Sentences with phrase «fees associated with managing»

To cut down on the overall fees associated with managing your account, Personal Capital uses baskets of individual securities and ETFs to create a model portfolio.

Individuals who invest in mutual funds pay the fees associated with managing the fund, and also fees associated with selling and operating the fund and the firm.

The numerous fees associated with managing our money this way was also getting costly.

Not exact matches

ETHNews spoke with TD Ameritrade's managing director of futures and forex, JB Mackenzie, who addressed the fee structure, margin requirements, and risk tolerance associated with the cryptocurrency derivatives product.

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 (R) World (TM); risks related to the collection, storage, transmission, use and disclosure of confidential and personal information;

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.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Just make sure you are aware of all the fees associated with the funds you're investing in, as well as trade commissions and any expenses associated with managing and maintaining your account.

The Commonwealth Environmental Water Holder, supported by the Commonwealth Environmental Water Office, manages these water holdings under the same rules and pays the associated fees and charges as other entitlement holders do with respect to their holdings.

Securities indexes are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds.

Commissions, trailing commissions, management fees and expenses all may be associated with an investment in investment funds managed by Purpose Investments Inc..

And this estimate does not even include the many trillions of dollars managed by institutional investment managers outside of the mutual fund industry, nor the costs associated with brokerage commissions, transactions fees, custody fees, account fees, and other advisory fees.

Commissions, management fees and applicable sales taxes all may be associated with an investment in the exchange traded funds managed by Horizons ETFs Management (Canada) Inc. (the «ETFs»).

Mutual funds are professionally managed investments that have fees associated with their day ‑ to ‑ day administration and operations.

It may be because they're wary of the fees associated with certain annuities or they don't want to tie up a client's money in one or they know that diverting assets to an annuity means a smaller nest egg for them to manage (and thus lower annual management fees).

What's missing in the new reports are the fees paid to investment managers for selecting and managing the stocks and bonds in the funds, and the management fees associated with owning ETFs.

The incidents that attached to that title are analogised to those associated with fee simple titles: «the right to decide how the land will be used; the right of enjoyment and occupancy of the land; the right to possess the land; the right to the economic benefits of the land; and the right to pro-actively use and manage the land» (para 73).

This ethos, coupled with the leverage dynamic (with a smaller number of equity partners generating huge fees from supervising and managing junior lawyers) and chargeable hours model saw associates happily prepared to work all hours as they strived for partnership.

The payment processor cited fees associated with Bitcoin and questionable decisions relating to how Bitcoin has been managed as its reason for dropping support.

Those managing a successful career should consider memberships with networking organizations such as ExecuNet, offering a free associate membership or HAPPEN which offers an annual membership for a nominal fee.

The only costs associated with real estate crowdfunding are usually a fee of 2 % collected by the platform for managing all the documents and payments.

The Discipline Hearing Committee has further ordered that, in addition to ensuring that Mr. Lin no longer associates himself as a licensee or as an unlicensed assistant with the brokerage Lester Lin Realty, the brokerage and the managing broker, Jeffrey Fee, must take immediate steps to ensure that licensees associated with the brokerage are properly supervised as required under the Council Rules.

In addition, the Council has issued an order requiring the brokerage Lester Lin Realty, Vancouver, and its managing broker, Jeffrey Fee, to immediately cease permitting Mr. Lin from holding himself out as a licensee or an unlicensed assistant associated with the brokerage.