Sentences with phrase «clients who»

Advisors are very familiar with clients who ignore their retirement plan in favor of socking away money in a college fund.

She works with clients who have US family members who are investing in the US, moving to the US or expatriating.

We have some clients who maybe this is the last year that they're getting significant income, and, could frontload donations in that year for tax purposes.

What money managers can do for their clients who own a 401 (k) and are divorcing, is to act as fiduciaries and negotiate lower fees from the third - party providers, like a Fidelity, T Rowe Price, or Prudential Retirement.

As the oldest institutional investment manager in the sustainable and responsible investment (SRI) industry, Walden has unparalleled experience managing portfolios for clients who seek wise stewardship of their assets as well as social and environmental impact through their investments.

That can not be said of the clients who originate the order flow.

This was a radical position for a wealth manager to take, given the fact that their revenues were tied to clients who were invested in the equity market.

He helped me set up my whole business structure and land clients who I love working with.

While incomes vary, and 401 (k) s aren't the only source of retirement income, financial advisors are on the hot seat with many clients who don't have near $ 1 million in their retirement savings.

The report, which was first made by Sky News, says that Google is in «advanced talks» to place a minority $ 30 million stake in Sir Richard Branson's Virgin Galactic and invest an undisclosed amount that is somewhere in the range of «hundreds of millions of dollars» in Sir Richard Branson's ambitious space tourism venture, which aims to take well - heeled clients who can pay $ 200,000 for a ticket to an orbital space flight around the Earth.

Align helps advisors provide impact strategy and portfolio management services to their clients who are asking for expert guidance in this area with the confidence that Align will not take the client from the advisor.

This number is based on the clients who have obtained their licence, and we expect this number to increase.

Reduced affordability, while challenging for first - timers, may prove to be more of a surprise for move - up clients who anticipated greater leverage on their home equity; should those clients break existing mortgages upon their move, they will also be subjected to stress testing.

Clients who don't name beneficiaries can lose much of the planning flexibility around these accounts, so it's important to make sure each separate IRA, 401 (k), 403 (b) or 457 account has a designated beneficiary.

Multi-family offices tend to cater to clients who have less than $ 100 million in AUM or simply do not want to go through the trouble of establishing a single family office or do not see it as adding significantly more value than a multi-family office can provide.

As dispute resolution specialists we are often the first port of call for clients who have found themselves in particularly difficult situations.

Lou Pastina: We provide advisory services to clients who are having problems with their technology, compliance or strategy or all three.

Clients who are signing up for cryptocurrency transactions for the first time will not be able to use their BMO MasterCard credit card or their BMO debit card - upgraded to register.

Clients who use Ripple include American Express and Santander Bank, among others.

how financial advisors might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver.

They often give presentations and explain reports to clients who may not have a background in economics.

Your small business clients who suffer inventory shrinkage — whether it & rsquo; s from a natural disaster like Hurricane Harvey or Irma, or theft or simple mismanagement — must account for the event on their financial books.

Poehler and Kevin Hart are among Becky's other clients who are standing by him.

He is focused, not on how much he can make, but how effectively he can serve his business clients who aspire to being premier servant leaders.

As you grow your following and reputation, you'll build a referral network of happy clients who can help to refer you future business.

Do you have clients who want to know their search engine positions at all time?

Clients who wish to provide feedback on the way MaRS provides services to people with disabilities can do so through e-mail, mail, in person or by telephone.

The Institutional Client Services segment serves clients who come to buy and sell financial products, raise funding, and manage risk.

Most alternative investments on the AI platform are sold on a private placement basis to eligible clients who must be Accredited Investors and / or Qualified Purchasers depending on the requirements of the specific investment.

We often get clients who are looking for a link building company to get their content the links it deserves.

Follows Microsoft and IBM in chase after enterprise clients who want to build next - gen blockchain - enabled applications

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.

We're as transparent as possible about it: you pay 0.5 %; that goes down to 0.4 % for Wealthsimple Black clients who have invested at least $ 100,000 with us.

More so to clients who urgently need cash for an emergency.

The DOL fiduciary rule has provided an impetus for change in much of the financial planning world — and the variable annuity marketplace is one area that may be evolving in such a way that the new fee - based products may actually add value for clients who are interested in variable products.

The Copy Critique service is ideal for clients who want a «second opinion» on a piece of copy, or who need new ideas to inject life into an existing sales letter or landing page that's no longer working.

We have the experience and contacts to facilitate international real estate transactions and to assist clients who wish to buy Canadian real estate from abroad.

I can't tell you how often we encounter clients who've been essentially extorted by their web design firms over their domain names — sleazy firms will require a «transfer payment» to give over control of the domain, sometimes $ 500 or more.

I'm looking for a binary options broker that offers 60 second binary options without a limit on how much I can invest in a single trade to American clients who do you recommend?

At Anago, we clean every type of commercial property: facilities sizing from 1,000 square feet up to 200,000 square feet, businesses with off hours during the day or night, and serve clients who need cleanings from 1 - 7 days a week, including a daily porter service.

For clients who want their principal back, she might use this product for that chunk of the money, choosing the bucket that guarantees no loss.

We proudly serve 12 counties in Southwestern Ohio and Northern Kentucky with clients who are some of the most recognizable companies in our marketplace.

We proudly serve 6 counties in the Greater Columbus Area with clients who are some of the most recognizable companies in our marketplace.

I write for a living for clients who pay really well, so I'm not interested in side writing jobs for ridiculously low pay (I mean $ 5 for a blog post, seriously?).

They also will likely encounter personnel issues with employees and be forced to work with customers or clients who are less than polite at times, so they must be able to be polite while standing their ground.

«For the first time we are starting to be asked by clients who think they have got a threat of this litigation what the likelihood and the probability of it is,» said Mr Wilder, The Australian Financial Review's Best Climate Lawyer for 2018.

If your brand isn't coming through, you're potentially missing out on clients who want to align themselves with a company like yours.

For clients who prefer to manage their own portfolios, Leith Wheeler Investment Funds offer a comprehensive set of solutions for investors seeking growth, income or balanced portfolios.

I don't attend many of these industry events, but it is fun to attend them occasionally, as I got to meet with a few Saber Capital clients who live in the NYC / NJ / Philly area as well as other -LSB-...]

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