Sentences with phrase «from professional advisors»

Businesses and individuals rely more and more on the advice they receive from professional advisors.

Speakers from business, government and professional consultancies shared insights into trends impacting the world of business, what clients expect from their professional advisors and the current and future opportunities offered by Germany and other countries in the EMEA region and beyond.

Many public investors never bother to make the effort to learn about options once they hear negative statements from professional advisors.

We encourage donors to seek guidance from their professional advisors on the tax implications of their gifts and grants to Facing History.

We recommend that clients seek independent advice from a professional advisor on tax - related matters.

In my new book, «Get Smart or Get Screwed» I include a long list of questions you might ask, as well as a list of services you should expect from a professional advisor.

If you need additional help, you can also pay a small fee to receive help from a professional advisor.

It is always better to seek help from a professional advisor for they can always come with better retirement plans for individuals and professionals.

Not exact matches

With a listing on TSXV, an early - stage company benefits from a marketplace — including the exchange, professional advisors, regulatory model and investor base — that understands venture companies.

With a majority of wealth managers offering seemingly similar services, it is likely that when the forever - skeptical Gen Xers look at the wealth advisor space, they don't immediately see what differentiates one financial professional from another.

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.

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.

Many people seek professional advice from a financial advisor to help them make the best decisions about their finances.

A substantial part of the increase appears to come from advisors at insurance firms, based on a recent WealthManagement.com and FUSE Research Network survey of more than 520 advisors and financial professionals.

Over the years, this event has become essential for broadcast owners, investors, advisors and professionals from across the industry, who convene to explore the essential issues affecting your business today.

Brian Graff, CEO of the American Society of Pension Professionals and Actuaries, stated that the White House on Monday «launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»

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.

Few respondents reported hearing the word from friends and family (8.4 %) or professional advisors (2.7 %).

You'll receive a high level of personal attention from a senior financial advisor, who's a Certified Financial Planner ™ professional.

In the meantime, if you are seeking advice from a financial professional, registered investment advisors are already required to follow the «fiduciary standard.»

We're anticipating an influential cross-sector participant group including business owners and CEOs of small and medium sized privately - held companies, employee - owners, executive leaders from large and medium public companies, co-op directors, and professional advisors.

Clients can also read insights from AvaTrade's own professional advisors that have deep experience trading forex.

Note for Financial Professionals Fiduciary Investment Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financial advisor.

These impressive professionals have experiences that span the gamut, from being ex-entrepreneurs, to political advisors, to marines, to investment bankers, or even having worked in private equity since leaving college, but despite their... Continue reading GrowthCap's Top 40 Under 40 Growth Investors →

The mental health task force should include mental health professionals from within the congregation; if none are available in the membership, they can be recruited from the community as advisors to the group.

According to a 2012 report from the President's Council of Advisors on Science and Technology, the U.S. needs to produce approximately 1 million more STEM professionals during the next decade than is currently projected, yet «fewer than 40 percent of students who enter college intending to major in a STEM field complete a STEM degree.»

Such information should come from academic advisors, professional organizations or career development programs.

She is also the founder and chief relationship advisor of Relationup, an app that provides live relationship advice 24/7 from professionals via chat.

They combine the world's largest network of Premier Institutes Alumni and Industry Professionals with a career services platform that allows students and job - seekers to access personal career coaching and webinars from advisors with relevant professional backgrounds.

Program Description: During the month - long Directors Lab, eight fellows work with an accomplished group of creative advisors and professional production crews, rehearsing, shooting, and editing key scenes from their scripts.

For example, YPO offers varying levels of support through its procurement service, from basic level, which provides school business management professionals with a direct line to skilled procurement advisors and access to 150 EU compliant arrangements, right through to full project delivery, which is a bespoke service that offers full contract management and specification development.

The processes and protocols used for empowering the committee to define the Educators Rising Standards were borrowed from the National Board for Professional Teaching Standards (NBPTS), who served as a partner and advisor at every stage of the project.

When it comes time to present your masters thesis writing in from of your colleagues, peers, professors, advisor, and classmates it is vital to the start of your career to have a professional product to present.

I would take this further and say, don't take investing advice from anyone other than a professional advisor.

Morningstar allows users to x-ray their portfolios to a degree that you could only get previously from professional financial advisors.

To learn more about this flexible loan, contact a reverse mortgage professional at American Advisors Group to help you determine your options for repayment and the many ways you can benefit from the loan's unique features.

From tailored tax management strategies to automatic rebalancing, you and your AXA Advisors financial professional have access to portfolio management features that help keep your investments on track.

You should still seek advise from a professional financial advisor (which this site does not purport to be).

Mackie Research Capital Senior Vice-President and Investment Advisor, Fred Snyder shares his professional insights gained from his experience being a financial advisor.

The NextGen Client Select Series is available for those investors who seek professional advice from a financial advisor.

For more information about leveraging home equity in retirement, or for help in accessing it through a reverse mortgage, contact your reverse mortgage professional today from the No. 1 reverse mortgage lender in the nation, American Advisors Group at 1-888-998-3147.

In my writings on managing stock options — Consider Your Options, a book for option holders, and Equity Compensation Strategies, a text for professional advisors — I explain why the optimal approach from a tax perspective for people who have very large profits built into their ISOs is to sell 65 % of the shares immediately after exercise of the option and hold 35 % long enough to convert the profit on those shares to long - term capital gain.

Whether you choose an AXA Advisors financial professional or one from another firm, they should have the facts, research, insights and strategies to help you work toward your goals.

It's important that the client gets the proper information — ideally from an independent professional advisor — because the decision to commit to a mortgage is financially profound and long - lasting.

An excerpt from The Professional Financial Advisor IV (Insomniac Press), a guide that explores the complex relationship between investors and their advisors

We have compiled an extensive database of mortgage professionals from all aspects of the mortgage lending field including certified loan officers and national mortgage bankers, licensed mortgage brokers and advisory mortgage planners, underwriting analysts, closing agents, credit managers, jumbo mortgage experts, reverse mortgage advisors, home equity consultants, loan originators, real estate attorneys, government officials and other providers for our industry.

If you are struggling with paying off your debts on your own, you could seek out professional help from a counselling service or financial advisor.

I've learned from years of experience as a professional financial advisor what works and what doesn't.

For that reason, Fard sees the realtor's role morphing away from being a gatekeeper of information and towards becoming a professional real estate advisor.