Sentences with phrase «client financial concerns»

Not exact matches

Topics included: early reporting on inaccuracies in the articles of The New York Times's Judith Miller that built support for the invasion of Iraq; the media campaign to destroy UN chief Kofi Annan and undermine confidence in multilateral solutions; revelations by George Bush's biographer that as far back as 1999 then - presidential candidate Bush already spoke of wanting to invade Iraq; the real reason Bush was grounded during his National Guard days — as recounted by the widow of the pilot who replaced him; an article published throughout the world that highlighted the West's lack of resolve to seriously pursue the genocidal fugitive Bosnian Serb leader Radovan Karadzic, responsible for the largest number of European civilian deaths since World War II; several investigations of allegations by former members concerning the practices of Scientology; corruption in the leadership of the nation's largest police union; a well - connected humanitarian relief organization operating as a cover for unauthorized US covert intervention abroad; detailed evidence that a powerful congressional critic of Bill Clinton and Al Gore for financial irregularities and personal improprieties had his own track record of far more serious transgressions; a look at the practices and values of top Democratic operative and the clients they represent when out of power in Washington; the murky international interests that fueled both George W. Bush's and Hillary Clinton's presidential campaigns; the efficacy of various proposed solutions to the failed war on drugs; the poor - quality televised news program for teens (with lots of advertising) that has quietly seeped into many of America's public schools; an early exploration of deceptive practices by the credit card industry; a study of ecosystem destruction in Irian Jaya, one of the world's last substantial rain forests.

Lucie Tedesco, commissioner of the Financial Consumer Agency of Canada, said she is concerned by the allegations and issued a statement reminding the lenders of their obligations to obtain prior consent before increasing credit limits and providing clients with new products.

Three out of five financial advisors say more than half of clients are more concerned about retirement security than last year.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

Roberto helps affluent clients address their four biggest concerns: (1) preserving their wealth, (2) managing risk, (3) pursuing financial independence, and (4) taking care of their heirs.

«Those who work hard and save for the future deserve financial professionals whose primary concern is the best interests of their clients and not their bottom line.»

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

A survey from the American Institute of CPAs confirms that: 41 percent of CPA financial planners reported that coming up short in retirement topped the list of their clients» financial concerns.

As a special service to our professional partners, Edward Jones publishes complimentary educational brochures and quarterly journals on topics of particular relevance to legal and tax professionals who provide clients guidance regarding financial concerns.

MANHATTAN FEDERAL COURT — A veteran Albany lobbyist, and longtime friend of Assemblyman Sheldon Silver, testified Friday that he was «surprised and concerned» about the former speaker's financial connection to his client, real estate firm Glenwood Management.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their financial concerns and maximizes their security.

In a recent survey, 57 % of CPA financial planners said their clients» top retirement concern was depleting their nest egg too soon.

Such books seldom read like Ludlum thrillers but if you ever wanted to be a fly on the wall for conversations between financial advisors and their clients concerned about retiring, Gillespie provides the next best thing.

Planning for retirement, saving for college, maximizing tax efficiencies and creating a financial legacy are top concerns for most of our clients.

â $ œSo whenever a financial issue came up, our client was first and foremost concerned that her children were treated completely fairly.â $

Zenith Financial Group is more than just a credit repair company, we are truly concerned about the finances of our clients and their quality of living.

The manner in which some financial advisors are paid means Vettese's four «enhancements» (I'm not counting reverse mortgages here) may not be in the advisors» financial self interest: that is, some less reputable advisors may be more concerned about their own retirements than that of their clients!

Preview: Protecting Aging Clients From Financial Abuse Ranked Top Ethical Concern Among Financial Advisors

Financial planners should not be concerned only about their clients who are today planning retirements!

Counselors may help clients create a household budget, outline financial goals, and address financial concerns in addition to developing a DMP to deal with debt.

AICPA Personal Financial Planning Trend Survey The American Institute of CPAs surveyed CPA financial planners in February, 2015 to gain insight on their clients» main retirement Financial Planning Trend Survey The American Institute of CPAs surveyed CPA financial planners in February, 2015 to gain insight on their clients» main retirement financial planners in February, 2015 to gain insight on their clients» main retirement concerns.

Financial concerns and providing estimates Depending on how many pets are in the household treatment can be a significant financial burden forFinancial concerns and providing estimates Depending on how many pets are in the household treatment can be a significant financial burden forfinancial burden for clients.

About Blog Our mission at WealthCo Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their Financial Advisory Services Inc. is simply to provide personalized investment and estate planning advice that minimizes our clients» financial concerns and maximizes their financial concerns and maximizes their security.

I predict that these laws, most of which currently apply primarily to financial institutions, will ultimately incorporate some of the types of client information contained in attorney - client communications, in large part because of rising concerns due to recent large - scale data disclosures.

Mr Lehtman advises clients facing parallel investigations by both US and foreign authorities concerning financial reporting irregularities, potential violations of the Foreign Corrupt Practices Act, anti-money laundering regulations, and issues related to other legal and regulatory requirements.

The lawyers of Eversheds Sutherland financial law team have a unique competence to advise and assist clients in matters concerning compliance and financing, both privately or by means of flotation.

Advised financial services client concerning dozens of hires from Protocol and non-Protocol firms, and successfully defended non-solicit and related claims

The new normal — which I believe to be largely the consequence of the increasingly loud and consistent voices of justice system users — challenges the The New Lawyer to commit to genuinely respect clients, to pay careful attention to their needs, concerns, and financial limits, and to consider them true collaborative partners.

This generally means that lawyers are engaged in matters which are of significant financial or emotional concern to the client, or which are highly technical in nature.

E-signatures provide many business advantages to organisations, such as efficiency and cost benefits, but when dealing with a client's financial and legal concerns, the most important thing to consider is security, validity and longevity.

«From the legal perspective, I think the path is clear in Canada to the extent that payment and clearing legislation is concerned for this kind of arrangement to be offered by financial institutions to their clients,» says Shatiryan.

With the increasing convergence of the worldwide financial market, we have filled a critical role in helping our U.S. and international clients understand the global legal landscape, including competing insolvency regimes and out - of - court restructuring practices, different market conventions, intercreditor concerns, issues relating to obtaining credit and collateral support, and other matters that make the difference in obtaining syndicated credit or high - yield financing for complex multinational enterprises.

For example, a client may have concerns about the financial maturity of one or more of his children which he would like his executors to take into account before distributing assets.

So far as guiding the conduct of financial advisors were concerned, provided they complied with «the relevant law, regulations, regulators» rules and guidance and standards, relevant codes of practice and, where appropriate,... good industry practice», they could be assured that they would not be liable to their client in the absence of some exceptional factor requiring a different decision.

We are concerned about our clients» physical, emotional and financial wellbeing and in effect, we aggressively pursue maximum financial recovery at all times.

More broadly, our defense, trade, financial and national security lawyers liaise with the US Department of Defense, Department of Commerce, Department of the Treasury and Department of the State — as well as the congressional committees of jurisdiction — to address our clients» foreign policy - related needs and concerns.

She has successfully represented Fortune 500 Companies as well as start - ups, and her clients span a wide array of industries, including financial institutions, school districts, law firms, agricultural concerns, contractors, large accounting firms, restaurants, and those in the automotive industry.

Arbitrator Fadel with the Financial Services Commission of Ontario (FSCO) released a decision in favour of McCague Borlack's client concerning an applicant's entitlement to accident benefits.

When a case is denied or payments have been postponed, our associates understand that next to health, financial concerns are primary for our clients.

Our litigators have a keen understanding of client business imperatives, recognizing that all aspects of a client's business — including the business model, financial condition, workforce and employee concerns, regulatory issues, investor considerations and reputation — are important in determining the most effective legal strategy.

However, the confidentiality concerns related to personally identifying information (Social Security numbers, medical information, financial account information, credit card numbers) raise new concerns and lawyers can not forget that their clients — and their employees — are entrusting them with that information with an expectation that it will be protected in accordance with the laws and standards applicable to everyone else.

Having managed global litigation portfolios as the head of litigation at Citigroup Inc. and The Hartford Financial Services Group, Inc., Liz is especially mindful of the institutional pressures and concerns, including cost, disclosure, and reputational and regulatory risk, that litigation and investigations pose for her clients, and the importance of close partnership with the in - house team.

We have represented clients in numerous other congressional investigations and oversight hearings, including a major internet services company in an investigation of its practices abroad, a chemical manufacturer in an investigation of the safety of its products, an insurance company in a hearing on the federal long term care insurance program, a financial services company in an investigation of credit card terms, and drug companies in investigations concerning such matters as payments to doctors, marketing practices, generic approvals, drug importation, and drug safety.

John Schuman is the partner heading the family law group at Devry Smith Frank LLP and he has earned the respect of his clients, judges, mediators and arbitrators for his sensible approach to resolving family law issues, his concern for children, and his understanding of complex financial matters.

Merrill Lynch has blocked clients and financial advisers who trade on their behalf from buying bitcoin, citing concerns over the cryptocurrency's investment suitability.

Morgan Stanley Chief Financial Officer Jonathan Pruzan said the brokerage was mostly concerned with servicing its institutional clients::

Based on our collection of resume samples for Personal Banking Representative, essential duties are greeting clients, understanding their financial needs, maintaining their knowledge of bank products, promoting bank products and services to customers, opening and managing accounts, and addressing client concerns.

Called with potential clients to discuss financial concerns and needs.

Execute due diligence on selling property owner's budget, actual, and projected financial results and resolve identified concerns prior to client completing acquisition.

Bank Teller • Welcome clients and establish relationships with them in a bid to provide exceptional customer services • Interact with clients in order to understand their banking and financial needs • Provide clients with information on latest products and services that they can gain from • Assist clients in fulfilling their banking needs by directing them to concerned banking officials • Create a list of potential clients leads and provide marketing / relationship managers with information on those leads • Receive and process financial instruments such as checks and cash • Ensure that there is enough cash in the cash drawer at the beginning of each shift • Make sure that the cash drawer is tallied at the end of each shift • Handle any discrepancies in cash on immediate basis • Create end of the shift cash and client reports on a daily basis