Sentences with phrase «financial adviser on»

You can find an independent financial adviser on the Money Advice Service website.

You can find an independent financial adviser on the Unbiased website, or for financial advisers based in England or Wales who are accredited as experts in separation on the Resolution website.

(You may want to seek advice from your financial adviser on this.)

Having a lawyer, a therapist, and a financial adviser on your divorce team is great.

KG commented: «Within this deal, Mazars acted as financial adviser on the buy - side for Verdane Capital, a Swedish based financial investor.

Consider asking advice from your financial adviser on how you can generate more savings or get better deals with your current mortgage and loans.

If you're not comfortable meeting a financial counsellor or financial adviser on your own, ask someone you trust to go with you.

Before you do anything, consult a financial adviser on the tax and social security implications, and speak to family and friends.

But those with more complicated situations and little financial expertise should seriously consider working with a financial adviser on an ongoing basis, or check in with a fee - for - service planner who will look at the big picture and make recommendations.

Financial advisers on the deal were Morgan Stanley for Bertelsmann and Citigroup Inc for HotChalk.

Lazard led the league tables for financial advisers on worldwide distressed - debt deals completed in 2012, followed by Blackstone Group, Moelis, Houlihan Lokey and Rothschild.

You should seek advice from expert financial advisers on passing your wealth to the next generation or inheritance tax planning.

The training was aimed to build a risk - aware culture and educate financial advisers on the key compliance requirements.

Full service firms often include certified public accountants (CPAs) or other licensed financial advisers on staff.

So today, I want to introduce you to Carl Richards, one of my favorite financial advisers on the planet.

You can check details about financial advisers on ASIC's financial advisers register at moneysmart.gov.au.

In our experience it is always advisable to have the lawyers and financial advisers on board simultaneously so that a legally viable structure could be achieved at the very outset.

His practice covers all areas of corporate finance work but he specialises in complex M&A transactions and joint ventures and regularly advises both quoted companies and their financial advisers on a full range of equity transactions including IPOs and secondary fundraisings.

The takeover speculation follows Neiman Marcus's announcement Tuesday that it's working with financial advisers on a review of its strategic options, which may include selling part or all of its business.

Not exact matches

«There is a recognition that too many of these targets were too aggressive and maybe having too much impact on the economy,» a government adviser told the Financial Times.

There are plenty of independent financial advisers out there who - unlike the banks - aren't intent on making more money flogging their own proprietary investment products.»

Tribune Media said last year it was working with financial advisers Moelis & Co and Guggenheim Securities on a strategic review.

Shares of the company, which owns a number of landmark titles including People, Sports Illustrated, and Fortune, climbed as much as 9 % Thursday on the news that it has hired Morgan Stanley and Bank of America as financial advisers.

FINRA, the regulatory body that oversees the financial advisory industry, maintains records on every adviser.

Before acting on information on this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

However, looking at DHS data on the arrest rate of illegal entrants at the Mexican border, Federico S. Mandelman, a research economist and associate policy adviser at the Federal Reserve Bank of Atlanta, and Andrei Zlate, a senior financial economist in the Boston Fed's Risk and Policy Analysis Unit, found the numbers have been plummeting.

To minimize the impact of fees on your own savings, choose index funds and ETFs over actively managed funds; if you plan to hire a financial adviser, calculate whether you'll save money by paying an hourly fee rather than an annual percentage of your assets.

Assuming you'll need a million bucks Many financial advisers will tell you it's impossible to retire without a million dollars in the bank, but the truth is that most Canadians retire on much less.

So if your business is on a fast - growth path, and you're looking for that next level of financial and strategic adviser in your business, don't just automatically promote your controller to that role.

Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

On March 28, after a seven - year investigation, the RCMP's commercial crime section filed criminal charges against three of the firm's principals: former CEO Daniel Potter, who built the software developer into a TSE - listed firm with a market value of $ 100 million at the height of the dot - com bubble; Halifax securities lawyer Blois Colpitts, 48, a former director and the firm's legal adviser; and Bruce Elliott Clarke, a 65 - year - old former broker with National Bank Financial.

But millions of Americans also work with financial advisers and stockbrokers on retirement savings, and there is a big difference between the two that retirement savers should know about.

Graduates from the first - ever City University of New York Startup Incubator Program, the Advyzr team has on - boarded advisers from firms such as IBM Worldwide, Credit Suisse Financial, and Google.

Financial adviser Joshua J. Sheats uses Radical Personal Finance to take you on a journey toward financiaFinancial adviser Joshua J. Sheats uses Radical Personal Finance to take you on a journey toward financialfinancial health.

On Wednesday, Joseph Swanson, senior managing director of Houlihan Lokey, financial adviser to Noble's senior creditors, had said the proposed restructuring was the only transaction on the table, so creditors were focused on getting it donOn Wednesday, Joseph Swanson, senior managing director of Houlihan Lokey, financial adviser to Noble's senior creditors, had said the proposed restructuring was the only transaction on the table, so creditors were focused on getting it donon the table, so creditors were focused on getting it donon getting it done.

On her advice, one of her orphaned nieces — with about $ 140,000 to invest — met with a Canaccord financial adviser.

The group recommended a financial adviser whom it kept on retainer — a resource that, courtesy of Booker's TEAM membership, would come much cheaper than a Big Five consultant.

To hear many investment advisers tell it, there's little reason to shift gears — regardless of what's going on in the various financial markets — as long as your long - term strategy makes sense.

While many financial advisers say you need a replacement amount of 70 % or more of your working income, research shows most couples get by comfortably on 50 % to 60 %.

You can borrow money against your retirement account under some circumstances, but financial advisers say such borrowers often struggle to get back up to speed on their retirement savings — in other words, their past over-saving leads to future under - saving.

«The really great financial advisers work with clients on «What's your life for?»

These commenters asserted that unless the Department took such an approach, it could be forced to grant a series of short extensions, which would produce serious frictional costs, protracted uncertainty (for advisers, financial institutions, and retirement investors), wasted expenses on interim and conditional compliance efforts, and unnecessary market disruption.

«James has never focused on being liked,» said Brian C. Pfeifler, one of Morgan Stanley's top financial advisers.

Additionally, after June 9, 2017 until at least January 1, 2018, financial institutions and advisers relying on the BIC Exemption and Principal Transactions Exemption to engage in covered transactions would have to satisfy only the Impartial Conduct Standards of those exemptions.

Last week, I posted news about the UK banning financial advisers from collecting commissions on mutual funds they sell, effective 2012.

NAB said on Thursday that MLC had more than 1200 financial advisers, ran the largest retail superannuation fund in the country, had $ 199 billion in assets under management and 3300 staff.

The beautiful interface will focus on connecting those who value professional advice to a team of the most qualified financial advisers, estate planners, tax attorneys, and career coaches.

Murray's twin brother, David, is also a financial adviser, and in 2006 the brothers published a book on personal finance: «Two For...

(The website of the company she started offers to trade on behalf of clients; neither Ms. Berwick nor the firm is registered as an investment adviser with the Securities and Exchange Commission or the Financial Industry Regulatory Authority.)

The excited voices on CNBC radio riveted financial adviser John Bacci's attention as he drove to Chestertown five years ago for a routine client visit.The stock market was in freefall that Sept. 29 after Congress rejected a $ 700 billion rescue of the...