Sentences with phrase «based financial research firm»

2 DALBAR is an independent, Boston - based financial research firm which is not affiliated with Commonwealth Financial Network.

DALBAR study: DALBAR is an independent, Boston - based financial research firm.

says Mike Moebs, founder and CEO of Lake Forest, Illinois - based financial research firm Moebs Services.

Not exact matches

Ryan Schoen, senior financial services policy analyst at research firm Washington Analysis, said he thought six months ago that a bitcoin futures - based ETF would likely launch in the first quarter of 2018.

Its rankings are based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by investment research firm Sustainalytics.

A former financial analyst at BNP Paribas, in 2002, Louis launched Gavekal Research, a leading research firm based in Hong Kong that focuses on developing original investible ideas based on globalResearch, a leading research firm based in Hong Kong that focuses on developing original investible ideas based on globalresearch firm based in Hong Kong that focuses on developing original investible ideas based on global trends.

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.

Research firm, Hearts & Wallets, conducted its Wants & Pricing: What Investors Buy & Competitive Ratings study, which ranked 24 financial firms based on more than 10 different attributes that investors deemed most important, found that Edward Jones outperformed across nearly all attributes, including the top three: «fees clear and understandable»; «unbiased, puts my interests first»; and, «explains things in understandable terms.»

Jeffrey Thompson has spent the last 20 years in various research and sales - related positions at San Francisco Bay Area - based financial services firms, including completing Franklin Templeton's 2 - year management trainee program; conducting private equity analysis while working for Willamette Management Associates; and public equity analysis in the research department at JPMorgan (previously Chase H&Q).

«Some of the banks serve small clients incredibly well by helping them set up automatic withdrawals from their paycheque, getting them into good mutual funds, and getting them started on accumulating some wealth,» says Tessa Wilmott, a financial services consultant with Market Logics Inc., a Toronto - based market research and consulting firm.

Newfound Research LLC is a Boston - based financial technology and product innovation firm focused on tactical risk management.

This financial calculator covers most of the bases when you want to estimate how much you may be able to sell your financial advisory practice for today - without having to either do massive amounts of research, or hire an expensive firm that specializes in this market.

Mystic, CT About Blog Lansdowne Wealth Management, LLC («LWM») is an independent wealth management firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research.

By indexing key external content enterprise search, this means internal law firm information — from the DMS, knowhow, CRM and financial systems — and external data such as legal research and exemplar forms are now co-mingled and displayed based on relevancy.

The research, based on the most recent accounts filed with Companies House (which cover the 2014 - 15 financial year rather than the 2015 - 16 figures still being announced by some firms), ranks the 47 firms within the UK top 50 that are registered as LLPs, on a host of metrics.

Professor Carolyn Evans, Dean of the Melbourne Law School, wrote the foreword for the State of the Legal Market — 2015 white paper (available from Melbourne Law School or simple write to me), which is based on research by Thomson Reuters Peer Monitor of financial information from 23 major Australian law firms for the financial year to 30 June 2015.

Based Miami, FL - USA Search Firm Filcro Media Staffing OIC Reporting to Senior Vice President Marketing Client Global provider of institutional and retail financial services research and information Search Executive Producer - Cross-Platform

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management 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 Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optFinancial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management 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 Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management 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 Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial health of the company, in both a regular and ad - hoc manner, to company management 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 Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization

Mystic, CT About Blog Lansdowne Wealth Management, LLC («LWM») is an independent wealth management firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research.

To help industry members figure out which companies might be over-exposed to the bookseller, SNL Financial, a Charlottesville, Va. - based research firm, has released a list of REITs with a heavy concentration of Barnes & Nobles in their portfolios.

«It looks like everyone was relatively in line with their projected estimates,» said Jason Lail, senior research analyst with Charlottesville, Va. - based research firm SNL Financial LC.

Commercial real estate investment sales topped $ 355 billion last year, a 19 percent hike over 2012 and the highest dollar volume since the financial crash in 2008, according to New York - based research firm Real...

REIT executives have been trying to counteract this trend with shorter lease terms, according to Jason Lail, senior real estate analyst with SNL Financial, a Charlottesville, Va. - based research firm.

«The market is still a little bearish right now, but it presents a good opportunity [for stock buybacks and property acquisitions],» says Niti Nguansiri, manager of real estate research with SNL Financial, a Charlottesville, Va. - based research firm.

«We saw some disastrous effects this year because of the underwriting issues on the residential mortgage side,» says Kris Niswander, associate director for financial institutions with SNL Financial LLC, a Charlottesville, Va. - based market reseafinancial institutions with SNL Financial LLC, a Charlottesville, Va. - based market reseaFinancial LLC, a Charlottesville, Va. - based market research firm.

In the third quarter of the year, the top four sector REITs, including Public Storage, Extra Space Storage, CubeSmart and Sovran Self Storage, were trading at 22.1 times stock price to FFO, the highest price - to - FFO multiple in the REIT universe, according to SNL Financial, a Charlottesville, Va. - based research firm.

But buying Ramco would also force Equity One to take on $ 670 million in additional debt and possibly eat into its cash reserves, which at the end of last year totaled just $ 5.4 million, says Jason Lail, senior real estate analyst with SNL Financial LC, a Charlottesville, Va. - based research firm.

Retailers who are successful at integrating e-commerce and brick - and - mortar operations made a large initial capital investment and have never stopped investing, says Jan Kniffen, CEO of J. Rogers Kniffen Worldwide Enterprises, a New York City - based equity research and financial management consulting firm specializing in retail.

«They need to maintain good cash flow, because they are about to take on a lot of debt,» says Jan Kniffen, CEO of J. Rogers Kniffen Worldwide Enterprises, a New York City - based equity research and financial management consulting firm specializing in retail, who thinks the parties could end up agreeing on $ 55 per share.

«I was surprised that they are keeping as many stores as they are, trying to emerge from bankruptcy,» says Jan Kniffen, CEO of J. Rogers Kniffen Worldwide Enterprises, a New York City - based equity research and financial management consulting firm specializing in retail.

A recent report from SNL Financial, a Charlottesville, Va. - based research firm...

«The consensus is that the market is still a little bearish, but as long as business performance indexes will be stable, we hope to see a little bit of an [improvement] in the third and fourth quarters,» says Niti Nguansiri, manager of real estate research with SNL Financial, a Charlottesville, Va. - based research firm.

For example, Centro holds dozens of properties in Florida, Georgia and Ohio with average occupancies in the low and mid-80s, according to Keven Lindemann, director with the real estate group at SNL Financial LC, a Charlottesville, Va. - based research firm.