Sentences with phrase «based financial advisers»

Fee - only and fee - based financial advisers - yes, we can act as a TPA (Third Party Money Manager), and manage your clients» money for you, for even less fees than stated above.

The County Legislature's Rules Committee, which approves all contracts on behalf of the full legislature, last Friday added the agreement with Manhattan - based financial advisers KPMG to its agenda — after initially saying it would not call the item.

Financial institutions, commission based financial advisers, and insurance companies are hoping that you don't find out.

• Wealth Enhancement Group, a portfolio company of Lightyear Capital, acquired CPA Retirement Planning, a Jacksonville, Fla. - based financial adviser.

The New Jersey - based financial adviser debuts with «McCall's Call» on IndexUniverse.com, a weekly column that will feature actionable investment ideas using ETFs that are based on current trends in financial markets and the economy.

The Boulder, Colo. - based financial adviser thought it was an odd request from a woman who hadn't tinkered with her portfolio in the years she and her husband had been clients.

Not exact matches

«A lot of my job is ensuring clients don't pay too much for investments,» says David Christianson, a financial adviser at Winnipeg - based private financial services firm Wellington West.

«It's absolutely a big - time, growing field,» says Frank Murtha, a New York - based psychologist and partner in MarketPsych, a consulting firm that offers training to financial advisers and similar professionals.

Prior to joining the team, he was chief strategy officer at TaxACT and before that, CEO and co-founder of Balance Financial, a start - up that provides cloud - based solutions for CPAs, financial advisers and privaFinancial, a start - up that provides cloud - based solutions for CPAs, financial advisers and privafinancial advisers and private banks.

Kenneth Ray Cleveland, 64, a former financial adviser based in suburban Los Angeles, has agreed to plead guilty to defrauding former NFL player Cory Redding out of $ 4.7 million.

He typically chose his investments based on suggestions from his financial advisers.

Our home base where we started in 1999 and where we serve three communities — financial advisers, wealth managers and private investors.

Brokers and advisers at LPL Financial Holdings Inc. will now be able to offer clients securities - based lending through Goldman Sachs, the investment banking giant that was one of the lead underwriters in LPL's November 2010 IPO.

Websites using the same algorithm - based asset management strategies employed by human financial advisers are the hot new thing in investing.

They're creating websites using the same algorithm - based asset management strategies employed by human financial advisers to provide a wide range of fully automated services at a fraction of the cost.

I wrote a blog on how to find a financial adviser and I recommend they start by setting up a conversation with a fee - based adviser who can provide a fresh eye on their circumstances.

Is it costly to switch to a new, perhaps fee - based adviser and get into new financial products?

But it is important to make the time to follow up with a financial adviser and invest the money based on a financial plan.

«This is a call to action, and time for everyone, women and men, to acknowledge that gender - based financial disparities remain a deeply - embedded reality in Canada, and especially in B.C.,» says Sophie Salcito, a Vancity wealth adviser.

Falk, a partner with Illinois - based Focus Consulting Group, reminded the audience of (mostly) financial advisers that the concept of retirement is still relatively young — about 120 years — going back to agrarian societies when bodies gave out earlier than minds do in today's service economy, and life expectancies were far lower.

The adviser can give you the best options based on your financial needs and situation.

One such adviser is Doug Dahmer, founder of Burlington, Ont. - based Emeritus Financial Strategies.

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

Or, you may just want a second opinion based on what another financial adviser is telling you (or selling you!)

Before making an investment decision based on this information you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

«We need to make customers the center of attention,» said Bill Harris, founder and CEO of Personal Capital, the Silicon Valley - based online financial adviser which scored $ 75 million in funding last month.

Fidelity Investments is expanding its factor - based exchange - traded fund (ETF) offerings for individual investors and financial advisers with the introduction of two international factor - based ETFs: Fidelity International High Dividend ETF (FIDI) and Fidelity International Value Factor ETF (FIVA).

Financial Consultants are dually registered with E * TRADE Securities, a registered broker - dealer, and E * TRADE Capital Management, LLC, an investment adviser registered with the SEC, and may offer services that are either one - time commission based or ongoing fee - based advisory services.

Why should I have to pay a financial adviser at American Funds a high front end commission on Class A shares along with other fees (like I did in the previous year based on my advisers recommendation)?

I would go online and find a retirement calculator, or get yourself to a financial adviser to see if that pension is going to be sufficient based on what you want your retirement to look like.

The CFA Society Toronto Financial Journalism Awards recognize the contributions of different Ontario and Canadian based publications and journalists whose work helps consumers and advisers to gain a better understanding of the investment profession.

But those with more complicated situations and little financial expertise should seriously consider working with a financial adviser on an ongoing basis, or check in with a fee - for - service planner who will look at the big picture and make recommendations.

Be aware there's a distinction between fee - based advisers who manage your portfolio and those offering à la carte financial planning.

Perth, Western Australia About Blog We are passionate licensed financial advisers based in Perth, Western Australia who genuinely care about how adequately protected you are from financial worry.We provide personal advice on tailored insurance packages that fit with your lifestyle and meet your budget.

Commissions and volume - based payments for recommending financial products can influence the advice given by financial advisers.

For instance, I get frustrated when I hear financial advisers push the idea that you should base your retirement savings on 70 % of your income.

The alternative used to be to rely on a traditional financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a high fee.

Paul Philip, president of Don Mills, Ont. - based Financial Wealth Builders insists there's plenty of investment information out there but most clients need the «wisdom» of a human financial adviser who has been through all markeFinancial Wealth Builders insists there's plenty of investment information out there but most clients need the «wisdom» of a human financial adviser who has been through all markefinancial adviser who has been through all market cycles.

Stephen Elliott, 37, hired a fee - only planner on an hourly basis after doubting whether his previous financial adviser's incentives were aligned with his own.

We also took a look at robo advisers, which rely on computer algorithms to formulate and manage a portfolio based on your financial situation and goals.

You could save big by moving to a fee - based or fee - only financial adviser, or by managing your money yourself.

Restrictions on what sort of fees financial advisers receive including a ban on commissions and some volume - based payments and restricting percentage - based fees

You'll likely get excellent value from a fee - based adviser who creates a financial plan and who helps you focus on the long - term.

There are many ways to access financial advice, whether you want it on an ad hoc basis or whether you want to develop an ongoing relationship with an adviser.

Our choice of financial advisers have got us into a lot of high MER «rock star» fund managers, and I would like to try to move these into more broad based market ETFs as our backend DSC disappear.

There is a big difference between a commission - based sales rep and a fee - only financial adviser / planner.

This methodology allows advisers and clients to enhance their current qualitative analysis of products, and implement an independent approach to reviewing, assessing and recommending an annuity based on financial and actuarial models, the firm notes.

«Pacific Odyssey is a cost - efficient option for LPL Financial advisers seeking a fee - based product that provides the opportunity for growth, guaranteed income for retirement and legacy protection.»

Nicholas Funds offer six investment strategies that are open to investors on a direct basis, via a brokerage platform or through their financial adviser.

The interest rate on mutual funds will vary, but your financial adviser can give you an estimated percentage rate to enter here based on past performance.