Sentences with phrase «financial guidance services»

Parliament is presently considering the Financial Guidance and Claims Bill to bring together various free - to - client financial guidance services and transfer regulation of claims management services to the FCA.

Not exact matches

Its new Vanguard Personal Advisor Services — low - cost financial guidance provided by an online «robo» platform and a pool of 450 human certified financial planners — launched in May 2015 and, with $ 47 billion in assets, has easily surpassed trendy fintech startups like Betterment and Wealthfront.

These included updates on compensation - related regulations and guidance issued by the Board of Governors of the U.S. Federal Reserve System (Federal Reserve Board) and other U.S. federal banking regulators, the Financial Stability Board, the United Kingdom Financial Services Authority and other regulators around the world.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

In fact, the guidance issued by the Financial Crimes Enforcement Network (FinCEN) included this sentence, removing any doubt about whether the federal government was signaling that this activity can be conducted: «This FinCEN guidance clarifies how financial institutions can provide services to marijuana - related businesses consistent with their BSA obligationFinancial Crimes Enforcement Network (FinCEN) included this sentence, removing any doubt about whether the federal government was signaling that this activity can be conducted: «This FinCEN guidance clarifies how financial institutions can provide services to marijuana - related businesses consistent with their BSA obligationfinancial institutions can provide services to marijuana - related businesses consistent with their BSA obligations.»

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, and the company's previously disclosed review of strategic alternatives.

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.

Square (NYSE: SQ)'s stock sank more than 6 % ahead of the open after the financial services and mobile payment company's weak earnings guidance disappointed investors.

To help more small businesses achieve financial success, in 2014 Wells Fargo introduced Wells Fargo Works for Small Business ® — a broad initiative to deliver resources, guidance and services for business owners.

Specifically, the program will include: hosting of the entrepreneurial team in INTRASOFT premises, business and technology focused guidance and consulting compatible with the team's activities, offered by INTRASOFT staff, as well as business communication services and specialist consultancy services (on administration, legal and financial issues and human resources management).

As a special service to our professional partners, Edward Jones publishes complimentary educational brochures and quarterly journals on topics of particular relevance to legal and tax professionals who provide clients guidance regarding financial concerns.

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.

It's likely to be a strong investor acquisition and retainment channel for many platforms; especially so in financial services, individuals are sticky when they find a trusted source of guidance and education.

To help more small businesses achieve financial success, Wells Fargo introduced Wells Fargo Works for Small Business ® — a broad initiative to deliver resources, guidance and services for business owners.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

It is clear that as interest in issuing, marketing and participating in ICOs in the UAE develops, the guidance that will be issued by the relevant regulators will also develop so as to protect investors in ICOs and maintain confidence in the UAE financial services and securities market as a whole.

Apart from the Financial Crimes Enforcement Network of the US Department of the Treasury («FinCEN»), major US regulators such as the US Commodity Futures Trading Commission («CFTC»), Internal Revenue Service («IRS») and SEC, have yet to make official pronouncements or adopt rules providing guidance with respect to the classification and treatment of Bitcoins and other Digital Math - Based Assets for purposes of commodities, tax and securities laws.

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.

Governor Andrew M. Cuomo announced on Monday, April 25, 2016, that the Department of Financial Services has issued guidance to inform health insurers of their responsibility to provide health insurance coverage for maternal depression screenings.

The Department of Financial Services on Monday issued guidance to insurance companies seeking to bar discrimination against pregnant and postpartum women.

The Department of Financial Services has issued guidance to inform health insurers of their responsibility to provide health insurance coverage for maternal depression screenings.

The guidance issued by the Department of Financial Services was framed a reminder for those who hold a money transmitter license that they are required to implement oversight measures that are aimed at preventing and deducting efforts to defraud virtual currency.

With the help of Jewish accountant Itzhak Stern (Ben Kingsley), whom he procures for financial guidance, Schindler buys an enamelware factory and presses the inexpensive Jewish laborers into service.

THE NEED FOR CLEAR GUIDANCE The justification for leasing in schools appears to be irrefutable, if government guidance is clear and only reputable financial service providers aGUIDANCE The justification for leasing in schools appears to be irrefutable, if government guidance is clear and only reputable financial service providers aguidance is clear and only reputable financial service providers are used.

Grants Development Services provides leadership, guidance and support to MPS in developing its potential to garner financial and non-financial external resources in support of achievement and staff development.

In her testimony to the House Financial Services Committee on Tuesday, Fed Chairwoman Janet Yellen commented that with interest rates near zero the Fed must rely on such less traditional tools of monetary policy as forward guidance and asset purchases.

The guidance the individual investor receives from the financial services industry is mostly wrong or inappropriate for the long - term investor.

Our CUSO Financial Services, L.P. (CFS) licensed Financial Consultants can offer guidance for your asset rollover questions.

Golden Financial Services is Accredited and Certified with the International Association of Professional Debt Arbitrators (IAPDA) and the Association for Student Loan Relief (AFSLR)-- so you can count on accurate and instructive guidance on how to become debt free in the quickest time - frame.

In fact, fee - for - service financial planning and investment guidance doesn't even require a license if an adviser doesn't execute transactions or provide advice on specific securities with respect to an individual's particular situation.

If this website contains information regarding capital markets, financial instruments and / or other topics relevant for investments of assets, the exclusive purpose of this information is to give general guidance on investment management services provided by members of our group.

These services use algorithms to automate investing, manage individual portfolios and provide financial guidance.

Welcome to Santander Select Services: personalized banking and financial guidance designed around your goals.

Frost Bank also offers business services as well and offer financial advice and guidance regarding investments.

Fee that a mutual fund manager may pay to the individual or organization that sold the fund for providing services such as investment advice, tax guidance and financial statements to investors.

In addition, the FDC recommend that students investigate the organizations they may be considering paying for scholarship services, ask plenty of questions of the company, and talk to a guidance counselor or financial aid representative before spending money on these types of services.

Our members work diligently to put families first by providing top - notch advisory and outreach services, consumer - friendly education loans, and comprehensive assistance and guidance for borrowers experiencing personal hardship or financial difficulties,» said EFC President Debra J. Chromy.

The Cyprus Securities and Exchange Commission (CySEC) is taking another step in its efforts to make the financial services providers under its supervision more strictly adhere to its guidance.

When you want guidance to sort through your options for student loans consolidation and other student loan services, the financial professionals at American Consumer Credit Counseling (ACCC) can help.

That legislation, which passed the House Financial Services Committee by 34 to 26, would roll back 2013 guidance issued by the Federal Deposit Insurance Corp. that effectively banned banks from offering deposit advance products.

During your introductory consultation, we will answer your questions and discuss how our full spectrum of wealth management, financial advisory, and investment guidance services can help you toward achieving your long - term financial goals.

Whether you're thinking about how to pay for medical school, manage your finances during medical school, or determine your loan repayment options after medical school, with AAMC's FIRST (Financial Information, Resources, Services, and Tools) program you'll find unbiased, reliable guidance along your pathway to medical school and beyond.

COLUMBUS, Ohio --(BUSINESS WIRE)-- SubscriberWise ®, a leading provider of analytics driven subscriber decision management technology, announced today that the company president is offering his credit and policy guidance, suggestions, and expertise to Congresswoman Maxine Waters and the House Financial Service Committee as she and the committee evolve the «Fair Credit Improvement Act of 2014.»

More recently, financial regulators released guidance that debt service payments from all non-mortgage debt should remain below 12 percent of pretax income.

Whether you're already actively investing or just learning what options are available, find all the right pieces with guidance from a TD Bank Financial Services Representative.

We also assist high net worth individuals and accredited investors with comprehensive financial advisory services, strategic portfolio allocation, risk parity investment guidance and wealth management services.

These damages are strictly financial in nature and may include reimbursement of medical and funeral expenses, as well as the value of lost support, services, guidance, and prospective inheritance from the decedent.

Compensation may be claimed for loss of love, guidance and affection, loss of past and future financial support, loss of household services, loss of inheritance, medical, hospital and funeral expenses.

Minors or under - age children of the deceased may be entitled to recover damages for the loss of guidance, the loss of affection, the loss of financial support and the costs of the services that their parent routinely provided.

This Appeal decision provides important guidance on the meaning and effect of section 19 of the Financial Services and Markets Act 2000 («the Act»), and Article 25 of the Financial Services and Markets Act 200 (Regulated Activities) Order 2001 (SI 2001/544)(«the Order»).