Sentences with phrase «focused on advisors»

For instance, Upside Advisor's platform came out of the gate last year exclusively focused on advisors.

Not exact matches

For example, an advisor could describe a philosophy such as a focus on long - term investing in a globally diversified portfolio and encourage choosing only low - cost exchange - traded funds, he said.

In an uncertain health - care policy environment, a complementary focus on biotech and managed care sectors can help advisors build an exposure covering both defensive and growth opportunities.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

Door - busting demand by aging baby boomers is leading financial advisors to build businesses focused solely on that demographic.

There are hundreds, if not thousands, of ways to claim Social Security, but married couples can focus on 10 to 15 major strategies, say advisors.

«The whole perspective of these robo - advisors is that you're really focusing on the forest on not focusing on the trees,» Hamza said.

A great CEO knows that you need to focus on the client first, and once you are in that strategic advisor role, it can help you expand your network and gain future clientele.

Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients.

«The vast majority of advisors will be focused on risk tolerance and asset allocation ranges; investing and rebalancing will be automated,» Beardsley added.

Professional financial advisors focus on low - cost investments, locate assets properly in taxable and tax - advantaged accounts, rebalance assets and help clients decide where to draw assets to meet spending needs.

Funds run by stock pickers would need to post at least a year of strong outperformance to rekindle the interest of advisors who are now more focused on costs, he said.

«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.

As its name implies, the network's advisors, scattered around the country, focus on Generations X and Y.

Ben Rabidoux is is an analyst at M Hanson Advisors, a market research firm, where he focuses on Canadian mortgage and credit trends and their implications for the broader economy.

As a result, robo advisors focus on passive index investing to generate the best returns.

But robo advisors focus on building an ETF portfolio because it is more diversified and easier with less disruption.

Signs of the changes percolating in the retirement market were everywhere on Wednesday at Dimensional Fund Advisors» first - ever conference focused on the defined contribution space, from the jokes DFA's David Booth told at the expense of the existing king of the retirement market, Fidelity, to the news of the investment product DFA is rolling out to serve as a combination default option and lesson in responsibility for employees who are the least engaged in their retirement planning.

Robert Rose, CMI's chief strategy advisor and head of consulting engagements, said these findings «seem to reflect something I'm seeing among clients, which is a focus on «personalization» and «targeting» and «real - time» usage of data to optimize experiences.

To protect themselves from lawsuits, advisors should focus on providing the level of service that participants are paying for, and consistently communicate with sponsors and participants to make sure they understand what they're paying and why, Weir said.

Most of the coverage of the SEC's recent proposal to replace the Department of Labor's Fiduciary Rule has focused on the different standards for brokers vs. advisors and the shortcomings of a disclosure - based approach to regulation.

«I am a registered investment advisor and focus on buying high quality dividend growth stocks to generate safe income for my clients.

Rather than mandating burdensome education and compliance costs for advisors, the SEC should focus on establishing standards for research that ensure all advisors have the information and analysis they need to fulfill the Duty of Care.

We think advisors and investors focused on prudent investment decisions should include analysis of fund holdings in their research process for ETFs and mutual funds.

First, I focused on how the advice and analysis of the accountants, advisors, and financial planners of hundreds of thousands of Canada's small business owners are in stark contrast to the assertions of the government, specifically including the prime minister and the minister of finance.

While our focus is on the individual investor, our dictionary is also perfect for others in the finance industry, including: financial analysts, advisors, accountants, real estate agents, financial planners, and more.

LearnVest is the account tracking program created by actual personal finance advisors, so the tools are focused on how you interact with your money and the psychology behind personal finance management.

At GHP Investment Advisors, we focus on «life wealth,» not just financial wealth, and that is different for everyone.

In 2003, Charles co-founded Parish Capital Advisors, a private equity fund of funds focused on small and niche private equity managers, and helped grow the business to $ 2.2 billion in assets under management before it was sold to the StepStone Group in 2012.

During their discussion on what's top of mind for advisors, Randy Conner, president of Churchill Management Group, noted that given the market turmoil, a «hyper - focus» of advisors» business should be on acquiring clients and building on those relationships — new and current ones.

In the December 2016 edition of our quarterly insights, we suggested that advisors prepare their clients to expect the unexpected in 2017 and focus on fundamentals.

Eva de Lera is an idea and concept developer, innovation strategist, and advisor focused on applying her diverse, multi-disciplinary background to help steer change in organizations interested in improving people's lives.

The viewpoint is catching on with advisors and consumers, but retirement research is still largely focused on the notion that individuals need to find a safe withdrawal rate for their retirement and then use that as a barometer to compute a wealth accumulation target in order to fund their desired retirement spending.

The purpose of this focus group is to gather advisors» observations on the ETF marketplace.

With the implementation date of the Department of Labor's fiduciary rule looming large in April, all attention has been focused on how financial advisors and their Financial Institutions are making adjustments to manage their compensation conflicts of interest, to avoid breaching the fiduciary's fundamental duty of loyalty to act in the client's best interests.

An ETF sponsor is looking for 30 advisors to participate in an online focus group to be hosted on APViewpoint.

Stuart Parnell is a managing director in Stormont Energy Advisors In addition to deal origination and M&A transaction management, Stuart focuses on the financial side...

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.

Pathstone Federal Street Advisors provides conflict - free investment consulting and wealth advisory services to a select group of clients, with a particular focus on complex multi-generational families and mission - oriented family foundations and nonprofit organizations.

In his related article on the survey results, ETF.com's CEO Dave Nadig shared that 53 % of advisors said the primary reason they focus on cost is because they have a fiduciary obligation to their clients.

In an emailed statement, Competition Bureau senior communication advisor Taylor Bildstein says, «The Commissioner of Competition remains focused on addressing TREB's appeal and achieving a timely remedy to fully address the concerns raised in his application.»

MaintenanceNet, a Carlsbad cloud - based software firm focused on maintenance contract renewals on technology equipment, said it has received a $ 12 million investment from Kayne Partners - the private equity arm of Kayne Anderson Capital Advisors of Los...

Most of the changes brought about by the fiduciary rule so far have focused on the Duty of Loyalty — ensuring that advisors don't charge excessive fees and avoid conflicts of interests.

Stance Capital, LLC is a Registered Investment advisor (RIA) with the Massachusetts Securities Division, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.

Our advisors are able to focus on delivering personalized, local service while backed by the support of our firm's vast network of professionals and advanced technology.

At PNC Capital Advisors, our focus is on our clients.

That means advisors have a tough job getting clients to focus on the difficult planning decisions.

We highly recommend consulting with experienced business advisors when embarking on your exciting journey into China, to ensure that you are well positioned to focus on your business growth rather than your anxiety about whether you have your chops in order.

Our strict focus on product services and standards allows advisors the flexibility to bring their unique value to clients through an array of investment choices, model portfolios and other value - added services, such as recordkeeping.

Since 2000, Bill has shared his time between working with non-profits and focusing on helping entrepreneurs either as an angel investor or advisor.