Sentences with phrase «for clients their money»

For the client money disclosure benchmark for OTC CFD providers.

Linklaters client account interest policy for client monies held in the London office client bank accounts.»

Advising an FSA - regulated brokerage business on FSA enforcement proceedings in circumstances where the FSA alleged our client had failed to secure an appropriate degree of protection for client monies

Not exact matches

This is all in the interest of saving time and money and increasing the speed and responsiveness of their businesses to client requests for information as well.

So until some clients put up money for them to run another exercise, neither Cann nor Priiva's Gerry Sullivan would offer any predictions.

Contractors routinely go back to their clients with demands for more money to cover unexpected complexities in the building process; Gillam has set up rigorous risk - management systems to provide more accurate cost estimates.

One of the greatest challenges of providing credit terms is that you could run out of money while waiting for clients to pay invoices.

The debate as to whether traditional PBMs save money for clients has propelled the rise of a renegade group of relatively small, so - called transparent PBMs.

Express Scripts vehemently insists it saves money for clients and that the vast majority are satisfied with its service.

Mark is a director at UK - based chartered accountants Horner Downey & Co., established forty years providing sound advice and value for money services to a wide range of clients.

Mark is a director at Horner Downey & Co., UK - based chartered accountants established forty years providing sound advice and value for money services to a wide range of clients.

Despite the extra time, effort and money required on your part to «repair damage,» your client still went through a situation they didn't bargain for.

Sepeti says she and Ken built enough of a client base during their part time days to support the business, but they didn't have any money for advertising.

This means reaching out and engaging the client, looking for ways to help them, save them money and educate them about new products and services.

Former Patersons Securities WA state manager Lewis Fellowes has been charged with using nearly $ 1.6 million in clients» money for his personal use, and could be looking at up to 12 years behind bars.

But at the end of the day, many of them work for firms that have a vested interest in making as much money as possible for themselves and their shareholders — not for you, their client.

So, our dentist here ought to spend double the money, putting in two ads; one with a «smiler whitener» hook to attract the (yellow teeth - ed, at least in their own mind) new clients, and a separate, ad for those with a toothless grin, who want to have teeth so they can look good in pictures at the upcoming wedding of the grandkid whose finally settling down... well some of the toothless anyway.

According to Reuters, the gender imbalance «poses challenges for an industry looking to run more money from female clients.»

The more data that customers store in data centers operated by the cloud giants, the more money these cloud companies can make, especially if they charge extra for crunching that data for clients.

I've yet to see any of my clients get approved for a loan without putting some of their own money up.

Terri Levine, a business mentoring expert, explains on QuickBooks, that she advises her «clients to collect all outstanding debts quickly, decrease prices by 10 to 15 percent, think about refinancing or borrowing money, offer customers discounts for prompt or upfront payments, and reduce costs by eliminating unnecessary overhead.»

The new systems required to monitor advisors and produce better disclosures for clients will cost a lot of money — some of which will almost certainly be passed along to consumers.

Rose - Martel put out a report in January predicting Gildan would do well in the new era of tougher Chinese competition, and she made some money for the clients who followed her advice.

Diagnostics Biochem Canada has therefore learned to alter what clients get for their money depending on local needs.

But employees in the finance industry — especially those who manage money for clients — are judged in part on their character.

For clients who added money after 2014, helping Pershing Square's portfolios grow to roughly $ 20 billion, the story could be more nuanced.

Kurtz brings together eight to 15 clients for conversations that focus on questions like: How do you feel money influences your life?

If you're focused on only making money for yourself, then you can not be focused on creating that value that you need to attract clients and potentially make a profit.

After a slow and grudging response to the initial revelations, Cameron finally published six years of personal tax returns at the weekend, and for good measure Monday promised new legislation to make companies criminally liable if they fail to stop their employees laundering money on clients» behalf.

There will be no severance pay, and the deal did not include any renumeration for clients, like me, who have lost their money.

Wall Street firms collect money from their clients and, for a fee, facilitate the placement of that money into global business.

Save your money for a brand that understands the importance of a diverse client base.

You can generate real clients and real money for your company on Periscope if you do it right.

I spend a lot of time talking clients «off the ledge» when they'd like to move all of their money into one outperforming asset class, place a large bet on hedging strategies for a pending correction they see coming or suddenly want to get out of the market altogether and «drop anchor» for fear of pending scary dives in the markets.

That information sharing saves money for U.S. Energy's clients, increases the company's total revenues (some of which come as a percentage of any savings the company secures for the client), and, by extension, boosts the size of the profit - sharing bonus.

As for search marketing, in which marketers invest untold sums of money, time and energy to stay at the top of search engine results, it has one very severe flaw: It requires potential clients to actually be in search of the marketers» product or service.

«We think that we've made money for our clients for 40 years» by being boring.

Harmon thinks Heenan Blaikie's demise has woken up Canada's consulting professions to the fact that no institution or practice is immune to clients» push for «new ways to deliver value for their money.»

Bogle told those assembled that he has been an advocate for «a federal standard of fiduciary duty, the duty of everyone who touches «other people's money» (OPM) to place the interests of [their] clients above [their] own interests» and that he supports the proposed Department of Labor broker fiduciary duty standard.

Smithmier admits that it's a lot of time and money to shut down the client work for a day, but the team sees and appreciates the investment and find it very re-energizing.

Clients shopping for SEO services can save themselves time, headache and money by asking the following simple questions:

When he ran the numbers for one client, Tallal calculated that putting away money early would result in significant savings: «By starting when his two children were infants and setting aside about $ 6,500 a year for each child, the business owner would wind up spending nearly $ 400,000 less.»

A mutual friend connected him with Connor O'Brien, a Wall Street veteran who had moved to Montreal to manage money for private clients at his own firm, Stanton Asset Management.

For Rose Swanger, a CFP and investment advisor with Royal Alliance Associates, one client has made three unwise money moves in the last year alone.

And while that may seem like a self - indictment of sorts, Fink says he and his firm have long been looking for ways to enhance the money management experience for clients.

Unlike the traditional financial services model, which prioritizes wealthy clients, WiseBanyan doesn't make money based on the size of a customer's account; instead the startup will charge for additional, a la carte services.

He argues that everyone uses money for different purposes — from facilitating adventure to serving their community to supporting their family — yet most financial planning assumes clients have one of two possible goals: preparing for retirement or accumulating more possessions.

However, under the Cambridge Life contract, it isn't obliged to contact creditors until clients have at least enough money saved for a settlement.

Morgan Stanley's far - flung stockbrokers, who manage money for individual clients and prefer to be called financial advisers, now contribute almost as much to the bottom line as the bankers and traders who long counted themselves as Wall Street's blue - blooded elite.

I instruct my clients to collect all outstanding debts quickly, decrease prices by 10 to 15 percent, think about refinancing or borrowing money, offer customers discounts for prompt or upfront payments, and reduce costs by eliminating unnecessary overhead.