Sentences with phrase «developed by another advisor»

We can also provide a trustworthy second opinion and recommendations for improvements if you have a retirement plan developed by another advisor or provider.

Not exact matches

The fund developed by State Street Global Advisors debuts today.

According to an analysis tool developed by Global Governance Advisors, there are many situations where this is not the case (e.g. Encana and Manulife).

Remember to freeze your spending, confront your emotions by accepting that your urge to spend is not in your best interest, and then speak to a credentialed investment advisor who will help you develop a good strategy so that the money is there when you really need it.

Driven by the Hunter Centre for Entrepreneurship and Innovation, Team Hunter welcomes community entrepreneurs and industry experts as advisors, consultants and judges interested in supporting students in developing as entrepreneurial thinkers.

In responses to three subsequent consultations, issued in 2012 by the European Securities and Markets Authority («ESMA»), Canadian Securities Administrators («CSA») and the Corporations and Markets Advisory Committee of Australia («CAMAC»), Glass Lewis has consistently expressed the view that a market - based solution, in particular a code of best practices developed by proxy advisors, is the appropriate means to address the relevant issues raised in these consultations — namely conflict management, transparency of policies and methodologies and engagement.

The Approved: May 23, 2014 Committee is not required to assess the independence of any compensation consultant or other advisor that acts in a role limited to consulting on any broad - based plan that does not discriminate in scope, terms or operation in favor of executive officers or directors and that is generally available to all salaried employees or providing information that is not customized for a particular company or that is customized based on parameters that are not developed by the consultant or advisor, and about which the consultant or advisor does not provide advice.

By doing these activities, elite advisors develop the necessary skills that help them to master the «art form» of affluent sales.

By following our five - step process, your Edward Jones advisor can develop a financial strategy to ensure that you stay on track.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in - person intAdvisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in - person intadvisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in - person interviews.

An advisor can help minimize an investor's tax burden in two ways: first, by efficiently allocating assets between taxable and tax - advantaged accounts; and second, when the time comes to withdraw money by developing a tax - smart distribution plan.

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

program that lets kids and their adult caregivers learn about the park first hand by using fun, self - guided worksheets; the NewYork Historical Society, where she developed curriculum guides to help classroom teachers incorporate primary sources into their instruction; the American Museum of Natural History, where she developed a series of teacher guides for the Moveable Museum exhibits and several temporary museum exhibits; and MOUSE, a New York City based non-profit organization that works to train middle and high school students to initiate and manage technology help desks, where she developed curriculum and educational support materials for students, faculty advisors, and MOUSE trainers.

Led by graduate student Sandra Rincon and her advisor, Haluk Beyenal, professor in the Gene and Linda Voiland School of Chemical Engineering and Bioengineering, the researchers developed a unique biofilm reactor that recycles gasses and uses less water and lower light than typical reactors.

Farm advisors are generally employed by university cooperative extension programs and work closely with growers to develop research programs geared toward the farmer's needs.

The first review period for the K - 12 Computer Science (CS) framework - developed by Code.org, the Computer Science Teachers Association, and the Association for Computing Machinery, along with more than 100 advisors

The first review period for the K - 12 Computer Science (CS) framework - developed by Code.org, the Computer Science Teachers Association, and the Association for Computing Machinery, along with more than 100 advisors within the computing community - begins February 3 with the release of the high school (grades 9 - 12) layer of concepts and...

[2] These competencies are meant to serve primarily as: (1) a basis for self - evaluation by postdoctoral scholars, and (2) a basis for developing training opportunities that can be evaluated by mentors, institutions, and other advisors.

During these years, he and his advisor Tom Record developed Surface Racer, a program that is still supported by SBGrid.

The science and innovation behind our formulas, which are researched, developed, clinically tested, and reviewed by our esteemed medical board of advisors.

Developed by Dr. Helen Fischer, the main dating advisor for Chemistry.com, the.

The program supports 10 to 12 writers or writer / directors developing a fiction feature screenplay and includes a hands - on writing workshop, a screening of a recent Sundance film followed by an in - depth conversation with the filmmaker, and two one - on - one script feedback sessions with creative advisors.

Back in 2002 a group of educational travel companies came together and pioneered a robust verification scheme which featured an audit of all members every year by independent experts By measuring against a comprehensive code of practice that had been developed with, amongst others, health & safety experts, teachers» unions», head teachers» associations, outdoor advisors and top legal advice, the audit ensures all aspects of a company's business was examined, this includes worldwide health & safety management, financial security, consumer protection, fair terms and conditions and, for when it does go wrong, a commitment to independent arbitratioby independent experts By measuring against a comprehensive code of practice that had been developed with, amongst others, health & safety experts, teachers» unions», head teachers» associations, outdoor advisors and top legal advice, the audit ensures all aspects of a company's business was examined, this includes worldwide health & safety management, financial security, consumer protection, fair terms and conditions and, for when it does go wrong, a commitment to independent arbitratioBy measuring against a comprehensive code of practice that had been developed with, amongst others, health & safety experts, teachers» unions», head teachers» associations, outdoor advisors and top legal advice, the audit ensures all aspects of a company's business was examined, this includes worldwide health & safety management, financial security, consumer protection, fair terms and conditions and, for when it does go wrong, a commitment to independent arbitration.

Although these rules are most appropriate for educators at the building level, governing boards and central office personnel need to be aware of them in order to ensure school safety by developing sound policies in consultation with their legal advisors to better protect the safety of all students in their care.

By developing strong relationships with each individual student, the advisor is able to individualize this process.

The costs for the early phases of the Framework 2021 project were minimal; tasks were carried out by volunteers, including the CO ASCD Board members who managed the project, the teachers in the development group who developed the initial categories of the Framework, and other advisors to CO ASCD who assisted with project planning.

A Plan of Study that guides the student toward completing coursework appropriate for state certification is developed by the student and their faculty advisor.

Led by Michael Wolach, a teacher leader at JCTS and an Eskolta Fellow, the team of teachers and advisors explored ways to promote student empowerment and developed conferencing tools and structures.

The site was developed by Meredith Warshaw, special needs educational advisor.

They develop these skills by collaborating with advisors, mentors, and peers.

You want a fee - only advisor, whose only earnings come from charging you by - the - hour, and collect no commissions, help you develop a plan, don't want your money, and don't even need the passwords to your financial accounts.

By understanding your needs, your advisor can develop a customized financial plan.

This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan (s) or analyses for you.

An advisor helps minimize your tax burden in 2 ways: by efficiently allocating assets between taxable and tax - advantaged accounts and by developing a tax - smart distribution plan for withdrawing money in retirement.

According to our research, an advisor can help minimize an investor's tax burden in two ways: first, by efficiently allocating assets between taxable and tax - advantaged accounts; and second, when the time comes to withdraw money, such as for retirement, by developing a tax - smart distribution plan.

The Evil Within 2 is developed by Tango Gameworks that was founded in 2010 by Shinji Mikami who is known for bringing the terrifying atmosphere to the survival horror genre in the form of directing and producing Resident Evil in 1996 followed by retaining those creative roles in 1999 for Dino Crisis in addition to being involved in numerous other Resident Evil and Dino Crisis games in such capacities as producer, executive producer, designer, advisor and supervisor, while also directing the original remake of Resident Evil in 2002 and Resident Evil 4 in 2005.

Independent was conceived by Elizabeth Dee and Darren Flook and developed in conjunction with creative advisor Matthew Higgs and director Laura Mitterrand.

Steve Everley, senior advisor to Energy In Depth, connects the study to a 2012 conference in La Jolla, California organized by Naomi Oreskes and the Union of Concerned Scientists, where environmentalists met to develop a strategy for how to take down big oil companies.

In a statement issued by First Solar, the company revealed that it is working with financial and legal advisors to assess the potential sale of its stake, revealing that its future focus will be steered towards developing and promoting its new Series 6 module.

Ross Intelligence, which is backed by Denton's NextLaw Lab, is developing a legal advisor app which will be able to use natural law language questions using IBM's Watson.

Best for: Predicting multiple retirement saving scenarios and most in - person time One of three calculators offered by Edward Jones, the investing company recommends using its retirement savings calculator to garner a realistic estimate of your savings plan as a starting point; then, it recommends that you work with a financial advisor to develop an actionable plan going forward.

This statistic serves both as striking evidence of the emerging, investable opportunity and as a signal for caution in a rapidly developing space, a sentiment echoed in the high volume of inquiry received by the Global Advisors (Jersey) Limited team in Q2.

This resume cover letter generator has been painstakingly developed by professional careers advisors to be suitable for a vast range of different industries.

Policy Advisors work for governmental organizations by researching legislation impact, collaborating with managers, developing corporate strategy, creating policies and implementing various projects.

Developed and performed leadership role capacities outside of Operations title scope, as needed, such as marketing manager when determining best target criteria, sales coaching in overcoming customer objections revealed by inquiry, and technical advisor when meeting systems requirements impacting overall program quality and effectiveness.

Stay focused with a trusted advisor who will walk side - by - side with you to develop an easy to follow plan for action and accountability.

Client Data Analyst • Constructed and updated the new online financial platform, Enterprise Account Opening (EAO) • Developed user manuals and FAQ's for the EAO platform and conducted 20 training seminars for employees and clients • Analyzed and resolved system errors for EAO users and improved processes by 33 % • Supported customer service representatives to reduce financial advisor call times by 20 % • Successfully completed Merrill Lynch's Anti-Money-Laundering training program

Midwest Steel Blanking (Lombard, IL) 07/2004 — 08/2008 Director of Operations • Oversaw daily operations and management of 40 employees including 2 project managers • Served as an advisor to the President on all critical and strategic issues • Led presentations to banks, governmental agencies, potential investors, and large volume customers • Oversaw production, maintenance, quality control, and all other dealings with all outside vendors • Negotiated all insurance policies and contracts concerning account receivables and insurance related claims • Developed the ISO 9000 quality manual and OSHA safety awareness programs, training, and documentation • Trained future managers of the company in professional skills, managerial decision making, and business communications • Designed and implemented a new inventory control systems for managing raw - material and finished - goods • Ensured cost control limiting the direct expenses incurred and indirect impacts such as inefficiencies, downtime, and waste • Over a 3 year period, reduced the account receivables insurance premium from $ 55K to $ 13K / year • Renegotiated all other insurance contracts for better coverage and reduced premiums by 20 % • Reduced «outside parts manufacturing» cost by 50 % • Maintained the cost of all supplies at the 2004 levels • Instituted production reporting and operational data analyses for decision making • Reduced down time by 60 %, overall operation's cost by 4.5 %, and scrap generation by 3 % • Developed ISO 9001 quality manuals and handled external annual audits • Introduced safety procedures and training programs

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

The guide was developed by SRI International with essential guidance and input from senior advisors and national experts.