Sentences with phrase «by financial consultants»

My husband and I have investments in various mutual funds that are managed by a financial consultant.

The new Federal Commercial Companies Law of 2015 stipulates that any entity desirous of acquiring shares in a Public Joint Stock Company in the UAE, which offered its shares for public subscription, shall comply with the Securities and Commodities Authority's (SCA) rules and procedures for acquisition, which require the shares to be assessed by a financial consultant and valued by a government appointed committee.

Not exact matches

But in a new survey of 250 business owners by Bank of America's Merrill Lynch division, only 39 % said they used an expert — like a management consultant, financial adviser or commercial banker — to develop a succession plan.

After the financial crisis of 2008, the Dodd - Frank Act ensured that compensation consultants were hired by the board's compensation committee and not hired by or unduly influenced by the CEO or other management.

«The Social Security decision is driven in many, many ways by life expectancy,» said David Freitag, a financial planning consultant and Social Security expert at MassMutual.

There must be a zillion social media management businesses and consultants out there by now, and I'll bet a bunch of them used to be financial advisors.

In 2015, Uber passengers were paying only 41 % of the actual cost of their trips, according to an analysis by transportation industry consultant Hubert Horan, based on financial statements from Uber.

Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer, and more effective.

Expertly written by Certified Product Marketing Consultant Matthew Yubas, Product Idea to Product Success: A Complete Step - by - Step Guide to Making Money from Your Idea is a handy financial and business guide to determining if an idea is commercially marketable; protecting rights; getting a competitive advantage; finding investors; making prototypes; establishing pricing strategies, and more.

«Canadian banks have made significant commitments to technological investments by digitizing their services and channels in recent years,» said Bob Neuhaus, Financial Services Consultant at J.D. Power.

If one's counterargument to this fact is that this particular task is the job of a portfolio manager, then (1) why assign such misleading titles like «financial consultant / adviser» to their employees when salesman is a more appropriate title; and (2) why does nearly every portfolio manager employed by commercial investment firms stick to low - utility diversification strategies that consistently underperform non-managed, passive index funds year after year?

In fact, over a decade ago, I was told by my peers of the exact same scam, described by neuro - linguistic programming expert Derren Brown of a fool - proof system that could predict the winner of every horse race around the world, used by Wall Street financial consultants on unsuspecting prospects to successfully gather millions of dollars of AUM.

Stéphane Derenoncourt, the French consultant oenologist and rival to Michel Rolland, was recently drafted in by the ex-chairman of the vast CITIC group to develop vineyards in Manasi county west of Urumqi, according to Financial Times.

Philip McKenna, financial consultant for Orland Park, told the village «s Planning and Economic Development Committee on Monday that creating a service area would enable the village to set up a funding mechanism by issuing bonds so all water and sewer work could be completed at one time.

The letter accepting the presidency's directive to SSNIT to be part of the project was written on August 19, 2016 by Albert W.S. Essamuah, Managing Director of Albert Essamuah Associates Limited, who are the Supervising Consultants of the project; and said they were appointed by the government through the Ministry of Transport under former Minister, Dzifa Attivor and Anator Holding, proponents, to establish the Master Plan Implementation Office which comprises the legal technical and financial structure to organize, follow and monitor the realization of the preliminary and implementation phases of the SEZ project.

According to state financial disclosures, Percoco made as much as $ 125,000 by becoming a consultant for COR Development and CHA Consulting, two firms involved in Buffalo Billion and Nano.

BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services As market volatility picks up, a steady hand is needed.

His uncle, Kenneth Moelis, is a financial consultant whose firm, Moelis & Co., was hired by the administration last year as an adviser on gambling matters.

Rattner agreed this week to pay $ 6 million and be barred from the financial industry for two years to resolve allegations made by the Securities and Exchange Commission that he bribed a political consultant to win business from New York's pension fund for his former investment firm, the sources said.

But by 1994, he suddenly and mysteriously disappeared from the political scene — before reinventing himself as a financial consultant who used his political connections to secure lucrative government deals for clients.

BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services Most of us are smart enough to know that retirement will be expensive, and that the more we save and invest today, the better our chances are to live a comfortable retirement.

BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services If you're anything like me, you've uttered the phrase «If only I had bought....

Media Consultant Tompolo, Paul Bebenimibo, in a statement, said: «The attention of my client, High Chief Government Ekpemupolo, alias Tompolo, has been drawn to an online publication by faceless person or persons that militants have vowed to attack more oil facilities over Tompolo if Federal Government of Nigeria refused to drop the criminal charges against him by the Economic and Financial Crimes Commission, EFCC.

The business infrastructure is also in place, with companies well supported by attorneys and management consultants, the best venture - capital market in Europe, and a strong partnership among the government, industry, and the financial community.

Furthermore, teachers and support staff visiting stand D134 can sign - up for a free school seminar covering key features, benefits and options of the Teachers» Pension Scheme (TPS) and Local Government Pension Scheme (LGPS), which will be presented by one of Wesleyan's knowledgeable financial consultants.

The report released today by the Senate Health, Education, Labor, and Pensions Committee includes financial statements of that consultant, Edward J. Kame'enui, and his counterparts at the U.S. Department of Education's regional technical - assistance centers, as well as the details of some contracts between the consultants and commercial publishers.

The example in favor of this solution is financial institutions, such as banks, insurance companies, and brokers, which are often obliged by law to check skills and knowledge of their salesforce and customer care consultants.

Due to new regulations that hadn't yet been fully defined by the government, a financial services company was tasked with updating a large library of policies and procedures, as well as a new - hire curriculum for its financial services consultants.

We encourage all Miami, Miami Lakes, Pembroke Pines and Kendall, FL area drivers to take advantage of the expertise and resources right outside their front door by consulting the professional financial consultants here at Spitzer Chrysler Dodge Jeep Ram Homestead.

Properly organized work in proper phases to be completed by consultants supports efficiency and in turn financial savings.

Schwab also has a large network of branches, where you can attend complimentary workshops and meet with financial consultants by appointment.

Learn more about building retirement income with tax - deferred annuities by signing up for a no - obligation retirement review with a Financial Consultant at Webster Investments.

«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.

Personal education and service provided by your financial professional and Education Consultants

Santander Investment Services A Santander Investment Services Financial Consultant will provide you with personalized strategies to help you make decisions to meet both short - and long - term goals by creating an investment strategy tailored to your needs and risk tolerance.

The suits filed recently by the FTC against Financial Freedom of America, Debt Professionals of America, and Debt Consultants of America surround a common thread and common practices of many debt relief providers.

Is recommended by many financial consultants and debt counselors to take your credit cards out of your wallet in place them in a location your sure to remember but is inconvenient to get to.

Our credit repair consultants will contact you directly by phone or email and work hand in hand with you in achieving your financial goals.

Trevor has completed the Certified Investment Management Analyst (CIMA ®) designation, offered by the Investment Management Consultants Association, and has successfully completed level one of the Chartered Financial Analyst designation.

Learn how you can take full advantage of your Social Security benefits by signing up for a no - obligation financial review with a Financial Consultant at Webster Invfinancial review with a Financial Consultant at Webster InvFinancial Consultant at Webster Investments.

This step is called a pre-qualification and can be obtained by providing your Univest home loan consultant with financial information related to your income, assets, and credit scores / debts.

Therefore, this value and intelligent investor retreat is enjoyed by independent minded investment professionals from around the world representing private investors, certified financial analysts, high net worth individuals, hedge fund managers, family offices, registered investment advisors, stock brokers, financial consultants, security analysts, pension fund consultants, public pension funds, independent trust companies, endowments, foundations, and mutual fund managers.

By Paul Kotnour, Chartered Life Underwriter & Chartered Financial Consultant Like other business owners, framers often concentrate on making a profit and give less attention to the more mundane details of accounting, legal matters and insurance.

This review was conducted by everyone on the Board of Trustees with the assistance of the Huron Group, The Cooper Union's financial consultants.

Whitehead's brief address was followed by words from Anthony Price, head of the Electricity Storage Network, Ben Wilson, director of strategy and chief financial officer at UK Power Networks, Rachel Ruffle, development director of renewable energy firm RES» UK and Ireland division and Mike Wilks, director at Poyry Management Consultants.

In particular, companies may wish to consider whether their disclosure takes appropriate account of internal analyses or projections, as well as analyses or projections prepared by consultants, that may have been prepared regarding the potential financial impact of these matters.

Looks like at least a decade, given the allegations filed March 31 by four financial consultants — all women — against Smith Barney, the retail brokerage arm of Citigroup (America's largest financial institution).

This already competitive arena is further crowded by banks, accountants, financial consultants, insurance agents, and brokerage houses, all of which are now providing services that once were exclusively offered by law firms.

The ability to help the parties is enhanced by the establishment of cooperative relationships between lawyers, mental health professionals, financial professionals, and child consultants.

Our in - house forensic financial team, headed by former McKinsey consultant Dr Stephen Bence, combines legal knowledge with commercial understanding.