Sentences with phrase «client money with»

The shortfall includes # 305,000 in unpaid client money with an additional # 272,000 in interest added to the base amount.

Not exact matches

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.

Express Scripts vehemently insists it saves money for clients and that the vast majority are satisfied with its service.

This is known as «honesty insurance,» and ensures your clients that you won't get their house keys and make off with their valuables (or that they'll get their money back if you do).

Reuters reported on Monday, citing a Treasury source, that Italian authorities will intervene with public money if necessary to ensure the continuity of the bank and to protect clients» savings.

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.

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.

«It's also a tool to communicate with each other, a basis of understanding that prevents clients from guessing how the money should be managed.»

More from Investor Toolkit: Advisors offer clients «fatally flawed» advice Investing with borrowed money can be a big win Beware of online financial quick - fix stories

Some may think I'm on the young side to be managing so much money, but with multigenerational clients — everywhere from millennial parents looking to enter the market all the way to boomers trying to secure their savings — my age is one of my strengths.

With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely — with their hWith 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely — with their hwith their help.

Getting small - business owners, whose lives often revolve around work, to examine what gives their lives meaning is not always easy, say financial life planners who are trained to help clients explore what they really want to do with their money.

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.

With short delivery times, large quantities to save money and free shipping, this company has understood its clients needs to a tee.

My advice - based articles about how to clarify your calling, overcome self - doubt, self - promote with style and take immediate action toward making your dreams a reality generated a string of clients and within a couple of months I was earning money both writing and coaching.

Last week, the U.S. Treasury accused ABLV bank of «institutionalized money laundering,» including allowing its clients to conduct business with parties connected to North Korea.

A tiny client without money to spend on services can quickly turn into a massive one that is flush with cash.

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.

They're gambling with clients» money, making fixed management fees plus a percentage of profits.

A mutual friend connected him with Connor O'Brien, a Wall Street veteran who had moved to Montreal to manage money for private clients at his own firm, Stanton Asset Management.

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.

«Let's just work with my money,» the client said.

While you may not make much money at first, the more clients you work with and the more positive feedback you receive, the more you'll be able to charge.

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.

In 2008, you were dismissed from Citigroup after a fallout with CEO Vikram Pandit over how to protect client money.

By self - funding, Cavale could force INFLCR to build its own track record with its product, clients and revenues, and ultimately raise a seed round at what he believes to be a fair valuation as opposed to giving up a large piece of his new company at a discount, which is often an issue with raising money pre-revenue.

«It's one of the first things when you're sitting with a client for the first time, or even clients you've had for a while, you're always wanting to see where, if you need money in a short - term fashion, where is it going to come from?»

One client, a man they had made tremendous amounts of money over long periods of time, had grown impatient with their conservatism during the dot - com boom.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

We've partnered with Zelle ® to bring clients a new way to conveniently send and receive money fast, right from the Morgan Stanley Mobile App.»

Metropolitan hasn't said whether or not it plans to restore its services for the digital currency market, nor is it clear what will happen to the money that international clients have held with the bank.

Discover how we save our clients time and money with our outsourced payroll, contractor workforce management and staffing funding solutions.

Tax experts say money managers can expect more tax planning than usual this season, as advisors and clients get familiar with tax reform.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

With assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 5.2 trillion, including managed assets of $ 2.1 trillion as of April 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

As a result, for clients who are simply letting their money grow with interest, their money can continue working for them instead of for Uncle Sam.

Past performance is no guarantee of future results and EconoTimes specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Brokerage.

As an added bonus, these partners integrate with our client portal, saving you valuable time and money.

With assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» moWith assets under administration of $ 6.2 trillion, including managed assets of $ 2.3 trillion as of June 30, 2017, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients» mowith technology solutions to invest their own clients» money.

Blackstone Group LP, one of Cohen's biggest clients and supporters, plans to redeem most of the money it has left at SAC, according to two people familiar with the New York - based company.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

In the bet, Buffett picked a Vanguard fund that tracks the S&P 500, while Protégé Partners, a firm that puts clients» money into funds made up of hedge funds, took the other side of the bet with five of its funds.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» moWith assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» mowith investment and technology solutions to invest their own clients» money.

In order to assure our clients and prospective clients that the assets they invest with us are protected from such scams, we have set forth below various key safeguards in place at South Texas Money Management, Ltd. (STMM) that protect our clients.

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.

Money Partners Group also announces a business alliance with Kraken to offer bitcoin trading, bitcoin settlement service, and blockchain - based derivative trading to its clients.

Our global sales function connects Morgan Stanley's resources with our institutional clients, such as banks, insurance companies, hedge funds, money managers, pension funds and mutual funds.

I was worried to my core about my family's future, the business, and all of our clients who had trusted us with their money.

The head of Charles Schwab, one of the nation's largest investment advisors, tells us what his clients are doing with their money.

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.