Sentences with phrase «called traditional brokers»

In this issue, we hear from so - called traditional brokers who are unbundling services as a result of client demand («Just what the client ordered»).

Not exact matches

So - called robo - advisors — bare - bones digital services for managing investment portfolios — have been catching on with millennials and eating away at traditional brokers» market share.

This happened as follows: I called my broker and told his associate that I wanted to make a Traditional IRA contribution for my wife.

Unlike a traditional insurance broker, independent agents work with dozens of highly rated companies across the nation, which means they can bring all of the best insurance rates directly to you, without the hassle of calling all of those companies yourself.

In a traditional brokerage, it's rare that the broker gets back to an agent quickly; however, we take pride in answering their calls and emails the same day.