Sentences with phrase «financial advice service»

Prudential Financial Planning offers a professional face - to - face financial advice service.

It's essentially a free financial advice service helping users to build a portfolio that is right for them with experts who then monitor and trade as market conditions change.

But the IPPR believes this is only possible if an independent financial advice service for older people is established.

Not exact matches

In many instances, involvement with a corporate incubator also can mean sizable financial assistance and professional services (such as legal advice) worth big bucks.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

Some start - ups think the answer is customized financial advice and business services.

The company provides free online resources to help readers manage money, including articles and advice on budgeting, investing, and money habits, as well as paid financial planning services.

A robo advisor is an online wealth management service that provides automated, algorithm - based portfolio management advice without the use of human financial planners.

Listed under: ESOP Administration and Repurchase Obligation Consulting, General ESOP Consulting, Equity Compensation Administration, Equity Compensation Brokerage Services, Equity Compensation Plan Design, Financial Advice for Employees with Equity Compensation

Listed under: Equity Compensation Administration, Equity Compensation Brokerage Services, Financial Advice for Employees with Equity Compensation, Workplace Communications, Employee Education, Equity Plans in a Non-U.S. Country, Equity Plans for Multinationals

Whether you're looking to commit to a 36 - month lease with lower monthly payments, or want to finance a loan to own the vehicle in the future, they're at your service to provide strong advice based on your financial landscape.

Our investment tools and services help meet the needs of a broad range of investors — from the novice, first - time investor to someone looking for the ongoing advice of a financial professional.

Another option would be to see if your plan has an advice service, where you can get individualized advice for your specific time frame and financial profile.

BankBazaar's Isac explained how the financial services platform chose to avoid high cash burn, which went against the advice of a prospective investor who insisted they burn more to increase their top - line in order to avoid financial distress.

But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.

Specialized Trade Finance professionals work collaboratively across Transaction Banking within RBC Investor & Treasury Services and RBC's Business Financial Services teams, providing advice and tailor made solutions to commercial, corporate and correspondent bank clients to help make them competitive and successful in the marketplace.

Titled, «From Hype to Reality: Developing a Pragmatic Approach to Blockchain in Financial Services,» Finextra offers good advice for these trying times: keep calm and carry on.

We make sure you know the fees for our services from the outset and that you have information about the value of our financial advice.

In one of its Financial Services Policy updates, Google has decided to ban advertisements promoting cryptocurrencies and the related content which includes initial coin offerings (ICOs), cryptocurrency exchanges, cryptocurrency wallets, and cryptocurrency trading advice, starting from June this year.

Since 1988, its focus has been on helping promising start - up technology companies to successfully bring their business into the marketplace by providing office and lab space, financial help, business and technology services, and expert advice.

Jones & Roth offers its clients a unique, in - house Oregon Estate and Trust Services Team that can provide accounting, tax planning, financial planning, investment advice and insurance analysis all under one roof.

Wealth Logic, LLC is a Registered Investment Advisor providing fee - based investment advice and financial planning services.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

Cumberland Advisors also provides financial advisory services to state and local governments and furnishes advice with respect to investments.

Links on this website to appearances and articles by Richard Bernstein, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective investor in consultation with his or her own financial adviser and in light of his or her own circumstances, including the investor's investment horizon, appetite for risk, and ability to withstand a potential loss of some or all of an investment's value.

DOL notes that like the FAQs issued on Oct. 27 on the Prohibited Transaction Exemptions, the FAQ for advisors focuses particularly on specific technical questions raised by financial service providers, and it is limited to investment advice concerning plans covered under the Employee Retirement Income Security Act, IRAs and other plans covered by Section 4975 (e)(1) of the Internal Revenue Code.

The Toronto Stock Exchange's pioneering TMX division is partnering with Paycase Financial to launch a special brokerage service that will provide data and investment advice for investors about cryptocurrencies, including bitcoin and ether.

is partnering with Paycase Financial to launch a special brokerage service that will provide data and investment advice for investors about cryptocurrencies, including bitcoin and ether.

There is no question the Fiduciary Rule will hurt the bottom line for many financial service companies that profit from conflicted retirement plan investment advice — possibly reducing their revenue by as much as $ 17 billion per year!

This technology is like a «robo - analyst» that does the grunt work (analyzing financials and footnotes in thousands of SEC filings and building models) and frees the adviser to service clients... with high - integrity, fiduciary - duty - fulfilling advice.

Your personal financial situation is unique, and any information and advice obtained through the Service may not be appropriate for your situation.

An advocate of MDRT's Whole Person concept, he is the founder of a family - owned financial planning firm, Green Financial Advice, in London, and has nearly two decades of financial services exfinancial planning firm, Green Financial Advice, in London, and has nearly two decades of financial services exFinancial Advice, in London, and has nearly two decades of financial services exfinancial services experience.

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

This philosophy is further reflected in our commitment to offering independent, unbiased advice that is untainted by conflicts and cross-selling that arises with institutions with broader and more varied financial services and product offerings.

Morgan Stanley Smith Barney LLC («Morgan Stanley»), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not «fiduciaries» (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley.

We serve both established and emerging participants in this space, providing transactional, regulatory and strategic advice to private equity and venture capital firms, asset managers and funds, broker - dealers, banking institutions, start - up companies, lending platforms, payment companies, trading systems, technology companies, financial services providers, virtual currency companies, and card issuers and networks.

Nothing on this website shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction.

The financial services industry is understandably focused on investing and giving investing advice, but talking about a portfolio that underperforms the S&P 500 often is missing the bigger point.

Stout's investment banking team specializes in providing mergers and acquisitions advice, private capital raising and other financial advisory services.

About John Hancock and Manulife John Hancock is a division of Manulife Financial Corporation, a leading international financial services group that helps people achieve their dreams and aspirations by putting customers» needs first and providing the right advice and sFinancial Corporation, a leading international financial services group that helps people achieve their dreams and aspirations by putting customers» needs first and providing the right advice and sfinancial services group that helps people achieve their dreams and aspirations by putting customers» needs first and providing the right advice and solutions.

Upon returning to the workforce, Cheryl took the steps necessary to become a licensed financial services professional and quickly realized the vast majority of current and prospective retirees did not have access to the advice and resources required to make an educated decision on, what in most cases, will prove to be one of the most critical financial decisions they'll ever make; when and how to claim Social Security retirement benefits.

Triebel is optimistic that the U.K.'s so - called «advice gap» — in which investors can not or will not pay fees associated with financial advice — presents an opportunity for Wealthsimple's lower - cost robo - advisor service.

Over the past few year, financial - service companies have realized that their costumers want objective advice, so they

Fee - only financial advisors provide advice and ongoing services for transparent fees, but many advisors are paid to sell you investment products for big commissions.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

With $ 1.4 trillion in client assets as of April 11, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full - service financial advisors and 3,350 licensed bankers.

Parents or spouses who visit the centre sit first with an adviser, who hears their story, and then directs them to the services needed — mediation, collaborative divorce, addiction treatment, financial advice or parenting support.

People who used to sell their services - be it consultancy or financial advice - in one country will be unable to do so in another.

A4e's holistic approach incorporates comprehensive support services, including; health, nutrition, technology access, motivational courses, and financial advice.

«The government is committed to ensuring that customers have access to free and independent debt advice, and that the financial services industry pays their fair share to provide this advice,» a Treasury spokesperson says.