Sentences with phrase «critical of their financial advisors»

We've found that women are much more critical of their financial advisors than men and as a women's wealth grows her level of satisfaction with her advisor decreases.

Not exact matches

The alert noted that in a recent SEC Office of Compliance Inspections and Examinations study of 75 financial firms, 5 percent of broker - dealers and 26 percent of advisors and investment funds did not conduct periodic risk assessments of critical systems to uncover vulnerabilities, potential business consequences and other cybersecurity threats.

The issue is so pressing in the wake of WannaCry that on May 17 the Securities and Exchange Commission issued a cybersecurity alert for broker - dealers, financial advisors and investment funds that stressed both the importance of undertaking penetration tests and vulnerability scans on critical systems and the necessity of upgrading systems on a timely basis.

But the kind of whole life policies I'm talking about differ in two critical ways from the kind most financial advisors know about:

This is also a critical moment for those who desire a true profession for investment and financial advisors, bound together under a bona fide fiduciary standard of conduct.

And at the same time the financial advisor that is critical of a LIRP is likely to show mutual fund rates of returns that are almost double that of a LIRP.

Most financial advisors that are critical of permanent life insurance like to compare term vs whole life insurance to shock the reader into a state of disbelief.

Consult a financial advisor or licensed insurance expert for help in deciding if critical illness insurance makes sense as part of your financial protection plan.

That experience and his 10 years as an engineer designing processes brings a level of critical thinking and detail that made him an ideal candidate to be a founding staff member and Financial Planner with Pure Financial Advisors.

Those that are critical of life insurance, typically financial advisors who are pushing 401ks or mutual funds, will be quick to say that a 7702 plan isn't really a «plan» in the same sense as a 401k is a plan.

The Group's storm ® platforms provide «mission - critical communications» to a blue - chip client base of utilities, travel, financial services and retail organisations, as well as government and public - sector bodies This announcement appears as a matter of record only Redwood Technologies Receives # 25m Minority Investment from Scottish Equity Partners Customer due diligence advisor to Redwood Technologies Group: Technology due diligence advisor to Redwood Technologies Group: Legal advisor to Scottish Equity Partners: Legal advisor to Redwood Technologies Group:

Consult a financial advisor or licensed insurance expert for help in deciding if critical illness insurance makes sense as part of your financial protection plan.

Insurance agents, financial planners and investment advisors interested in learning more about selling critical illness insurance can access the online Learning, Marketing & Sales Center of the American Association for Critical Illness Incritical illness insurance can access the online Learning, Marketing & Sales Center of the American Association for Critical Illness InCritical Illness Insurance.

The financial advisor is critical to many parts of the life insurance settlement process — all of which revolve around the advisor looking out for the best interest of their client.

Those that are critical of life insurance, typically financial advisors who are pushing 401ks or mutual funds, will be quick to say that a 7702 plan isn't really a «plan» in the same sense as a 401k is a plan.

Most financial advisors that are critical of permanent life insurance like to compare term vs whole life insurance to shock the reader into a state of disbelief.

Most of the reputed insurance brokers employ advisors whose work profile is to help clients meet their financial goals by means of proper financial planning which would include Protection Planning (Life Insurance and Critical Illness Insurance), short term goals (building financial discipline), long term goals (saving for children's higher education or for one's own retirement), protection, etc..

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

In either case using outside experts such as accountants or financial advisors can come in handy as the equitable distribution of these assets will be critical to your future sustainability.