Sentences with phrase «from financial management firm»

According to an announcement on Monday, Deutsche Börse said it plans to develop a system that can offer more efficient securities settlement, and will use technical support from financial management firm HQLAX and blockchain startup R3's Corda platform.

Not exact matches

But barring such a wild scenario, the idea was to ensure all aspects of the firm, from financial reporting to talent development to risk management, were not just robust but strong enough to impress a would - be buyer.

In addition to these traditional competitors within the global alternative asset management industry, we have increasingly faced competition from local and regional firms, financial institutions and sovereign wealth funds, in the various countries in which we invest.

She has extensive wealth management and distribution expertise and served from 2009 to 2010 as Executive Chair, and from 2003 to 2009 as President and Chief Executive Officer, of Richardson Partners Financial Limited, an independent wealth management services firm.

«The biggest problem is that revenues of the great majority of small businesses have gone down from between 10 percent and 70 percent,» said George Cloutier, founder of American Management Services, an Orlando, Fla., consulting firm that specializes in financial turnarounds for small and midsize companies.

The so - called robo - advisors had an estimated $ 8 billion in assets under management as of July, a 34 percent increase from last year, according to financial research firm CB Insights.

If Yahoo does sell, the leading bids for Yahoo or for pieces of Yahoo have reportedly come from: Verizon; AT&T; Quicken Loans founder Dan Gilbert with financial backing from Warren Buffett; private equity group Advent International; private equity group TPG; and private equity firm Sycamore in partnership with Vector Capital Management.

HR and financial management software solutions firm Workday has announced that it will be walking away from the self - managed datacentre, selecting Amazon Web Services (AWS) as its preferred provider for public cloud customer workloads.

Two of the most hypercaffeinated commentators in the financial blogosphere, Barry Ritholtz and Josh Brown, are forming their own investment advisory firm, Ritholtz Wealth Management, but that won't stop the blog - happy duo from blogging.

More than 7,300 brokers have left the four biggest full - service brokerages — Morgan Stanley Smith Barney, Merrill Lynch, Wells Fargo Advisors and UBS Wealth Management Americas ---- from the beginning of 2009 through June, according to financial services research firm Aite Group LLC in Boston and company filings.

State Assemblymember Robert Rodriguez, a Democrat from East Harlem running for the City Council, has a second job at an asset management and financial consulting firm that has earned him hundreds of thousands of dollars over the last few years.

The indictment does not name the investment entities, but the financial transactions match previous filings from the U.S. Attorney's office that indicate the firms are JoRon Management and Counsel Ffinancial transactions match previous filings from the U.S. Attorney's office that indicate the firms are JoRon Management and Counsel FinancialFinancial.

A debt consolidation program from debt management firms helps companies in need manage their financial resources better and they are cheaper than CPA's.

With index - tracking exchange - traded funds charging fees that are far less than actively managed mutual funds, the higher - cost investment options that AllianceBernstein (NYSE: AB), Hartford Financial (NYSE: HIG), and other active - management firms have within some 529 plans come under greater pressure from the state board established to oversee the plans.

That is according to market research firm Dalbar and its 20 years of Quantitative Analysis of Investor Behavior studies, though I prefer the less scientifically accurate «behavior gap» illustration from Carl Richards, a certified financial planner and the director of investor education for the BAM Alliance, a community of more than 130 independent wealth management firms throughout the U.S.

An IRA Transfer is when the retirement assets of an individual are transferred from one financial institution (IRA Management & Investment Firms) to another, without the IRA owner taking ownership and risk of the assets.

That help could come from a financial adviser, a debt management firm, or even a bankruptcy attorney.

GREENWICH, Conn. --(BUSINESS WIRE)-- Interactive Brokers Group, Inc. (NASDAQ GS: IBKR), a global electronic brokerage firm, today unveiled a powerful new integrated financial management account that lets clients borrow, spend, earn and invest all from a single account at highly competitive rates.

New research from 401 (k) management firm Financial Engines shows that American workers forgo some $ 24 billion - yes, billion — in 401 (k) employer matching funds each year.

Mark Elliott created Elliott Asset Management («EAM») as a radical departure from the traditional large financial service firm model.

These firms, the Carlyle Group, Apollo Global Management and Oaktree Capital Management among them, have been raising billions of dollars during Europe's sovereign debt crisis to buy loan portfolios, corporate bonds and other holdings from troubled financial institutions on the Continent.

That's why he has led the transition of our firm over the past few years from a limited service firm that focused mainly on portfolio management to a full - service firm that now offers the complete spectrum of wealth management and financial planning services, which our clients had been requesting for many years.

Whitehead's brief address was followed by words from Anthony Price, head of the Electricity Storage Network, Ben Wilson, director of strategy and chief financial officer at UK Power Networks, Rachel Ruffle, development director of renewable energy firm RES» UK and Ireland division and Mike Wilks, director at Poyry Management Consultants.

Similarly, the Taskforce for Climate - related Financial Disclosures (TCFD) has, in less than a year, moved from an academic exercise to a market - shaping endeavor fully endorsed by 225 global investors with more than $ 26.3 trillion in assets under management and 237 firms with a market capitalization of $ 6.3 trillion.

Professional marketing pioneer Bruce Marcus (1925 - 2014) said of Gerry that he is «light years ahead of almost everybody else,» and The Financial Post described him as «Canada's professional firm management and marketing guru, with a client base stretching from Britain to the United States.

So far in 2014, more than 15 firms have elected Aderant Expert as their new practice and financial management system, bringing new partners into the Aderant fold from Elite, Axxia, Platinum, Javelan and more.

Members have the opportunity to come together and share with individuals in similar positions from other firms about what's working and not working in practice group management, ranging from financial reports to business planning techniques, to workload management software.

In addition to his own practice, Dan has been intimately involved with the management of the firm from its inception, overseeing the firm's strategic and financial operations.

Those responsible for management, strategy, sales, marketing, business development and PR from any solution provider that provides goods or services to professional services firms (including but not limited to law, accounting, consulting and financial services) should apply for free membership with CoPSP.

Cronin said Dublin is «well - suited to accept this transfer of business» from financial services providers, specialising in areas like asset management and insurance, because the city has had the requisite architecture — be it through sophisticated Irish firms or more brick - and - mortar developments — in place for large - scale transactions and corporate clients since the rise of the Celtic Tiger in the 1990s.

Freshfields Bruckhaus Deringer co-managing partner Chris Pugh's departure from the management team is attributable to the firm's poor 2016 - 17 financial results, according to former partners.

Pugh's exit from management team comes after firm's 2016 - 17 financial performance was outpaced by magic circle peers

They provide you with detailed information about your firm from a variety of financial and management perspectives.

From changing industry reforms that affect their business (outside of the law firm's control), the financial management (within the law firm's control) is critical and it should not be under estimated how much reliance a funder will put on strong financial management.

Our clients come from all markets and industries; and thousands of international and national users at financial organizations, governmental offices, retailers, hospital systems, insurance agencies, transportation organizations, educational institutions, law firms, non-profits and legal aid organizations depend on Legal Files matter management for their successful daily operations.

The newly revised and expanded second edition describes the entire financial management process, from gathering a firm's historical data... Read More»

Whether it's conflict searches, sending out engagement letters for signatures, setting up matters in practice or financial management software or any of the day - to - day tasks that play a key role in establishing proper records and conducting due diligence, all are considered standard processes for shielding the firm, and the client, from any future conflicts or misunderstandings.

This not only alleviates the need to conduct legal research as part of a siloed search but brings together all other critical aspects of the modern practitioner's hub including relevant information from the firm's financials, document management, customer relationship and practice management systems.

In addition to our core work with law firms, companies and directors, and our particular expertise in City whistle - blowing cases, we believe there is a growing market for the specialist and expert advice Fox offers, not least from the increasing number of businesses in the financial sector that are set up as LLPs, notably hedge funds, venture capital, and private equity and asset management.»

Professional development staff certainly can be invaluable in helping develop firm - specific case - studies, integrating LPM into their firm's administrative and financial management systems and putting a firm - specific cultural face on what to many lawyers is a sweeping and disturbing change from traditional practices.

A popular facilitator, teacher and retreat speaker, Gerry is a widely recognized expert on managing professional service firms, described by The Financial Post as «Canada's professional firm management and marketing guru, with a client base stretching from Britain to the United States.»

Aside from possible client and partner losses, incumbent Canadian firms will also be faced with new management pressures: as the Legal Post «s Mitch Kowalksi points out, Norton Rose brings unprecedented financial transparency (the firm makes its annual report public) as well as superior knowledge management and online services to Canada.

We have an «A» (Excellent) rating, most recently in June 2012, from A.M. Best, an impartial reporting firm that rates insurance companies on financial stability, management skill and integrity.

Wealth management firm Merrill Lynch has blocked all of its clients and financial advisers who manage money for clients from trading Bitcoin over fears of instability relating to the cryptocurrency, the Wall Street Journal reported.

THE ATFS TEAM is comprised of members from large financial institutions and VC funds like KB and Benex, global management consulting firms like IBM, EY and KPMG as well as blockchain developers, global strategy consultants, and bio-related experts.

Experience leading audit engagements (from start to finish) with a large multi-national, financial services (brokerage, asset management, or investment consulting) or Big 4 firm is preferred.

Grew business from $ 0 to $ 3 million and distinguished [firm] as a leader in providing valuable management consulting and financial advisory services to major media enterprises.

This account manager cover letter example is from an experienced manager who works for a financial management firm handling both commercial and individual accounts.

Corporate Social Responsibility Advocate (2007 — Present) • Advocate social responsibility and brand goodwill throughout local communities through the development, organization, and implementation of various programs and events, selected from many applicants to represent the Dallas district • Work closely with community leaders, organizations, and business representatives to assess potential program and event needs as well as tailor efforts to community demographics for maximum positive impact • Coordinate all logistical and financial aspects with firm management and other interested parties

Accounting and Financial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optFinancial Administration Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes, and applications, continuously applying changes to accounting landscape to current responsibilities Apply various accounting rules and procedures to critical tasks, including the review and approval of journal entries, data and financial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial reconciliations, balance sheet and income statement accounting, cash flow analyses, account collections, capital utilization and on - going budgetary considerations Provide relevant oversight and administration to all aspects of business finance, including billing and collections, payroll execution, vendor relationships, payroll and salary management, and other pertinent functions Perform regular book reconciliations and variance resolutions to ensure audit - ready financials and provide continuous relevant insight into the financial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial health of the company, in both a regular and ad - hoc manner, to company management Manage important and sensitive financial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial documents, receipts, and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Perform analysis, research and evaluation of current accounting policies and procedures, implementing change where necessary to drive corporate efficiency, manage costs and drive revenue Facilitate the efficiency and implementation of all accounting operations from concept to execution, while coordinating actions on all daily operational and logistical aspects from corporate financial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial management to payroll Utilize technological resources, including software and accounting applications, to track all aspects of firm accounting and financial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optfinancial operations as well as prepare important and sensitive tax documents related to all aspects of organizational operations Collaborate with respect to effective communication between all departments and coordinate all daily business operations with other leadership staff and other personnel Work closely with and support senior - level management in budgeting and corporate planning strategies Address client, vendor, and management queries, resolving them in an expedited manner Assist management with various other duties as assigned to facilitate efficient administration and operations, making appropriate and effective recommendations with respect to performance optimization