Sentences with phrase «calling on advisors»
Toronto - based First Asset Capital Corp. is calling on advisors to help design its next exchange - traded fund (ETF) through «The Search for Canada's Next Top ETF» challenge.
https://www.investmentexecutive.com/ Not exact matches
Your advisor should not only answer your question when you call, he or she should also proactively educate you on each strategy's objective and holdings prior to investing your assets.
On a morning when President Donald Trump suggested the cancellation of NBC's broadcasting license because of stories he deemed «fake,» presidential advisor Kellyanne Conway called for «a full and free press» and said she doesn't use the term «fake news.»
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.
At about 50 cents a pop, the aforementioned VIX call options expiring in 13 days have only been this cheap on a couple of occasions since the start of 2011, and not in three years, according to data compiled by Macro Risk Advisors.
Today, this notion of a non-authority board of advisors forms what the company calls a Braintrust, providing help on projects.
Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.
In fact, Investor Junkie's favorite robo advisor, Wealthfront, published a white paper outlining its use of MPT, calling it «the best framework on which to build a compelling investment management service.»
Called FidelityConnect, it provides advisors with a complete book - of - business snapshot of all their defined contribution plans administered by Fidelity, and improves on plan - level analytics, the firm said in its announcement.
Advisors should set proactive reminders in their CRM system to maintain a steady stream of touchpoints for each millennial client and keep notes on preferred communication methods such as text, e-mail or phone calls.
Ken Bentsen, president and CEO of SIFMA, noted on the call that while all of the trade groups represent members nationwide, about 27,000 advisors in Texas are registered with the Financial Industry Regulatory Authority and that Texas ranks third in the U.S. in terms of the number of advisors and fourth in the number of broker - dealers, which «underscores the fact that this is a Main Street issue.»
David Kotok, Chairman and CIO, Cumberland Advisors joins BNN to give us his thoughts on the U.S. election and also gives us an update on his calls from earlier on in the year.
David Hogg called out big asset managers on Twitter, Daniel Glick was sentenced to 12 years in prison and Dennis Zank is going from Raymond James COO to an advisor.
Brian Graff, CEO of the American Society of Pension Professionals and Actuaries, stated that the White House on Monday «launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»
The National Association of Plan Advisors charged that the «White House launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plansAdvisors charged that the «White House launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plansadvisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»
«Today, I'm calling on the Department of Labor to update the rules that advisors» use for retirement advice, so that advisors «put the best interest of their clients above their own,» Obama said in comments at AARP's Washington headquarters.
«As traditional full - service financial advisor businesses set their sights on the high - net - worth investor, many firms are deploying centralized advisor call centers»
For example, advisors who work on commission are now required to provide their clients with a disclosure agreement called a Best Interest Contract Exemption.
Vestwell and Riskalyze have announced a new joint offering called Riskalyze Retirement Solutions, allowing advisors to access a new version of Vestwell's retirement planning portal on the Riskalyze platform.
Russell Lamberti: Yeah my website, ETM macro advisors website is www.etmmacro.com and I am starting a new newsletter called the macro outsider, and you can sign up for it for free on www.etmmacro.com and you'll get a free essay called «The real currency war» which is subtitled «monopoly money vs real money» and essentially there I just go into a lot of what we've spoken about today in terms of chronic malinvestment, the weakness of fiat currency reserve systems, and then ultimately where I think the real currency war is, which is in centralized vs. decentralized money, and I talk a little bit about cryptocurrencies there as well, so that's www.etmmacro.com you can sign up for that free newsletter.
Call for participation In cooperation with our partner in research Japan Macro Advisors, we are holding a conference call on «The End of Kurodanomics» on SeptembeCall for participation In cooperation with our partner in research Japan Macro Advisors, we are holding a conference call on «The End of Kurodanomics» on Septembecall on «The End of Kurodanomics» on September 8.
In March 2014, President Obama presented his 2015 budget proposal — which in its small print targeted what an article in Investment News called «one of the best retirement income planning tools on advisors» shelves: Social Security claiming strategies.»
To do this, it would be really helpful if you could call one of our friendly Customer Services Advisors on 015394 88100 first, as there are occasions when it may not be necessary for you to be inconvenienced by sending a product back to us.
«He's got to focus entirely on football and that is where his advisors and so - called friends have a key role.
Over 27,000 people called on the Department for Transport to introduce the rule by signing a petition, which was handed into parliament by Boardman, British Cycling's policy advisor.
If you have any questions, you can call us on our Freephone careline 1800 570570 and our team of advisors will happily answer any questions you may have.
In a March 11, 2015 «Well» blog New York Times health reporter, Gretchen Reynolds, reported on a new study by NYU researchers, including Laura Balcer, a member of MomsTEAM Institute's Board of Advisors, about the use of a simple, rapid, and inexpensive visual test called King - Devick as a sideline screen to help identify athletes as young as five wit
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Our national advisors not only create and maintain the tools available in our program, but are themselves resources for you to call upon to get personal direction when getting started or trying to overcome a unique challenge on the way to school health.
Health professional bodies, mother support groups, the UN, Trading Standards and even the government's own advisors have called repeatedly for politicians to introduce an outright ban on formula promotion as in many other countries, but have been ignored.
If you aren't comfortable with making your baby learn to put herself to sleep «cold turkey,» you can try substituting what Harvey Karp, MD, author of The Happiest Baby on the Block (Bantam) and an American Baby advisor, calls a new sleep association.
Top Hillary Clinton advisor Joel Benenson repeatedly dodged questions regarding Bernie Sanders» call for scheduling a debate just ahead of the New York primary April 19th, saying it all depends on the Vermont senator's «tone» and whether he continues to run a «negative» campaign.
«I didn't see any of the Senate Republicans coming out and calling for his resignation,» said Astorino advisor Bill O'Reilly on State Of Politics Live.
Republican candidate for governor Rob Astorino in a radio interview Wednesday said his top campaign advisor shouldn't have called Senate GOP Leader Dean Skelos as a «prison punk» on Twitter.
Philippe Reines, an ex-Hillary Clinton advisor, called Gillibrand a «hypocrite» on Twitter.
In a move that could cause extreme discomfort for ministers, Labour will use a so - called humble address motion on Wednesday to ask for all papers, correspondence and advice on Windrush between ministers, senior officials and advisors from May 2010 until now.
At the 41st annual AAAS Forum on Science and Technology Policy, the top U.S. science advisor called on scientists and engineers to communicate the relationship between scientific progress, human well - being, and economic growth
A andmark 2009 report from the National Academy of Sciences and a 2016 report from the President's Council of Advisors on Science and Technology both called for research that would bring about this transformation.
The nonprofit Science Coalition called the bill's passage «vital» and Obama's science advisor, John Holdren, called it «a major milestone» in one of two blog entries from White House aides on the bill.
This could go a long way toward meeting national calls like the one from the President's Council of Advisors on Science and Technology saying the U.S. needs a million more STEM majors in the future, Freeman said.
On the same day in Vienna, Austria, Pan's former doctoral advisor Anton Zeilinger received a video call from his colleagues in China.
Avi Loeb, chair of Harvard's astronomy department and an advisor for Breakthrough Starshot, an effort to send an interstellar probe to the Alpha Centauri system (which includes Proxima Centauri), called the study's results «encouraging» but agreed that the results are «predicated on an atmosphere being present which remains to be seen.»
Dr. Artemis is the coauthor and technical advisor on the book called The Anti-Inflammation Diet for Dummies for the popular «for dummies» series.
Work might include planning events for the next quarter, a call with my designer who is based in Philly to discuss upcoming projects, a brainstorm session for a new digital video series we're working on, or meetings with advisors and consultants who are involved in Salt House's expansion.
Secretary of State John Kerry made a conciliatory call to India's national security advisor on Wednesday and «expressed his regret» over the incident, but the Justice Department appears to be taking a harder line, vowing to «uphold the rule of the law.»
Lone Worker Solutions Protecting support staff whose roles take them off school premises is also a growing concern for the education sector, especially since Charlie Taylor, the Government's expert advisor on behaviour, called for a crackdown on primary school absence in April this year.
When companies that sell instructional software used to come calling on Reid Lyon, expert on reading instruction and former advisor to President Bush, he played a little game.
«The Governor has said he has concerns and wants to look into the implementation of this law and others to ensure what's best for kids and educators,» said Eric Guckian, the Governor's senior education advisor in a call with NC Policy Watch on Wednesday.
And an even more recent FOI request about a meeting that took place between Commissioner Pryor, former Malloy advisor Roy Occhiogrosso and a corporate education reform lobbying group called the Connecticut Council on Education Reform remains unanswered.
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