Sentences with phrase «financial research service»

According to Moebs, the financial research service, the average checking account balance is around $ 5,500.

Not exact matches

There are approximately 200 alternative lenders in the U.S., according to financial services research firm Barlow Research Associates, roughly half of which are dedicated exclusively to businesresearch firm Barlow Research Associates, roughly half of which are dedicated exclusively to businesResearch Associates, roughly half of which are dedicated exclusively to business loans.
The rise of companies like Uber and Instacart is only part of a larger trend in the ways Americans work, away from full - time employment and toward «contingent» freelance jobs, according to a new study by financial services company Intuit and consulting firm Emergent Research.
Orcam is a financial services firm offering research, personal advisory, institutional consulting and educational services.
Their research also found that industries such as financial services, healthcare and manufacturing experience the highest level of attacks given that they have massive financial assets, a rich vein of personal data to be tapped, and physical inventories that hold significant value.
As far as the financial services industry and virtually all the exhaustive research is concerned, meeting retirement needs means replacing a percentage — the most commonly cited figure is 70 % — of earnings during your working life.
The minimum spread at which a bank would be willing to offer five - year mortgages is about 140 basis points, says Ohad Lederer, a financial services analyst at Veritas Investment Research.
According to research by PwC, 72 percent of leaders in financial services see a skills gap as a threat to growth.
Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
The financial services research firm KBW estimated roughly $ 800 million in losses to the book value of Berkshire Hathaway (brka).
Research from financial services firm Dalbar can tell us how much.
Kim Peters and Tabitha Russell are vice president and certification program manager, respectively, at Great Place to Work, the longtime research partner for Fortune's annual list of the 100 Best Companies to Work For and other best workplaces lists, including the Best Workplaces in Financial Services & Insurance.
Ryan Schoen, senior financial services policy analyst at research firm Washington Analysis, said he thought six months ago that a bitcoin futures - based ETF would likely launch in the first quarter of 2018.
Brian Gardner, an analyst at the financial - services research firm KBW, said that would be incredibly difficult.
FactSet Research Systems 100 Best Companies rank: 89 The financial services company based in Norwalk, Conn. has an employee stock purchase plan that provides its workers with a 15 % discount.
The non-sponsored content contained herein has been prepared by a writer (the «Author») and is fact checked and reviewed by a third - party research service company (the «Reviewer») represented by a credentialed financial analyst [for further information on analyst credentials, please email [email protected].
Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading, prime brokerage, global clearing and commission management services through its two business segments: Cowen Investment Management and its affiliates make up the Company's alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company's investment bank segment.
Here are some very telling facts, drawn from thorough research done in 2011 by an outside, objective team of analysts for a multimillion - dollar producer in the financial services field who markets to modestly affluent to very affluent boomer and senior clients.
«There's a whole lot of upside and security advantages to mobile devices,» says James Van Dyke, president of Javelin Strategy and Research, a financial services researResearch, a financial services researchresearch firm.
Morgan Stanley's analysts also wonder if this new world of cheaper financial services doesn't also spell doom for their own research.
But having an eccentric title was fitting to the company's profile, said David Koning, a research analyst for the financial services firm Robert W. Baird.
«For some time, the Internet has been aggregating people in communities,» says Chris Musto, director of financial services and an analyst at Gomez Advisors Inc., a research firm in Lincoln, Mass., that focuses on Internet commerce.
says Mike Moebs, founder and CEO of Lake Forest, Illinois - based financial research firm Moebs Services.
«It will be interesting to see if [Lending Club] can sell these for what they think they can get,» says Christine Pratt, a senior analyst for Aite Group, a financial services industry research company.
Financial services firms are spending a lot on their own research on social entrepreneurs and impact investing.
Khan's career has taken him from an investment - banking job at ING Barings, the Dutch financial - services firm, to conducting sell - side research at JPMorgan and eventually running the technology banking franchise at Credit Suisse.
63 percent of all consumers looking to buy financial services now research online but only 33 percent actually buy online.
For example, we have directors who draw on their multinational business experience; those who bring entrepreneurial perspectives; those who have been devoted to academic, research, government service, and philanthropic endeavors; and those who lead financial institutions, to name a few.
The C.D. Howe Institute's Financial Services Research Initiative is a multi-year program organized by the Institute to report and advise on financial sectoFinancial Services Research Initiative is a multi-year program organized by the Institute to report and advise on financial sectofinancial sector policy.
We operate in North America and Europe, providing institutional & private investors and financial services companies with research, equity sales & trading, capital raising, and strategic advisory services.
We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovation, and the strength of our execution capabilities.
«We are very concerned that Remington will be unable to refinance debt that comes due in April 2019 given its weak operating performance and high financial leverage,» Kevin Cassidy, a Moody's Investors Service Inc analyst, wrote in a research note last month.
Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.
«More than two years after the financial crisis, we believe the U.S. financial services sector is poised to shift toward capital deployment from capital accumulation in 2011,» wrote Keefe Bruyette & Wood's North America Equity Research team of analysts in a 2011 finance - sector outlook published in December.
More than 180 financial services companies and institutional investors subscribe to oekom's sustainability research for the selection of securities for mutual funds, segregated accounts, and asset management mandates.
Prior to joining City Capital, David was an Investment Banking Analyst at BB&T Capital Markets in the Aerospace, Defense & Government Services Group focusing on providing financial and strategic analysis, valuation, industry research, due diligence and preparation of comprehensive client marketing materials.
This area covers the impact of regulatory and other policies, such as taxes and subsidies and competition policy, on specific economic sectors (except those covered by the Institute's natural resources or financial services research), on consumers, and on the overall state of competition in Canada.
As an experienced partner of institutional investors and financial service providers, oekom research identifies those equity and bond issuers whose businesses exercise a high level of responsibility towards society and the environment.
Nearly 80 % of the country's population does not have access to banking services, according the international research agency, Enhancing Financial Innovation and Access.
Ms. Karmen started her career in financial services at Optima Fund Management in the Research and Marketing Department.
The agreement will also provide improved access in areas such as financial, professional, architectural and engineering, research and development, environmental, construction, and transportation services.
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MSA has provided its proprietary technical research services to financial and asset management clients continually since 1992.
«From all research we've done in the past several weeks, The Vancouver Board of Trade is the first and only business organization of our kind in Canada — possibly across North America — to have more women on our board of directors than men,» said Manning, who also serves as Regional Vice-President of Commercial Financial Services at RBC Royal Bank.
Many of our competitors have significantly greater financial, technical and human resources than we have and superior expertise in research and development and marketing approved services and thus may be better equipped than us to develop and commercialize services.
Over the next decade, as many as half of all U.S. bank branches could still disappear, according to Keefe, Bruyette & Woods, a financial services research firm.
Services Advisory Assurance Attest Services Audit, Reviews & Compilations Employee Benefit Plan Audits Internal Audit Services International Financial Reporting Standards (IFRS) IT Audit Services SEC Services SOC 1 and 2 Services Statutory Financial Audits Tax Accounting Methods Cost Segregation Estate Tax Credits Executive Compensation Federal Corporate Tax Generational Wealth Planning International Tax Mergers & Acquisitions Real Estate Research & Development Tax Credits Sales and Use Tax State & Local Tax Tax Accounting Tax Reform Transfer Pricing Business Support DHG Search DHG Staffing Forensics Commercial Damages Digital & Computer Forensics Domestic Matters Fraud & Corporate Investigations Personal Damages Healthcare Consulting Alternative Payment Models Center For Industry Transformation Points Beyond Blog CFO Advisory Bundled Payment Models Clinical Documentation Improvement Enterprise Intelligence iluminus Reimbursement Revenue Cycle Senior Living Strategy Physician Enterprise Optimization International Services Chinese Business Services Japanese Business Services Investment Management DHG Agency DHG Wealth Advisors IT Advisory Retirement Plan Administration Risk Advisory Finance & Process Transformation Internal Audit & Compliance Regulatory Services & Risk Management Technology Services Transaction Advisory Valuation Services Financial Reporting Healthcare Valuations
Jack is a former Financial Advisor and current CEO of GEM Research Solutions, a leading market research firm focused primarily on the financial services Financial Advisor and current CEO of GEM Research Solutions, a leading market research firm focused primarily on the financial services iResearch Solutions, a leading market research firm focused primarily on the financial services iresearch firm focused primarily on the financial services financial services industry.
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