Sentences with phrase «based financial professionals»

These are the transaction - based financial professionals typically employed by broker - dealers and insurance companies.

The market practices chronicled in this white paper show that financial firms and their sales - based financial professionals function as investment advice providers, despite financial lobbyists» legal claims to the contrary.

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

Not exact matches

The bidders had been selected based on their financial capacity as well as their technical and professional competence and their experiences with operating under conditions like the ones in Greenland, the company said.

More and more professionals agree that a better strategy is to explore and fine tune your assumptions before declaring a specific plan with financial projections based only on your dream and passion.

If you are looking for an advisory - based relationship, the first thing to understand about your financial professional's credentials is whether he or she is a fiduciary — and whether he or she is a fiduciary all the time.

«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.

Learn and master financial modeling with a unique project based online course taught by a financial professional who has served...

The board of directors has determined that, based on her professional qualifications and experience described above, Ann Mather is an audit committee financial expert as defined under the rules of the SEC, and that each member of the Audit Committee is able to read and understand fundamental financial statements as required by the Listing Rules of NASDAQ.

Dolan Co., which owns The Daily Record, plans to file for bankruptcy - law protection next week, the Minneapolis - based company announced Thursday.Dolan, a professional services and business information firm, showed signs of mounting financial distress in...

The state's employment base was eroded by 4,800 job loses in the professional and business services sector, 900 jobs lost in leisure and hospitality and 700 jobs lost in financial services.

We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovation, and the strength of our execution capabilities.

If you're looking for broad - based advice about various aspects of your financial life, hire a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional.

Or, the information isn't coming from a trusted financial professional who actually deals with REAL people and their finances on a day - to - day basis.

He will assist GSE in helping to provide insight to clients and Financial Advisors based on his first - hand experience with the financial opportunities and challenges encountered by professional Financial Advisors based on his first - hand experience with the financial opportunities and challenges encountered by professional financial opportunities and challenges encountered by professional athletes.

A substantial part of the increase appears to come from advisors at insurance firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 520 advisors and financial professionals.

First, «commission - based compensation will survive, and financial professionals will continue to serve middle - income investors using all types of existing compensation models and other innovative methods,» the Coalition states.

In its 22 - page brief, the Coalition argues that plaintiffs» claim that DOL's fiduciary rule «will force financial professionals exclusively to use fee - based compensation models that will close off middle - income investors from obtaining professional financial guidance» is «doubly wrong.»

While «financial advisor» appears to be the title most commonly used by sales - based professionals, other firms have adopted variations that create a similar impression, states the report.

There were also startups that focus on improving financial management for professionals such as Paper, a mobile invoicing and payment solutions for freelancers, as well as mobile card - based payments solution Cashlez.

The Manhattan - based association of lawyers, accountants and financial professionals in the virtual - currency economy, the Digital Currency Council provides training, certification and a client - referral platform to its membership, and helps those members get connected to new opportunities in the virtual - currency marketplace.

The Manhattan - based association of lawyers, accountants and financial professionals in the virtual - currency economy, the Digital Currency Council provides training, certification and a client - referral platform to its membership, and helps those members get connected to... Read more»

You should not make any financial investment or trading decision, based on any of the information presented without first undertaking independent, due diligence, and consultation with a professional broker, or competent financial advisor.

One creative approach from financial professionals is to deep - six the 401 (k) «capping» model and replace it with a contribution model based on the retirement saver's income and needs.

I have been a fulltime professional speculator since 1998 and the owner of a subscription - based web site about the financial markets since 2000.

Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich.

By guiding, informing, and coordinating alternative options for parents, educators, health and human service professionals, faith - based counselors, legislators, and the public at - large, CRC is able to help reduce divorce and strengthen families through custody reform; parental mediation and training; conciliation and access; parental financial and educational support systems; legislative revision and court briefs.

The ICLAS sponsorship training programs offer traineeship to most appropriate candidates on the basis of their application, to build traineeship programs with professionals and to find long term sponsors so that these actions remain overtime and help as many people as possible to get the training that they are unable to get without the technical / scientific and financial help from ICLAS.

Work with your financial professional, who can help you understand these strategies further and make sure you're making the best decisions based on your current financial situation and financial goals.

«They know that the notion of getting established in life is being lost, that nothing is gained at the professional level, and that therefore it is better to base relationships on the human qualities of their partner, rather than on his or her financial stability,» said Sabrina Philippe, a psychologist and consultant at eDarling.

San Diego, CA About Blog Workable Wealth's blog is all about helping Millennials make sense of the complicated world of finance and financial planning.Fee - only financial advisor based in San Diego working locally and virtually across the country helping young families, professional and entrepreneurial women, and military families.

Boasting of a membership base of over 13 million users, it is the best dating site for busy professionals to meet like - minded professional singles that are equal in financial status, education level and life experience.

At the heart of their recommendations, compiled in two separate policy papers, are the following strategies: empowering principals and educators with more autonomy over staffing; leadership and coaching opportunities for excellent teachers; student - focused professional development designed at the school site; direct investment in community engagement; and financial incentives to attract and keep teachers making progress with their students (based on a multi-measured evaluation system) in hard - to - staff schools.

Interventions in «low - performing» schools should include coherent strategies that include understanding each school's unique context, strengths, and needs; ongoing professional development for staff; research - based practices; parent, student, and community involvement; and the necessary financial resources to support school transformations from low - performing to high - performing.

New competency - based professional development program enables educators to earn a micro-credential in Financial Education instruction.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

PALO ALTO, Calif., April 26, 2018 — With Financial Literacy month underway, BloomBoard, the leading platform for competency - based professional learning, and EVERFI, the nation's software leader in critical skills learning, announced strong momentum of its jointly launched Teacher Certification Program on Financial Education.

Named in honor of one of the industry's biggest proponents of education, long - time DATIA Board Member, lifelong educator, and long - time DATIA instructor; the Diana Bauske Educational Scholarship Fund fuels the growth and advancement of DATIA members by expanding opportunities for professional development through scholarships based on financial need.

Our finance center is staffed with as team of professionals who evaluate everyone on a case - by - case basis to determine the best financial solution that fits their needs and their budget, be it an auto loan or lease.

Granted, sometimes these are financial decisions, since a professional custom cover design starts at $ 299 (compare that to $ 900 and higher at other self publishing firms); but other times the decision doesn't seem to be based upon anything other than a skewed reality of what comprises good cover design.

You should discuss which share class is right for you with your financial professional based on the available options.

Its customer base includes professional traders, financial institutions, institutional & individual investors, corporations, manufacturers, producers & governments.

Many economists, professional investors, and members of the financial media are calling for a market correction based on where we are in the business cycle.

John DeGoey, portfolio manager with Toronto - based Industrial Alliance Securities Inc. and author of The Professional Financial Advisor, uses a tweak he calls the «Rule of 16.»

Thus, the decision as whether to buy a bond or a bond fund should be based not only on your goals, but also on the size of your portfolio, your personal preference about how involved you want to be with your portfolio and whether you want to work with a financial professional who is skilled in building and managing a bond portfolio.

As soon as any financial news is disseminated, thousands of very intelligent, professional investors and traders know about it, and have the opportunity to instantly buy or sell stocks or other investments based on their analysis of the news.

One possible way to save: Bundle renters insurance with your auto insurance, says Katie Brewer, a Texas - based Certified Financial Planner professional who specializes in working with Generation Y clients.

Professional Judgment (PJ) For need - based federal aid programs, the financial aid administrator can adjust the EFC, adjust the COA, or change the dependency status (with documentation) when extenuating circumstances exist.

The book is based on 34 years of interviews by tennis - player - turned - professional - speaker Steve Siebold with self - made millionaires and how they raise and educate their kids for financial success and everything that surrounds them.

To the extent possible, I want to base this on the valuations of professionals rather than my own judgement, since I don't know the company's financial details, and I'm not an experienced investor anyway.