Sentences with phrase «cost money management firms»

There are bound to be exceptional advisors at expensive mutual fund companies and terrible advisors at prominent, low - cost money management firms.

Not exact matches

After dusting off the fallout from that fiasco, which reportedly cost his former employer about US$ 100 million, Fink founded BlackRock's predecessor firm as a money manager focused on risk management.

The Brooklyn, N.Y., firm is establishing a web - based financial system that will offer free ATMs, automated money management, smartphone bank deposits and free online bill payment with what the firm claims are no hidden fees and far lower costs than traditional banks.

The growth of software - based asset management firms that help individuals minimize fee expenses, such as FeeX, don't even bother projecting potential returns for actively managed funds, instead pointing out to consumers how much money they can save on fees by investing in low - cost index funds.

Money is too powerful and the nonlawyer string pullers would demand financial coverage, not just for our current costs of (a) overhead, (b) income to the lawyer, and, if you are in a firm large enough to be subject to billing targets set by management / compensation committees, (c) return to the partners, but also (D) profits to the string pullers.

Sam Glover: Well and let's be clear, like most law firms needs can be met in a variety of ways and at a variety of price points and so there's nothing unethical about saying, «Hey you should use this on premise server based system that's going to cost a certain amount of money and make that IT consultant a lot of money,» and we're going to try to steer you away from this cloud based practice management software that doesn't make us any money, because they'll both meet your needs just fine.

Multidisciplinary Practices: The increasing number of multidisciplinary practices and the employment of non-lawyer professionals will continue to perform more of the administrative and quasi-legal services performed by law firms, but at lower cost, i.e., ancillary services, in private law firms of all sizes and specialties including human resources training outsourcing, real estate title services, wealth management services for money and investment management, etc..

* Is senior management fully committed to putting the firm's full resources behind disaster readiness testing, regardless of the cost in time and money?

While many large departments look to legal ops teams for efficiency and ideas for doing more with in - sourced resources that cost less money than law firms, that's a strategy that places their teams in direct competition with ALSPs, which can effectively demonstrate to executive management that they offer less expensive and more flexible outsourcing arrangements that provide more efficient, agile and effective solutions for cost conscious companies.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network