Sentences with phrase «client money in»

If Pinsent Masons» UK offices hold client money in a separate designated client account opened on your behalf, you will be entitled to receive all the interest credited on that account by the holding bank (no de-minimis will apply).

Accordingly, if the intention of CASS7 is to include all client money in the expression «client money account», the term must be wider than accounts containing segregated monies.»

Typically, mediation will save the client money in the long run, is private, faster and less stressful.

A recent change to the Client Assets sourcebook (CASS) regulation allows firms to place client money in bank accounts with unbreakable terms of longer than 30 days.

Giving myself that extra processing time seems to cut down on the amount of time I spend sitting in front of the computer or statute book, and thereby saves the client money in the long run,» Kelly says.

invest client money in diversified investment strategies, based on set algorithms and calculators that decide what is the best risk / reward profile for the customer.

Essentially, robo - advisors invest client money in diversified investment strategies, based on set algorithms and calculators that decide what is the best risk / reward profile for the customer.

This chart graphically details the % DV that a serving of Almonds provides for each of the nutrients of which it is a good, very good, or excellent source George Soros is a legendary hedge fund manager who managed client money in New York from 1969 to 2011.

Investment dealers offer «wrap accounts» which either use pooled funds or invest client monies in a «model portfolio» approach for a single asset based fee.

Hence all monies will be held in a General client account in the name of «Bevan Brittan LLP client account» and we will not place client monies in a DDA unless specifically requested to do so.

advising a hedge fund before the Supreme Court of the United Kingdom in its successful defence of a Court of Appeal judgment in relation to the status of client monies in the Lehman administration.

I can't tell you the satisfaction I get when I save my clients money in extra commissions they might have had to pay with a different brokerage.

Not exact matches

He opened The Index House, a private investment firm based in Edmonton that allocates clients» money into passive products such as index - tracking ETFs.

This is all in the interest of saving time and money and increasing the speed and responsiveness of their businesses to client requests for information as well.

WealthBar is building a pipeline of millennial clients by offering them the option of stashing money in a no - fee savings account.

Contractors routinely go back to their clients with demands for more money to cover unexpected complexities in the building process; Gillam has set up rigorous risk - management systems to provide more accurate cost estimates.

If you can write copy that gets people excited about purchasing what your client has to sell, you can make good money in this business.

He summarizes ELG's values in four principles: serve clients, make money, have fun, and change the world.

Mt. Gox subsequently shot from obscurity to dominate global trade in bitcoin, but as early as 2012 employees at the Tokyo - based exchange challenged Karpeles on issues such as whether client money was being used to cover costs.

Therefore, you should make the most of that, and instead of talking about the great features of the vehicle, make the client understand that he will save a lot of money in the future if he chooses your car.

Says Bapty: «If a CRO is nimble and can evolve technology that can enable its clients to get a drug approved faster or to reduce the risk of a clinical study, or even save them development money in the long run, that company will find it has a long - term business plan.»

They called their brokers, many of whom had to figure out what Netscape was before suggesting their clients put their money in Westinghouse instead.

But make money he did, rounding up more than 200 clients and in a good month netting $ 12,000.

Former Patersons Securities WA state manager Lewis Fellowes has been charged with using nearly $ 1.6 million in clients» money for his personal use, and could be looking at up to 12 years behind bars.

But it wasn't long before it started to pull in money from clients.

But at the end of the day, many of them work for firms that have a vested interest in making as much money as possible for themselves and their shareholders — not for you, their client.

So, our dentist here ought to spend double the money, putting in two ads; one with a «smiler whitener» hook to attract the (yellow teeth - ed, at least in their own mind) new clients, and a separate, ad for those with a toothless grin, who want to have teeth so they can look good in pictures at the upcoming wedding of the grandkid whose finally settling down... well some of the toothless anyway.

Today, they earn money through their blog, as well as through remote gigs that they can work from their London flat or from the beach in Thailand: Sargent does leadership training and coaches private clients based on her expertise from her work as a business psychologist, and Farrugia takes on part - time social media management jobs.

The more data that customers store in data centers operated by the cloud giants, the more money these cloud companies can make, especially if they charge extra for crunching that data for clients.

Client money has ended up in strange places.

Many start - up companies don't have the resources to throw at security nor the many decades of history in trying to keep client money safe, said Westby.

About 10 years ago I reached a point in my business where money would come in from a client, and I had the choice to give employees their paychecks on time, or pay the IRS.

As Baron explained to me in 2011, his role as chief customer service officer involved reading customer - satisfaction surveys, calling clients six months into a new relationship, fixing any problems that arose and refunding money to those who were unhappy.

Once you're past the startup stage, growth is all about getting more clients and customers into your sales pipeline in order to keep money flowing in.

Rose - Martel put out a report in January predicting Gildan would do well in the new era of tougher Chinese competition, and she made some money for the clients who followed her advice.

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

Many small - businesses have indicated that they are going to spend more in 2014, from putting more money into online advertising to increasing product offerings, hiring additional employees or hitting the road to meet with clients and potential customers face to face.

But employees in the finance industry — especially those who manage money for clients — are judged in part on their character.

«It has more [monetization] than we expected; as users build their Pokémon inventory, spending money becomes needed to store, train, hatch and battle,» Macquarie Securities said in a note to clients, adding that purchases so far in Australia were not being driven by big spenders but by a large number of users.

However, new platforms are emerging to alleviate the investment of time in finding new clients, so the self - employed can spend less time chasing leads and more time actually making money.

I spend a lot of time talking clients «off the ledge» when they'd like to move all of their money into one outperforming asset class, place a large bet on hedging strategies for a pending correction they see coming or suddenly want to get out of the market altogether and «drop anchor» for fear of pending scary dives in the markets.

Investors, Tierney reasoned, were anticipating that Ackman might have to sell other stocks to cash out clients who demanded their money back — and those Ackman watchers were therefore selling their positions in those stocks too.

As for search marketing, in which marketers invest untold sums of money, time and energy to stay at the top of search engine results, it has one very severe flaw: It requires potential clients to actually be in search of the marketers» product or service.

The goal in my counsel, and that of my co-workers in the firm, is to have clients understand what we have known all along: We are unable to predict the market's outcome, so don't fall into the trap where you think you can make predictions or you'll ultimately increase the probability of losing money.

Doug Lockwood, a financial planner at Hefty Wealth Partners in Auburn, Ind., says he is having many more conversations with clients lately about young people saving money — although mostly these involve affluent parents expressing their fears over how their grown children will get by in more trying times.

When he ran the numbers for one client, Tallal calculated that putting away money early would result in significant savings: «By starting when his two children were infants and setting aside about $ 6,500 a year for each child, the business owner would wind up spending nearly $ 400,000 less.»

In Bowers» case, Ballet Beautiful's virtual studio made it possible to serve her massive influx of interested clients — a move that kept the clients and the money coming iIn Bowers» case, Ballet Beautiful's virtual studio made it possible to serve her massive influx of interested clients — a move that kept the clients and the money coming inin.

For Rose Swanger, a CFP and investment advisor with Royal Alliance Associates, one client has made three unwise money moves in the last year alone.

But the client kept delaying transferring the money to his own adviser, leaving it in the care of the firm his father used.

I spoke with many clients and their employees and thought it was so sad so many 50 + year olds didn't even have $ 70K or $ 80K in their 401 (k) plans; these were also employees who were making decent money - $ 60K + / year.