my most important goals as a financial adviser is to provide relevant, comprehensive financial education to the masses.