Sentences with phrase «from other financial advisors»

I am delighted to get responses from other financial advisors and from sophisticated investors with alternative viewpoints.

Not exact matches

Financial advisors say some clients simply struggle to say no, and others face pressure from the organization itself.

Wealthfront is setting itself apart from other financial services firms and robo - advisors by stressing the intelligence of its own proprietary algorithms to select low - cost exchange - traded funds.

The web of other perpetrators spreads from family and may include friends and neighbors, caregivers and aides, attorneys and financial advisors and, finally, strangers and professional scam artists.

The 10 best advantages of marketing to boomers and seniors and how to leverage them: Capitalize on conditioned behaviors and imbedded commands How to incorporate the power of... frame of reference, familiarity, classic credibility, fear and stress reduction, aspirations, and ambition in your advertising, marketing, and selling Lessons from and secrets of AARP, Disney, Playboy, psychics and mentalists, 7 - figure income financial advisors, dentists and lawyers, the mattress store with prices starting 6X the national price average, the J. Crew Co., Facebook, Coke vs. Pepsi, and others

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

In Dubai: This information can be distributed in and from the Dubai International Financial Centre (DIFC) by BlackRock Advisors (UK) Limited Dubai Branch which is regulated by the Dubai Financial Services Authority («DFSA») and is only directed at «Professional Clients» and no other person should rely upon the information contained within it.

Lessons from and secrets of: AARP, Disney, Playboy, psychics and mentalists, 7 - figure income financial advisors, dentists and lawyers, the mattress store with prices starting 6X the national price average, the J. Crew Co., Facebook, Coke vs. Pepsi, and others.

Consistent with the evidence from other contexts, we show that the presence of female directors on target boards is positively and significantly associated with target boards seeking advice from top - ranked financial advisors.

In Dubai: This information can be distributed in and from the Dubai International Financial Centre (DIFC) by BlackRock Advisors (UK) Limited — Dubai Branch which is regulated by the Dubai Financial Services Authority («DFSA») and is only directed at «Professional Clients» and no other person should rely upon the information contained within it.

Among other leading IBDs, Raymond James Financial Services gathers about 31 percent of its financial advisors from wirehouses and LPL Financial about 26 percent, Tiburon researFinancial Services gathers about 31 percent of its financial advisors from wirehouses and LPL Financial about 26 percent, Tiburon researfinancial advisors from wirehouses and LPL Financial about 26 percent, Tiburon researFinancial about 26 percent, Tiburon research found.

Additional information concerning how interest rates are determined and other important disclosures are included in the Program Disclosure, available from your financial advisor or at www.edwardjones.com/bankdeposit.

The prospectus and summary prospectus, containing this and other information, are available from your financial advisor.

As a fee - only financial advisor I do not receive commissions or other compensation from the sale of specific investments or insurance products.

His other major financial - crime victories include snaring a record $ 1.2 billion penalty from Steven Cohen's firm, SAC Capital Advisors, which pleaded guilty to insider - trading violations in November 2013; and nailing technology - research analyst John Kinnucan, who pleaded guilty to securities - fraud charges in July 2012.

From the day I started working as a financial advisor in 2007, I have always operated as a fee - only planner, meaning my compensation comes solely from the fees my clients pay, not from commissions or other third - party referral fFrom the day I started working as a financial advisor in 2007, I have always operated as a fee - only planner, meaning my compensation comes solely from the fees my clients pay, not from commissions or other third - party referral ffrom the fees my clients pay, not from commissions or other third - party referral ffrom commissions or other third - party referral fees.

The Reverse Mortgage Line of Credit has gained attention from the media, financial advisors and others for being an effective financial planning tool for retirement.

Fortunately, most people are curious to learn more about these and other topics, whether it's from their financial advisor, financial media or online research.

Ideally, obtain a second opinion from other investors or unbiased financial advisors.

Gather the information you need from creditors, credit counselors and other financial advisors.

Mike Chadwick, an investment advisor with Chadwick Financial Advisors, warned that if you don't have any savings, «You're going to end up in debt with credit cards, loans from family or some other source, and it's a slippery downhill slide if you're not disciplined to always save some of your earnings.»

Jamie Golombek works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, CIBC Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions.

In separate research from kasina and Horsesmouth's FA Vision Survey, when asked to name the firm with the most global expertise, Franklin Templeton Investments was selected by financial intermediaries more frequently than any of the other top 100 mutual fund and ETF providers — 21.9 perecent of advisors selected Franklin Templeton.

I would in general stay away from financial «advisors» like tecis or other pyramid selling companies («Strukturvertriebe» in german).

Be skeptical of advice that comes from advisors or institutions that sell insurance or other fee - heavy investment and financial products.

The best way to do that is to oversee financial advisors as we do all other professionals that provide essential advice, from lawyers to accountants and engineers.

What sets Personal Capital apart from other robo - advisors is that you get full support from a team of financial advisors.

The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.

As financial advisors increasingly adopt ETFs, the wholesale shift from actively managed mutual funds to passive investment vehicles is driving more inflows to ETF providers like Vanguard and Blackrock and State Street and than all other mutual fund families combined... and leading mutual fund companies into a mad scramble to figure out what they have to do to once again appeal to financial advisors.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This and other important information is contained in the prospectus and summary prospectus, which may be obtained from www.ivyinvestments.com or from a financial advisor.

Which is, hey I get five referrals from this advisor, five from this one, five from this one, and I obviously can't send this financial advisor over to this other financial advisor.

Smart Divorce: Proven Strategies and Valuable Advice from 100 Top Divorce Lawyers, Financial Advisors, Counselors and Other Experts

represents companies (both buyers and sellers) and their directors, committees of directors, officers, and financial advisors in litigation arising from mergers, acquisitions and other strategic transactions;

Sue: I think one of the most important things for people to know is that the family professionals, lawyers, and financial advisors actually connect with and learn from each other throughout the process.

In the process of developing policy and priorities, the commissions have the benefit of sophisticated input from listed issuers and financial institutions and their legal and other advisors.

And although you won't qualify for any discounts by buying your life insurance and other insurance from the same representative, working with a single advisor for all your insurance needs can make your financial life simpler.

A fee - only financial advisor can not receive compensation from a brokerage firm, a mutual fund company, an insurance company, or any source other than you.

Prior to making any investment or financial decisions, you should seek individualized advice from your personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of your situation.

According to BLS (Bureau of Labor Statistics), the employment of personal financial advisors is expected to grow by 32 % from 2010 to 2020, which is much faster than the average of all other occupations.

Teacher — Duties & Responsibilities Teach college and graduate level mathematics from introductory courses to advanced Ph.D. level courses Design and implement dynamic, engaging materials to challenge and inspire students Implement multiple teaching techniques to reach audiences of varying learning styles and abilities Responsible for one on one instruction and lecture - based learning for classes as large as 50 students Experienced in both youth and adult education instruction techniques Serve as academic and Ph.D. advisor offering personal and professional guidance to students Coordinate student schedules, activities, and departmental course offerings Build and strengthen professional relationships with faculty, staff, and industry leaders Represent the university with poise, integrity, and positivity Author and publish multiple text books and papers in applied mathematics Research finite element analysis in mathematical problems in engineering and applied sciences, actuarial and financial mathematics, computer simulations of engineering problems, and other specialized mathematics Speak at multiple colleges, universities, and industry gatherings (list available upon request) Serve as advisor and editor of papers authored by students and fellow professors Dedicated to the development of students and continued professional growth

Accounting Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations 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 Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Anyone may print this and give copies to therapists, financial advisors, court personnel, social workers, divorce support groups, and others who might benefit from knowing more about family mediation.

o0 or more per hour and require a large retainer to get started on your case, learning the best ways to deal effectively with your divorce attorney and other experts (financial advisor, realtor, business evaluator, guardian ad - litem, etc.) is essential in order to get the best possible outcome in your case without suffering from an out - of - control financial bleed.

Your attendance at the 2016 Divorcing Divas Conference will get you more than $ 1500 in professional value from attorneys, financial advisors, therapists, consultants, and other professionals.

Unlike mediation, it also involves a lot of help from your attorneys as well as other experts, such as financial advisors and child custody experts.

Divorce Magazine is launching a free monthly TeleSeminar series to help divorcing people get quality and highly relevant information from judges, lawyers, financial advisors, mediators, therapists and other recognized divorce professionals.

Individuals from other countries often gravitate to the same real estate agents who have worked with their friends and family or financial advisors and have thus established a foundation of trust.

I am currently employed as a salaried financial advisor at a large company, but like many others in the corporate world, I am increasingly attracted to the idea of leaving the cubicle lifestyle, getting into the world of real estate, and achieving the American Dream, which to me entails traveling the world while I generate passive income from my rental properties.