Sentences with phrase «first as a financial advisor»

«I've dedicated the past 20 years of my life — first as a financial advisor and now as a financial educator — to providing objective financial advice to millions of Americans via my books, seminars and media appearances,» Bach said in a statement.

Not exact matches

WiseBanyan, for one, is billing itself as the world's first completely free financial advisor.

Enter: WiseBanyan, a two - year - old startup billing itself as «the world's first free financial advisor» — that means no management, trading, or balancing fees.

As co-founder at Cerulli Associates in the early»90s, he conducted some of the first research on fee - only financial advisors and the rise of indexing.

Mr. Robertson, president of Potomac Global Advisors, an international strategic and financial consultancy based in Washington, DC, announced that based on an internal market analysis, the U.S. arm of the company is prepared to invest as much as 50 million USD in the market, including 20 million USD in the first year.

Wells Fargo Securities served as First Eagle's and GSO's financial advisor.

bills itself as «the world's first free financial advisor,» and the company isn't lying.

RJ works as a financial advisor for John Hancock and Michele is a Registered Nurse First Assistant and very passionate fitness instructor.

Los Angeles, CA — July 27, 2015 — First Beverage Financial, the investment banking arm of First Beverage Group, today announced that it acted as the financial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies inFinancial, the investment banking arm of First Beverage Group, today announced that it acted as the financial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies infinancial advisor to Firestone Walker Brewing Company in its agreement with Duvel Moortgat to combine the two companies in the USA.

Suppose you were a financial advisor during the height of the financial crisis in the first quarter of 2009, and you presciently theorized that the market was bottoming as Federal Reserve policies and emergency U.S. Treasury rescue programs took hold to reestablish confidence in capital markets.

First Trust Advisors, the Fund's investment advisor, along with its affiliate, First Trust Portfolios, are privately - held companies which provide a variety of investment services, including asset management and financial advisory services, with collective assets under management or supervision of approximately USD90 billion as of 29 February, 2016 through unit investment trusts, exchange - traded funds, closed - end funds, mutual funds and separate managed accounts

Toronto - based INFOR Financial Inc. acted as financial advisor to First Asset on this traFinancial Inc. acted as financial advisor to First Asset on this trafinancial advisor to First Asset on this transaction.

That salesman who hides behind the «financial advisor» title but is selling whole life insurance gets paid a huge commission (as high as 75 % of your first years premium!!)

The broker named as the official advisor to a corporation on financial matters; has the right of first refusal on any new issues.

As a knowledgeable and experienced fiduciary - based, client - first financial advisor, Matthew uses a methodical and personal approach with his clients.

What to Expect from a Good Advisor As discussed earlier, a good financial advisor will be held to a fiduciary standard that requires him or her to puts the client's interests first.

WiseBanyan lets you trade ETFs for free and bills itself as the first free financial advisor.

Which is notable both that major investors now see the upside of «robo» platforms as expanding them back into human advisors, and also because if it works it could dramatically alter the landscape for 401 (k) rollovers by making those assets «advised» by a comprehensive financial planner before they ever become a rollover opportunity in the first place!

Self - described as the «world's first free financial advisor,» Wise Banyan charges no account management fees and has no minimum account balance.

This insight came to me over the last three years as I completed hundreds of hours of study to become, first, a licensed investment advisor and, then, to earn the Certified Financial Planner and Chartered Investment Manager designations.

In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»

GLG has hired David Solomon, former director of financial services at legal services innovator Axiom Global, to be GLG Law's first dedicated general manager, and David Perla, former president of Bloomberg BNA Legal and cofounder of legal - process outsourcing trailblazer Pangea3 (not to mention, Above the Law columnist), as senior advisor.

Financial advice can be a complex beast for even the most seasoned wolf of wall street, and one Aussie startup, described as Australia's first cloud based investment advisor, is here to help.

When buying a home, our agents see themselves as both a trusted financial advisor and your first neighbor.

RCAP said its independent broker / dealers currently operating within the Cetera Financial network will not be involved in the bankruptcy filing; therefore, the company believes firms such as First Allied, Summit Brokerage Services and VSR Financial, as well as the advisors and vendors involved will remain largely unaffected by the proceedings.