Sentences with phrase «clients use some of their assets»

When clients use some of their assets to purchase a life insurance policy, they secure a death benefit amount higher than the amount of premiums paid right away.

Not exact matches

From an asset manager's point of view, «we believe that the proper use of sustainability or ESG factors enlarges your view of the company you're investing in, helps you manage risk, and is going to be helpful to you in identifying companies that are going to deliver excess returns for your clients,» says Bertocci.

I believe one of the biggest assets of using an external SEO consultant is that they probably DO NOT know the client's industry.

Asset managers have been using MSCI risk models for years — the vendor has been in this game for four decades — and according to the most recent P&I rankings, 97 of the top 100 largest money managers are MSCI clients.

Therefore, our clients have to assure RoboForex that they understand all the possible consequences of such risks, they know all the specifics, rules and regulations governing the use of investment products, including corporate events, resulting in the change of underlying assets.

While the beneficial ownership issue for the Stock Connect has been largely clarified by the CSRC, a large number of investors, such as MSCI's asset owner clients, use separate accounts as their primary investment channel.

Companies can use Supernodes in many flexible ways, such as creating their own securities - related infrastructures for situations like raising capital or safely managing the assets of clients.

«Financial intermediaries, such as asset managers and fiduciaries, can make use of our new offering to successfully differentiate themselves in the market and add value for their clients.»

Even a 401 (k) rollover into an IRA — which would require exemption from the fiduciary rule using a Best Interest Contract Exemption (BICE) because it's expected to cost more than the 401 (k) plan — can improve the quality of a client's investments if the client couldn't access that asset in his or her 401 (k) plan, said Joe Taiber, managing partner at Taiber, Kosmala & Associates.

Robert (Bob) Macdonald is senior vice president, director of financial solutions and is responsible for the investment profiling methodology used to supply asset allocation recommendations for clients in Fidelity managed accounts.

In addition to using Kraken for leveraged margin trading and exchange between 11 digital assets and 5 national currencies worldwide, the acquisition means that clients will soon be able to experience direct one - click buying and selling of bitcoin and other digital assets via convenient payments like ACH transfers.

Being able to use Schwab Charitable to make charitable contributions using some of these assets certainly opens up the ability for these clients to make donations that maybe they couldn't previously make.

His practice focuses on cross-border tax and structuring, asset protection, multi-jurisdictional investment structures, as well as international tax controversy work for clients involving the use of trusts, foundations, insurance solutions, and other fiduciary arrangements.

CREATIVE USE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clienUSE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clientOF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their cCLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clienuse insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their clientof their clientsclients.

«We don't use gold because financial advisors are supposed to stand in the way of clients and bad decisions, and gold is the ultimate bad - decision asset.

Relatedly, the client's personal assets can not be used for the benefit of the IRA.

Mark Allen, Dairy Crest chief executive, said that since the sale of the dairies business in December 2015, Dairy Crest has been looking to work with third parties to ensure the efficient use of supply chain assets, and to attract new clients.

Their remaining assets of $ 2.2 million would be used to provide restitution to clients.

Andrews is joint owner of Data IQ, which was formed in 1996 and specialises in «data governance, research, audit and advisory services and technologies to firstly de-risk data assets and once protected help our clients use their data to drive business performance.»

Andrews is the joint owner of Data IQ, which was formed in 1996 and specialises in «data governance, research, audit and advisory services and technologies to firstly de-risk data assets and once protected help our clients use their data to drive business performance.»

With the use of application cache to store all of the EPUB assets client - side and thereby allow further reading offline, this approach also makes sense.

In addition, let's assume hypothetical expected returns for U.S. equities, Treasuries and cash of 4.4 percent, 1.6 percent and 1.2 percent respectively, using BlackRock Client Solutions» five - year return assumptions for various assets.

Asset allocation: A fundamental concept in portfolio management in which an investment adviser determines the investment profile for a client, including their risk tolerance and time horizon, then uses this information to split the client's funds between appropriate classes of investments.

But as long as adviser compensation originates directly from the client and never from product or transactions, they can use either a fee - for - service or a percentage - of - assets fee model, or both, and still refer to themselves as «fee - only.»

We are able to manage client portfolios in this way as our sophisticated algorithms analyse the historical behaviour of all the asset classes you're invested in and use this data to reliably forecast the risk in your portfolio over the course of the next year.

S&P DJI: We've observed robo - advisors using core municipal bond ETFs within even the most basic asset allocations and at every level of client investment.

What you describe is many ways the approach that I and many of my advisor colleagues use when investing client assets.

Many RIAs also use another firm, such as a discount broker, to house their clients» assets instead of holding the accounts in house, in order to simplify their recordkeeping and administration.

Use investment returns to pay for LTC insurance: For example, a client with around $ 1.5 million in investments could take $ 100,000 of their assets, put it in an investment that produces a 5 - 6 % return, and use it to pay for long term care insurance premiuUse investment returns to pay for LTC insurance: For example, a client with around $ 1.5 million in investments could take $ 100,000 of their assets, put it in an investment that produces a 5 - 6 % return, and use it to pay for long term care insurance premiuuse it to pay for long term care insurance premiums.

In the U.S, they've been around since 2008, and are used to manage billions of dollars in client assets today.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

In addition to diversifying client portfolios not only by asset class, but also by investment strategy through an allocation to a tactical investment that uses a quantitative approach, Bainbridge highlighted the use of an absolute return fund and simply using cash.

A Passive NFE is a business client whose main source of income (more than 50 %) is generated from holding financial instruments earning dividends and interest, otherwise known as passive income, or more than 50 % of its assets held are used to produce passive income, e.g. certain family trusts or holding companies.

An Active NFE is a business client whose main source of income (more than 50 %) is generated from the sale of goods and / or services, and, less than 50 % of assets held are used to produce passive income e.g. restaurants and retailers.

Along these lines, financial planners often recommend clients develop their portfolio allocations using a «pyramid» approach, where the bottom layer of the pyramid is filled with the safest assets to meet the client's most important objectives.

4 Client eligibility for preferred commissions and rates («Preferred Client Rates») is reviewed monthly, using the household asset value on the last day of the month.

Key strategy elements to each of the Defined Risk Funds include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

Key elements of the Fund's strategy include: > No reliance on market timing or stock selection > Designed to seek consistent returns > Aims to protect client assets during market downturns > Always hedged, all the time, using put options

He stated that PWL Capital uses all ETFs for their high net worth (HNW) clients, and the company has now grown in that practice to manage more than USD1 billion in HNW client assets with ETFs as their investment tool of choice.

At lower levels of assets (below $ 500,000 in a total portfolio) the prospective client should really use mutual funds, as these are much more efficient when transactions and custodial costs are taken into account.

Advisers plan to use mutual funds less in 2019, with their usage dropping from 32.8 % of client assets to 28.2 %, with the money going to ETFs and separate accounts, instead.

Use this turnkey asset allocation software to calculate, compare, and implement, the mix of asset classes / investments you feel is best for yourself or your clients.

While I was taking the CFA courses, I made a big fuss about each one of these stats via actual client portfolios in the Real World, using both Morningstar and the best asset - level portfolio optimizer.

As with a number of other robos, Betterment uses Modern Portfolio Theory (MPT) to manage client assets.

The above advice also mirrors what I am doing for my own assets, and the assets of my clients, though I am not using Vanguard.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios for a monthly % of assets under management.

The VA carrier will do the free 1035 exchange, and then advisers are able to charge investment management fees for using investing tools like Portfolio Models or by using Comprehensive Asset Allocation Software to manage money like you'd do for the rest of your client accounts.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios under our % of Assets Under Management structure.

Once the veterinary knowledge asset has been used to create a client relationship, maintenance of this relationship becomes essential to the long - term health of the veterinary practice.

At Postali, we develop custom designs for our clients that include full - scale photo and video production to create meaningful website assets that our clients can use and be proud of.