Sentences with phrase «consolidate your assets with»

The advisors that will win business are the ones who go out and pound the pavement, telling clients, «I'm going to be acting in your best interest, and I'm asking you to consolidate your assets with me.

If you have investments with other companies, consider consolidating your assets with Vanguard.

Not exact matches

With the sale of Seamark to management and Marquest Asset Management's purchase of the mutual fund business over the summer, Matrix consolidated those loans into a single $ 5 - million note from an unnamed Canadian lender.

Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment bank segment.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

James P. Gorman, President and Chief Executive Officer, said, «Morgan Stanley effectively navigated turbulent markets while consolidating our market share gains with Institutional clients and demonstrating resilience across the Global Wealth Management business as evidenced by record net new assets flows since the formation of MSSB.

The research indicates that the two most common reasons for rolling over were to «consolidate assets (24 percent of traditional IRA - owning households with rollovers) and not wanting to leave assets behind at the former employer (24 percent of traditional IRA - owning households with rollovers).

If you have some assets, you might consider borrowing against them with a secured loan to consolidate your debts.

With OSIsoft's software, this data is consolidated into one high - fidelity framework that ensures all monitoring and analytics applications work seamlessly, resulting in a multitude of benefits including optimized asset utilization, reduced operational costs, and improved worker productivity.

The Company prepares its consolidated financial statements in conformity with generally accepted accounting principles in the United States of America («GAAP»), which requires it to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of sales and expenses during the reporting period.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

Yes, you can add money to your IRA with either annual contributions or you can consolidate other former employer - sponsored retirement plan assets or IRAs.

Founded in 2006 by Perry Capital and Xerion Capital veteran Michael Rothenberg, Moab Capital Partners is a New York - based SEC - registered RIA with approximately $ 485 million in consolidated assets under management across hedge funds and other product offerings.

If we consolidate the stock and bond holdings, we are left with an 8 ETF portfolio that still closely maintains the stated portfolio structure and asset allocation of PRPFX and, as we will see below, has been highly correlated to the 14 ETF portfolio:

If we consolidate the stock and bond holdings, we are left with an 8 ETF portfolio that still closely maintains the stated portfolio structure and asset allocation of PRPFX and, as we will see below, has been highly correlated to the 14 ETF portfolio:

Problematically, though, these funds are spread across several different accounts with no consolidated approach to asset mix or management of the funds.

Icahn Enterprises (which currently has, on a consolidated basis, $ 22.4 billion of assets, including in excess of $ 13 billion in liquid assets, which are cash and marketable securities) made a legitimate offer to acquire your Company, and to be clear, we continue to be immediately ready to meet with you to document the transaction.

Fee discounts are calculated based on your total consolidated household assets in accounts held directly with Steadyhand, and are applied to each fund in which you own units.

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The sale of Capital Asset also included three VIEs established in connection with MBIA - insured securitizations of Capital Asset tax liens, which were consolidated within the Company's insurance operations in accordance with FIN 46 (R).

The sale of Capital Asset also included three variable interest entities («VIEs») established in connection with MBIA - insured securitizations of Capital Asset tax liens, which were consolidated within the Company's insurance operations in accordance with Financial Accounting Standards Board («FASB») Interpretation No.

The sale of Capital Asset also included three VIEs established in connection with the securitization of Capital Asset tax liens, which were consolidated within the Company's insurance operations in accordance with FIN 46 (R).

The Company consolidated two VIEs in the third quarter of 2004 and a third VIE in the fourth quarter of 2006 that were established in connection with the securitizations of Capital Asset tax liens and to which the Company provided financial guarantees.

Still, since I have our RRSP accounts with TDW, having the ability to contribute in - kind or swap assets between RRSP and investment accounts is a big advantage for consolidating accounts.

This agreement is in line with AccorHotel's stated strategy to streamline, consolidate and manage its asset portfolio whilst strengthening its economy and midscale segments.

We're hoping that other plans can consolidate their assets and liabilities with us.

«Whereas Captec on a stand - alone basis was troublesome financing, CNL, now with over $ 1 billion in assets, will get better access to financing and have the ability to expand and consolidate more of the industry.»

They are similar in many ways to asset - backed securities created in securitization, but remain on the issuers consolidated balance sheet (usually with an appropriate capital charge).

Further, Brookfield Residential has reached an agreement with Brookfield Asset Management to consolidate its two existing U.S. lines of credit of $ 225 million into one $ 300 million line at an interest rate of LIBOR plus 4.5 %.

Another REIT deal last year that consolidated assets in its particular space was RLJ Lodging Trust's merger with FelCor Lodging, a $ 7 - billion stock - for - stock transaction that created the third largest pure - play lodging trust.