Sentences with phrase «client money only»

It is based on backtesting data and does not show actual historical portfolio allocations, since Scalable Capital has been managing client money only since the end of 2015 (in Germany, since May 2016 in the UK).

Not exact matches

Acorns is part of a trendy and growing industry of so - called robo - advisors, online - only financial advisors that steer clients» money into low - cost investments.

EuroFX, he said, had «over 40,000 clients from over 100 countries,», and he only slept «about four or five hours per night... because I need to make sure that your money is safe.»

If you're focused on only making money for yourself, then you can not be focused on creating that value that you need to attract clients and potentially make a profit.

Not only does the company provide prescription drug plans to businesses nationwide, but it does so on a transparent fee basis — every client knows exactly where his or her money goes.

For ages, certain advisors have bemoaned that too many clients insist on putting their money only into four or five - star rated funds despite admonitions that the ratings are backward - looking.

I only spent money on the necessities until I had enough clients to give me some flexibility.

Cohen's recent legal works appears to have been limited, with his lawyer saying in court Monday that Cohen had 10 clients in 2017 and 2018, but only three to whom he provided legal services: Trump, GOP donor Elliott Broidy (for whom we found out last week Cohen had negotiated a hush - money payment) and Fox News personality Sean Hannity.

BinaryTilt takes the safety of their clients» money very seriously which is why they strive to provide their traders with only trusted and safe methods for transferring funds online.

Clients can only receive this bonus if they have a real money account with this broker.

It is only where either a) a money manager has a substantial amount of their own money invested in the same things as you or b) the money manager owns a substantial stake in their firm, so have a longer - term view in the success of the firm and its clients, that you can be confident that your money manager is really working for you, and not taking unneccessary risks.

Being negative on Disney... obviously, it's bounced off the bottom, but being negative on Disney has either saved investors, meaning our clients, substantial money if they're long owning and can only buy stocks.

The basic rule for independent business finance brokers is to charge a lower percentage for larger money amounts — or set a cap or flat rate to encourage clients to come to you, knowing they will be able to get the services they need, while only having to pay a little extra to you directly.

«We not only can build factories, we can help our clients think through the business strategy of where they should spend their money,» Judson adds.

That figure is the starting point in negotiations: teams will likely balk at the idea of giving Martinez that much money over the amount of years it will require, but they now understand that only the serious suitors have a real chance at signing Boras» client.

Mr. Preet will have a strong case if Dr. Taub gave Silver the client names only in return for received research monies.

That is what Preet will have to convince a jury; that Taub and the hospital got research money only because Taub gave Silver the patient / client names.

If you aren't coaching your wellness clients or Yoga students through the diet and lifestyle that support a healthy body, not only are you leaving money on the table, but you're also doing your clients a disservice.

The Quickstart Coaching Code will teach you how to Quickly Start The Coaching Business You Were Meant For And Prove Positive You Can Get Your First Coaching Clients, So You Can Fulfill Your Purpose of Making a Difference in People's Lives, by Creating an Intimate Connection With Every Client You Work With... in Only 10 Hours Per Week & Very Little Money.

Not only are you earning money and perks but you are also helping to set the tone for how real clients should be treated.

We make money only when our clients make money and we constantly reinvest our profits into enhancing our systems.

She's a night nanny hired by Marlo's money - to - burn brother (Mark Duplass), to relieve his sister's burden.Tully is only 26, but she seems to anticipate her new client's every need.

You probably already knew that our main character was going to be a cocky businessman who only cares about his job and how much money he is making instead of his actual clients.

I always wanted to be a auto mechanic, so went to a trade school and graduated.I loved it working on cars so I became a back yard mechanic.But now im already tired of working on cars due to the injuries and the stingy clients not all clients are like that, but most are.Some clients come to be to get they're car fixed and when it's done they tell they only have half of the money cause the had to pay they're rent.And also the low baller's always trying to screw you by saying that another mechanic charges cheaper, I don't understand that part, Why do the keep coming back if someone else charges cheaper.Oh and don't mention the friends that just because they're friend they expect a huge discount.Take my advice, If you want to be a mechanic, Do it to fix your own cars.Dont doit to make a career out of it cause you'll have alot of stress.

This also ensures that clients and businesses are still dealing with the same reps and the only thing that changes is the amount of money they have to invest in marketing, leveraging, and developing new products and services.

One thing authors who haven't worked in the business enough sometimes don't acknowledge or understand is that a legitimate agent only gets compensated as a percentage of what money they can make selling their clients» work.

We advocate for our clients, saving them time, money, and offering only the most beneficial terms for small to mid-size publishers.

The Flexible Income strategy was initially only available to our money management clients.

We only invest money for clients under the guidance of a written financial plan, we don't accept any «investment only» clients (We call that naked investing).

You are only getting a taste of what an intelligent investor who hires other managers to manage money for clients thinks.

Many thanks for the people contributing to SM discussion, some one mentioned that the return of seg fund is only less than 5 % for segreagated funds, let me assure you I have invested 25K in segregated fund and the return of that fund since 1998 is above 13 %, I invested my client's RRSP money in segregated funds most of them have a return of above 1o % and the MER is 2.5 %, when I invest my clients money I made sure that it is my money, if any one is planing SM and if you invest in Seg fund, it is almost 100 % guarentied at the same time based on the past performance, the reurn is above 10 % since 1998, I can not predict the future performance but the past performace is above 10 %, if you are skeptical please email I will send the details `, my email ID is [email protected], this is not a business pitch just an expression and exchange of details based on my experience and research

This money tool is for fee - only money managers (that have disclosed to their clients in writing in advance that they will be using market timing techniques on their SEC ADV), stockbrokers and stock pickers that do their own modeling, market timers, mutual fund managers, individual investors with too much money to play with, arbitragers, institutional money managers, hedge fund managers, etc..

First, you've got money coaches and fee - only financial planners, who accept clients on a fee - for - service basis, typically charging $ 150 to $ 250 an hour, or by the project (a comprehensive plan will run you a few thousand dollars).

Because in the past some of these companies have actually stolen their client's settlement money, these days they often only collect directly from you their «fee» (up front, of course, and usually by automatic electronic transfers from your bank account).

Moreover, FDIC insurance only protects a finite amount of money per client per bank.

With our high - quality lenders, reliable loan services, and professional marketers working to generate leads, you can be sure that you are not only providing clients with a reputable service, but also that you will earn money for doing so.

It was initially only available to our private money management clients, but today we share this strategy with subscribers of NoLoad FundX and we implement this strategy for investors in our mutual fund.

Providing all of these services to customers with bad or good credit alike means that Canadian mortgage services are able to not only help their clients save a great deal of money, but they are also able to receive future referrals for their services.

«Instead of exposing the client's money and their lifestyle to [the] maximum risk they can tolerate, a better approach is to take only the amount of risk needed to establish a satisfactory level of comfort and confidence in the client's financial plan being successful,» Thornton said.

If one only manages the equity allocation, then I think you almost have to stress that to the client, and then they are still left to their own devices on what to do with the rest of the investable money.

We're Fee - only Money Managers: So you can hire us to manage your money, and / or financial advisers can hire us to manage client money, using our Model Portfolios and / or Asset Allocation SyMoney Managers: So you can hire us to manage your money, and / or financial advisers can hire us to manage client money, using our Model Portfolios and / or Asset Allocation Symoney, and / or financial advisers can hire us to manage client money, using our Model Portfolios and / or Asset Allocation Symoney, using our Model Portfolios and / or Asset Allocation Systems

More conservative investors should keep in mind that the only funds that ensure the client is not going to lose money are the guaranteed ones.

Our programs are set up to guarantee that clients» only pay if they get results and save money.

If you can't predict what's going to happen in the future, then your only value to clients as an investment adviser is to be a passive asset allocator (because the only other two ways of managing money - security selection and market timing, both depend on being able to predict the future).

Asset allocation is the only thing that works for investors who manage money either for themselves, or for clients.

Personal Money Service cooperates only with the reliable companies, operating in the market, so we can guarantee our clients perfect service on the part of our partners.

The advisor, instead of being a «price taker» who gets paid only what suppliers will pay him, gets to earn a bit more (good advice costs money, you know) and increases their revenue by 20 % while doing what is right for the client, sourcing out cheaper products, and passing along the lion's share of the savings.

While RBC's «Annual investment performance report» for Direct Investing clients has space to show the money - weighted rate of return for the past 10 years, the current report being mailed to clients only shows a one - year return.

A few years ago I transferred my TFSA from Tangerine t CIBC as a result I got fine a large penalty I talked to Tangerine and they said it was not their mistake then I Talked to my Bank The CIBC and they said it was not their mistake Then I talk to my accountant and he said I was not the only one it happened to a lots of his clients, I withdrew all the money out of that TFSA and paid the penalty wich was large enough that 10 years of interest would not have made up for it So I will never put money in a TFSA again I prefer paying income tax on what I make rather then getting shafed by the Government for some obscure rules

Your stockbroker (or financial advisor) tells you that options aren't right for you and that only two of his clients ever bought options — and both lost lots of money.