Sentences with phrase «as its financial advisor in»

Amy Wasser joined Edward Jones as a financial advisor in 1999 in Pleasant Hill, Calif., where she continues to partner with individual investors today.

Timm joined Edward Jones in 1983 as a financial advisor in Humboldt, Iowa.

Orban began his Edward Jones career in 1992 as a financial advisor in Xenia, Ohio.

Stathis gained also significant experience in the Investment Banking and Large Corporate & Structured Finance units of Piraeus Bank, as financial advisor in M&A and Capital raising projects.

From the day I started working as a financial advisor in 2007, I have always operated as a fee - only planner, meaning my compensation comes solely from the fees my clients pay, not from commissions or other third - party referral fees.

The financial vehicle to use for a deferred compensation plan is largely a matter of financial advice AND we aren't purposing to serve as a financial advisor in raising this question for this or any other article.

Captec considered a number of options, including going private, but as early as January it hired UBS Warburg LLC as its financial advisor in connection with a possible sale.

Not exact matches

He was selected by Barron's in 2016 as the top financial advisor in the United States, after a 30 - year career in wealth management.

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

Sheats is an incredibly smart financial advisor who holds nothing back as he provides in - depth content and «master's degree - level education» to listeners.

With their 30 - year history, CDFIs are the original impact investors, serving as lenders, financial intermediaries and technical advisors in «risky» areas to prepare the ground for mainstream capital.

This is why many financial advisors recommend people take steps, such as diversifying their portfolios and getting out of the stock market, to limit their risk late in the game.

Indeed, the sale of high - commission annuities has been flagged as one of the more egregious ways that financial advisors fail to act in their clients» best interests.

Garrett and other fiduciary financial advisors see the recently issued fiduciary rule passed by the Department of Labor as a major step in the right direction of controlling the costs of advice to investors.

A unique breed of financial advisors is growing in numbers as investors demand access to a broad array of investment and advice options.

Marc Kiner, CPA, is co-creator of the National Social Security Advisors certification program, which provides financial professionals a foundational educational program in major Social Security topics, such as claiming strategies, coordination of spousal benefits and benefit calculations.

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

On Thursday, central bank advisor Sheng Songcheng said at a finance forum in Beijing that he expects China's financial deleveraging to be less forceful next year as it has already achieved obvious results, Reuters reported.

In short, this is the quickest path to bankruptcy, so if you're looking for some extra financial help, exhaust all your resources, as well as possibly talk to a financial advisor.

As Suze Orman, best - selling author, award - winning financial advisor and former CNBC host, writes in a recent blog post, before making a purchase, ask yourself, «Is this a need or a want?»

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.

Riot Blockchain announced Tuesday it raised $ 37 million in gross proceeds from subscription agreements with accredited investors for Riot shares, with Canaccord Genuity as financial advisor.

Financial advisors say investing in your health is as important as investing in the market when it comes to planning for medical costs in retirement.

Many other financial advisors recommend similar approaches to emergency funds, such as investing in bond funds or using a Roth IRA, which allows you to withdraw contributions without tax penalties.

As counterintuitive as it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clientAs counterintuitive as it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clientas it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clients.

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.

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

BofA Merrill Lynch is acting as financial advisor to Loblaw for purposes of this transaction and delivered an opinion to Loblaw's Board of Directors as to the fairness, from a financial point of view, of the consideration to be paid by Loblaw in the transaction.

Members of the local, national and international business community will play an important role in your Haskayne experience, contributing as mentors, advisors, guest speakers and financial supporters.

Prior to joining Halbert Hargrove in 2012, James worked as a financial advisor with Citi Personal Wealth Management as well as Edward Jones Investments.

Helping his clients develop a clear, focused approach to financial prosperity has been all the inspiration Dan Taylor needs in his 13 - year career as a wealth advisor.

Guggenheim Securities, LLC is a broker dealer registered with the United States Securities and Exchange Commission and is acting as financial advisor to Pfizer and no one else in connection with the proposed transaction.

As co-founder at Cerulli Associates in the early»90s, he conducted some of the first research on fee - only financial advisors and the rise of indexing.

The standard advice from financial advisors to 20 - somethings is to invest as much as they can in stocks — regardless of periodic market swings, however wild, like those seen over the past few days — and watch long - term compounding do its magic for the next 40 - plus years.

Brian came to Buckingham Strategic Wealth in 2012 after serving as a financial advisor for Edward Jones.

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.

But sometimes it's hard to see what's exactly what, so the financial advisor will ask you to clarify which mortgage goes with which property if you have multiple properties as was in my case for example.

Rich Best has spent more than 30 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry.

Is Real Estate a Good Investment — Tony's personal financial advisor, Ajay Gupta, talks about the benefits and disadvantages of owning your own home, and investing in real estate as a whole.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

Amherst acted as the exclusive financial advisor to KLO in connection with the transaction.

It's important because it draws attention to the fact that, unlike doctors and lawyers, many financial advisors are not legally obligated to act in their clients» best interests (this concept known as the fiduciary standard).

He served as Controller for an investment advisor within The Hartford that managed $ 50 billion in assets and also served as the Financial Operations Principal for two of The Hartford's largest broker - dealers.

The Tool Kit is designed as a roadmap for Morgan Stanley Financial Advisors to use in empowering individual and institutional clients when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the CatholiFinancial Advisors to use in empowering individual and institutional clients when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the Catholifinancial objectives and guidelines put forward by the Catholic Church.

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.

Due in part to a growing lack of faith in traditional financial advising brought about by this trend, more and more investors are switching to low - cost passive online advisors (often called robo - advisors) who exclusively or almost exclusively invest clients» capital into index - tracking funds, the thought being that if they can not beat the market they may as well join it.

The so - called robo - advisors had an estimated $ 8 billion in assets under management as of July, a 34 percent increase from last year, according to financial research firm CB Insights.

She has been named as a top advisor by Worth and Washingtonian magazines as well as Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014.

If you are looking for a HELOC, sit down with a financial advisor or a trusted bank representative and discuss all aspects of the transaction in as much detail as possible.

Elissa has been named as a top advisor by Worth and Washingtonian magazines and by Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014.