Sentences with phrase «for different advisors»

If an investment firm has thousands of clients with similar objectives and risk tolerances, there's no particular need for different advisors of varying qualifications to construct and maintain thousands of unique portfolios for individual clients (which of course costs money and produces results of varying quality).

Not exact matches

CEOs who are master storytellers interweave these three key types of stories with slightly different versions for each audience - customers, team, investors and advisors — while looking to both the past and the future.

Last - minute changes to closing procedures are a red flag — especially requests that you change the payment method or send money to a different bank or account, said Doug Johnson, senior vice president and senior advisor of risk management policy for the American Bankers Association.

During the same conversation, George Magnus, a senior economic advisor for UBS took a fundamentally different stance, arguing that «the government is clueless.

Multiple different segments of the investing public have already taken advantage of robo advisors for a variety of reasons.

You'll be able to choose from a pool of advisors with vastly diverse areas of expertise (from Customer Development to Lean Startup in the Enterprise) and receive access to three 25 - minute calls with three different advisors over the next 6 months at a time that works for you.

Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.

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.

Larry, can you please advise which Robo Advisors aggregate the accounts from different sources and can provide a holistic advice for example include funds that are in a company deferred program or other brokers?

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

Over the course of his career, Mr. Maddox has helped create and distribute more than a dozen different mutual fund, variable annuity, and hedge fund complexes for banks, insurance companies, and independent investment advisors, and has served as the chief accounting officer, treasurer, vice president, and president of many of these funds.

Different financial advisors have various ways of charging for their services, including: Commissions Flat or Hourly Fees Assets Under Management (AUM) Fee Based (Combination of fees and commissions) All of these payment methods are used by legitimate and reputable retirement financial planners.

Different firms offer different options — and various levels of support and independence for those options — making it essential for financial advisors to conduct your own rigorous due dDifferent firms offer different options — and various levels of support and independence for those options — making it essential for financial advisors to conduct your own rigorous due ddifferent options — and various levels of support and independence for those options — making it essential for financial advisors to conduct your own rigorous due diligence.

«I've been an advisor for 21 years in a variety of different structures or models,» said Matthew Stewart, owner of Forestview Financial Partners, in Delaware, Ohio.

With the features described above, KICKICO creates a synergized place for different audiences that did not interact before, such as creators of ICO and cryptocurrency projects and their backers, or creators of classical crowdfunding campaigns and their backers who have never dealt with cryptocurrencies before, authors of their projects and experienced army of advisors, moderators, designers, translators and other specialists all over the World.

An advisor may also generally provide a client with historical information about assets, such as historical rates of return for different asset classes.

My mom having raised 9 kids seems to be the best advisor for me... and she will tell you that every doctor she had for each different baby would tell her something different!

Get in touch with your local sling library to book a consultation, an advisor will be able to help you try on different slings, and recommend which will be best for you and your baby.

If your advisor is out of funding for your project and has asked you to make other arrangements while you finish writing your dissertation, again, that is a bit different — but at least from the story you posted, there is no indication that was the case for you.

Russell, her advisor, points out that the advance holds promise for a wide range of different applications including in drug delivery, biosensing, fluidics, photovoltaics, encapsulation and bicontinuous media for energy applications and separations media.

At the level of the synapses, «this algorithm can be implemented in several different ways,» said Sejnowski, who earlier this year became an advisor on the Obama administration's new BRAIN Initiative, a $ 100 million research effort to develop new techniques for studying the brain.

For this purpose, NRMN engages «scientific or methodology advisors» at different phases of the coaching groups.

Our advisors are supporting schools to help them think about ways they could make space, including changing the layout of tables and chairs to make things flow better, making lunchtimes longer or perhaps staggering lunchtimes for different year groups.

The school's founders created a radically different format for education — one based on the belief that students can take charge of their own learning, working with advisor - teachers who help them gain the necessary knowledge and skills.

This comes from a lot of different places, a technician rushing, a customer only having a limited time for their car to be properly serviced, or a service advisor that has over booked a schedule.

Paint it in a different color and needle your local Mazda sales advisor, and you might be able to score one of these for a cool 21 grand.

As an internationally renowned clairvoyant advisor with experience in many different areas of metaphysics and as a paranormal romantic suspense author, Melissa wrote an article about the emergence of the psychic fiction genre for Romantic Times BOOKclub Magazine.

Each business is a bit different so be sure to mention these ideas to your tax advisor or accountant to see if your business can qualify for these deductions.

The guy from the Student Advisors company told us that what was different about their program is that they only take into consideration my income but can use my husbands and my credit to be considered for financing through them and to figure out the new (lower) rate I qualified for.

Believe it or not, there are different standards of care for financial advisors!

Because the benefits of having a financial advisor are different for everyone, it has always been hard to quantify the help a financial adviser can provide.

There are so many different IRA investment options, that it's always a good idea to seek help for a qualified financial advisor.

There are many different trade management Expert Advisors (EAs) that can handle trailing stops and more for you.

After three or four advisors for three different firms we finally found an advisor that was honest and put us on a more conservative path.

Every employee we speak with has a different financial situation and of course, as retirement advisors we want people to save as much as possible, but that's not always feasible for a variety of reasons.

This is due, in part, to its thriving community of coders for the many different indicators, scripts, and Expert Advisors, which add so much functionality to the platform.

Customers who prefer not to work with advisors, but decide to purchase the funds online on TD Canada Trust EasyWeb are required to complete a thorough application process for a few different reasons:

If you believe there are cumulative quantity discount eligible shares that can be combined with your current purchase to achieve a sales charge breakpoint (for example, shares held in a different broker - dealer's brokerage account or with a bank or an investment advisor), it is your responsibility to specifically identify those shares to your financial advisor at the time of your purchase (including at the time of any future purchase).

Robo - advisors Aren't One - Size Fits All: There are low - fee robo - advisors for different types of clients.

They are designed to eliminate the need for the investor (or an advisor) to have to select several different mutual funds or other securities in constructing a suitable portfolio.

Overview of Traders Bible Website — Binary Options and Forex trading advisor There are of course lots of different websites that offer a unique insight into the world of Binary Options trading, and just as many sites that cater for

The best robo advisor features to look for will vary, as investors will prefer different features when selecting a robo advisor, depending on each investor's personal circumstances and preferences.

However, actual results may be different for each investor and there can be no guarantee of enhanced returns due to investing on Fundrise or the use of Fundrise Advisors» services or recommendations.

The Internet is filled with endless advice, but in reality, there is no right answer: Every investor has a different risk tolerance and a different timetable for investing (the longer you have to invest before you need the money, the riskier advisors believe your asset allocation should be).

Similarly, when you ask the advisor for a goal of retirement planning, s / he may give you different options.

And given that there may be some discretion for the advisor to charge a fee range, between a lower and upper band, you could have two $ 1.2 million accounts with the same advisor at the same institution paying different fees.

You can pre-authorize contributions just like you used to with your TD e-series funds, and instead of having to purchase three different funds to create a diversified portfolio, these robo advisors will split up your investment dollars for you — and even re-balance them when the time comes.

Share classes are only for distinguishing differences between the ways fees and commissions are paid to the system and to advisors for selling the same underlying mutual fund in different ways.

While there are different flavors of robo advisors, they all rely on technology and online portfolio management to reduce costs for the investor.

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