Sentences with phrase «clients about the risk»

It's also a good idea to remind clients about the risk - reward trade - off.

Corso prefers having a frank discussion with clients about the risk in their portfolio.

If women choose to have a homebirth, fine, but I don't think that many DEM's or CPM's are being honest with their clients about the risks.

Nugent says its about educating clients about the risks of investing so that when the bad news comes, it doesn't scare them off.

A few years ago, the ABA issued a formal ethics opinion stating that if there is a significant risk that a third party might gain access to the email, attorneys have to warn clients about that risk.

The ABA issued an ethics opinion saying that if there was a significant risk a third party might gain access to your client's email communications, you have a duty to warn your client about that risk.

Every solosmall practitioner should talk to their clients about the risks and benefits of litigation finance loans.

It is therefore essential to advise clients about the risk factors around costs recovery.

ABA Formal Opinion 1 - 459 tells us that A lawyer sending or receiving substantive communications with a client via e-mail or other electronic means ordinarily must warn the client about the risk of sending or receiving electronic communications using a computer or other device, or e-mail account, where there is a significant risk that a third party may gain access.

The Committee then offered the following very broadly - worded proposition, which was not limited to employment matters: «A lawyer sending or receiving substantive communications with a client via e-mail or other electronic means ordinarily must warn the client about the risk of sending or receiving electronic communications using a computer or other device, or e-mail account, to which a third party may gain access.

Of course, advising a client about the risks may be the easy part of the lawyer's job.

A lawyer sending or receiving substantive communications with a client via e-mail or other electronic means ordinarily must warn the client about the risk of sending or receiving electronic communications using a computer or other device, or e-mail account, to which a third party may gain access.

We advise clients about the risks of extradition as well as their rights and obligations under MLA arrangements, and how best to pre-empt those risks and engage tactically with the investigating authorities.

After reaching the narrow conclusion that, in employment cases, lawyers have an obligation to warn clients of the risk of discussing the case using employer - owned devices or accounts, the Committee explained that regardless of the type of case, lawyers must assess whether client consent is required when communicating via email: «A lawyer sending or receiving substantive communications with a client via e-mail or other electronic means ordinarily must warn the client about the risk of sending or receiving electronic communications using a computer or other device, or e-mail account, to which a third party may gain access.

Not exact matches

«Clients don't think about it at all or they think about the risk being so small,» said Michael McGrath, vice president with EP Wealth Advisors in Valencia, California.

Hope my friends @thomsonreuters are speaking with clients about op risk of relying on one supplier.

And, while I've heard from those clients many incredible stories about how they turned their dreams into businesses, never have I heard anyone say that he or she couldn't wait to deal with accounting, human resources, risk management and taxes.

«We are passionate about ensuring that our clients are aware of the unique risk characteristics.»

We talked about what's at risk with the relentless pursuit of perfection using a recent example of how they described preparing for a client meeting.

He added, «It's the client taking the risk, so they are entitled to know the risk they are taking, and there is no better way to talk about it except in a crash scenario.»

When speaking with your clients about international opportunities and the potential benefits of diversification, keep in mind that baby boomers are particularly at risk from the home bias.

Nowak wrote to clients, «While previously we were cautious about the durability of Twitter's platform turnaround, more positive advertiser / agency conversations and improving user growth make the risk / reward more compelling.»

According to Living Goods, clients may also be reluctant to buy drugs from other private providers because of the risk of getting a counterfeit medicine.63 Living Goods sent us a study conducted at the midline of its RCT that claims that both availability of counterfeit drugs and drug prices decreased at private retailers in areas where CHPs worked.64 According to the study, about 37 % of private drug shops in the areas it studied sold fake ACT drugs, 65 and availabilty of fake ACTs was about 50 % lower among non-Living Goods sellers in the areas where Living Goods worked.66 Additional results on these potential effects will be made available when the full RCT is published.

Add snippets of content that recall conversations with your client, where attitudes about risk or specific financial goals were stated.

This gap in understanding presents an opportunity for advisors to add value for their clients by building a shared understanding about risk and diversification.

Jonathan Jacobson, founder of Highfields Capital Management, wrote in a recent letter to clients about why the increasing influence of quants is obfuscating market risk:

So it just boggles my mind that a lay person who knows next to nothing about childbirth thinks she can hire herself out as a midwife, risk the lives of her clients and their infants and then dust off her hands and say «oh well» when something like this happens.

We ask for more clarity about the additional compliance obligations that a UK firm would have to meet when referring a client to an adviser located outside the UK, in order to protect itself from the risk of a criminal prosecution.

But while many district lawyers see their job as being about risk avoidance, good lawyers are skilled at finding creative ways to help their clients reach their goals.

They may not be so keen about credit score but private lenders are wary of the risk posed by the bulk of their clients.

When the credit institution estimates potential clients from the point of view of credit risks, the candidate with record about bankruptcy and practically without debts looks much more attractively, than the candidate without data on bankruptcy, but with the long list of back payments and write - offs.

Clients looking to sign up for the service start by filling out an online questionnaire that gathers information about their investment goals, their time horizon and their tolerance for risk.

For now, I don't get many no - shows, most of my initial consults end up hiring me, and I believe my clients appreciate the risk - free opportunity to learn about their debt - relief options.

Our UK Co-Founders Adam French, Dr Ella Rabener and Simon Miller explain how Scalable Capital uses percentages to label its portfolios and how this gives clients an unprecedented level of transparency about their investment risk.

So while it can provide a trader with the opportunity for unlimited profits, it carries with it a enormous level of risk which all forex brokers are required by law to warn their clients about.

Three quarters of them fell short on collecting and documenting important information about clients, including their risk tolerance.

A bit of good news; consistent with portfolio theory, most (75 %) did ask clients about their demographic characteristics to determine risk preferences and investment time horizons.

Advisors inquire about current / prospective financial information (to the extent knowable) and client ideas on risk and return.

Once clients have answered some questions about their financial situation and investment goals, WiseBanyan complies a «risk score» that assists in building a recommended portfolio of ETFs that reflect the investor's risk tolerance.

Risk tolerance questionnaires are designed to place clients in a variety of general risk categories, which serves as a good starting point to launch into a discussion about other aspects of rRisk tolerance questionnaires are designed to place clients in a variety of general risk categories, which serves as a good starting point to launch into a discussion about other aspects of rrisk categories, which serves as a good starting point to launch into a discussion about other aspects of riskrisk.

Financial planners creating a retirement income strategy can reduce the expected costs of funding a retirement income by allocating a portion of their client's investments to a DIA, particularly if the retiree is worried about investment risk in the near term or running out of money later in life.

About the author: Marc Odo, CFA ®, CAIA ®, CIPM ®, CFP ®, Director of Investment Solutions, is responsible for helping clients and prospects gain a detailed understanding of Swan's Defined Risk Strategy, including how it fits into an overall investment strategy.

He writes about how both closet indexing and shooting for the stars are exposing financial planners» clients to undue risk: «In a recent issue of Barron's, a money manager was quite critical of a particular stock, but said he owned it, although he was «underweighted».

Along with taking in - home clients and teaching classes at Fido, Laura is the facilitator for Teacher's Pet at Detroit Animal Care and Control where she teaches homeless and at - risk youth about reward - based training and animal welfare.

About the Pet Wellness Report The Pet Wellness Report is a Health Risk Assessment designed to complement the standard physical exam and pet history, to enhance veterinarians» ability to obtain additional information around potential health risks or disease, and facilitate communication with their clients.

Doing so risks us forming (or worse, spreading) false conclusions about them, and it potentially burdens us with deceitful or non-compliant clients.

All clients are concerned about the risks of anesthesia.

I now routinely discuss the risks and benefits or neutering, and the significant uncertainty about these, with my clients, rather than simply making a standard, one - size - fits - all recommendation to neuter everybody at 6 months of age.

It is our goal to provide our veterinary colleagues resources to help educate their clients about the importance of annual veterinary dental care and choosing a professional dental cleaning over the anesthesia free dental cleanings that pose a risk to their pet's long term oral health.

If the shelter does not use, or recommend, the AHS» recommended protocol for treatment, clients need to be informed about the risks and responsibilities associated with the selected treatment method, including the following: