Sentences with phrase «buying client assets»

You're really buying client assets — unless you really screw it up, these usually prove pretty «sticky `.

Not exact matches

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

Strategic Advisers, Inc. (Strategic Advisers), applies tax - sensitive investment management techniques in FPP and PTS (including «tax - loss harvesting») on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

Fidelity ® Personalized Portfolios apply tax - sensitive investment management techniques (including tax - loss harvesting) on a limited basis, at their discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

In addition to using Kraken for leveraged margin trading and exchange between 11 digital assets and 5 national currencies worldwide, the acquisition means that clients will soon be able to experience direct one - click buying and selling of bitcoin and other digital assets via convenient payments like ACH transfers.

Mergers & Acquisitions: Berkery Noyes represents clients in buy - side and sell - side transactions to support growth, realign asset portfolios, rationalize operations, and bolster their competitive position.

The Hard Assets Alliance stands out from most dealers in that we do not buy the metal back from our clients, which would put their metal value at the mercy of the dealer.

John W. Homer, president of Oxford Financial Group, suggests that older clients with liquid assets and a desire to reduce estate taxes may want to consider buying a guaranteed income annuity partnered up with a life insurance policy...

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

We have assisted our clients with a variety of business needs, including business formation, business reorganization, asset protection, filing for copyrights and trademarks, selling or buying of a business, contract and lease negotiations, and franchise evaluations.

For example, if an advisor wants to position a client in emerging markets asset classes, they can buy individual emerging market asset classes (large, small or value) through an individual fund that includes all three asset classes, or buy emerging market funds that represent any one of the three classes.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Net new assets bought by new and existing clients jumped 142 percent from the second quarter a year ago to $ 64.5 billion.

Citi's Fixed Income Indices have approximately 300 clients globally, including 200 buy - side fixed income asset managers and asset owners.

In the end, most advisers continue to do what's in their clients» best interest; they create a long - term asset allocation, buy low - cost index fund, and then stay the course!

So the real shift is that the client buys the investment «product» from the advisor and the advisor's firm, not from the mutual fund company or other asset managers.

Many of the funds we buy for your account will be purchased without a transaction fee (NTF) through the brokerage platform and fund supermarket that holds client assets.

A longer deferral period will allow a client to buy a larger annuity payment because (1) assets have more time to grow; (2) there will be fewer years of distribution; and (3) more mortality credits are available.

Step 11) Then use the directions for investing consumers above (or continue reading below), to buy and sell in the clients» account to match the Asset Allocation Model as closely as possible.

Reciprocally, if the manager's performance in recent years has been disappointing, and the manager now holds assets with record - low valuations, this manager is a buy — unless the manager has responded to client or investment committee pressure and has abandoned the newly cheap assets, or the manager has been fired and replaced, with a new manager, less likely to stay the course with the newly cheap assets.

Understanding the treatment of real estate issues in bankruptcy and the unique aspects of buying assets out of bankruptcy can be invaluable in counseling clients and developing strategies.»

John Morrier works with troubled companies and their owners in business restructuring matters, both court - supervised and out of court, and advises clients in buying and selling assets in distress situations.

The country's banks did not require bailing out; the Canadian dollar is trading at record levels, and the country's pension funds — such as Stikeman Elliott client the Ontario Teachers» Pension Plan — are aggressively buying assets abroad.

The law firm acts regularly for clients buying and selling real estate and business assets throughout Ontario and represents a diverse range of corporations in Canada and beyond.

Our clients and their owners and managers create value, licence technologies, invent products, hire and fire employees, negotiate and sign contracts, buy and sell assets, pay taxes, and deal with a myriad of business issues each and every day.

Jennifer assists corporate clients with business matters such as incorporations, reorganizations, financings, buying and selling businesses by way of share or asset transfers, and drafting and reviewing contracts.

This publication highlights key developments that will be of interest to and affect our asset management clients, including market trends and developments in tax and buy - side regulation globally..

Her recent experience includes: advising on a pension scheme merger project that created a pension scheme with an asset base in excess of # 1bn; acting on a material buy - out project with multiple insurance companies for a PLC; and leading on a pension scheme closure for a University client.

It is better to buy and protect the assets such as car, house, motorboat, bike (motorcycle) from same insurance company because clients get very good discounts.

Life insurance is known to be a «sticky» asset, meaning that once they buy a policy clients tend to hang on to it ---- and the advisor they purchased it from ---- for the long term.

It lets clients buy, manage, optimize, and view analytics about campaigns pay via US credit card rather than credit line, spend as little as they want with no minimum, buy via auction with prices set by the market, utilize all of Snapchat's ad formats and targeting capabilities, manage ad creative assets within the tool, and have ads reviewed by Snap for quality before they appear.

BTCpaymarket is an online counterparty client offering users the opportunity to sell and buy assets on the decentralized exchange with BTC.

The broker then uses this real share as the basis for creating a crypto asset which can be bought by clients of the broker via NEM's blockchain ledger system and its XEM cryptocurrency (one of the top ten cryptocurrencies — in future, it will be possible to use other cryptocurrencies and the exchange will also allow trading between cryptocurrencies).

The company has launched an all - in - one mobile phone application that enables clients to buy, sell and manage their bitcoin assets.

Joining over 1,200 instruments, including Apple, Microsoft, SNAP and Facebook on the platform, clients will be able to buy the actual underlying asset of Bitcoin, Ethereum, Ethereum Classic, Litecoin, and Ripple.

For example, Swiss private bank Falcon Bank has recently launched a new blockchain asset management service that allows its high - net worth clients to buy and sell bitcoin with their cash deposited at the bank.

cBay, short for Coin Bay, enables clients to buy merchandise through their Blockchain assets, eliminates intermediaries, and provides more favourable exchange rates.

Falcon Bank has recently launched a new blockchain asset management service that allows its high - net worth clients to buy and sell bitcoin

Moreover, Fundstrat has recommended that clients buy into Bitcoin's recent dip, citing the flagship cryptocurrency's long - term fundamentals and potential to replace gold as a store of value among millennials and other younger investors that are far more comfortable with the concept of digital assets than their elders.

An Asset Manager buys, trades, develops, and sells real estate properties on behalf of his or her clients, properties that have been purchased as investment properties as opposed to homes or commercial properties.

Jim — Buying and flipping real estate is completely different than being a skilled and experienced Realtor assisting their clients not only buy and sell their largest asset but avoid the pitfalls and mine fields so prevalent in today's litigious world.

«We want to buy from banks because they've been our clients for a long time and we understand them and they are looking to dispose of assets right now,» says Norman Radow, founder and CEO of the firm.

My presence in the deal is totally as a consultant / facilitator — someone who has a critical eye and the knowledge that protects my clients biggest assets when buying or selling.

Become an expert on the things that are going to affect the value of the asset you're helping your clients buy and sell.»

«Whether for constraints of space or to buy new pieces of property, Doyle can show clients how to diversify their assets and portfolio by investing in jewelry and fine art.

What I can say is that I have helped many clients utilize real estate financing to buy more volume and better quality assets throughout my career.