Sentences with phrase «from professional financial advisors»

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

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

Not exact matches

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.

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.

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

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

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.

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.

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.

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

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.

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.

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

In contrast, a brokered CD is only available from a financial professional such as a brokerage firm or a financial advisor.

When you're ready to get serious about achieving your financial goals, most of us can benefit from the help of a professional financial advisor or retirement planning expert.

There was (hopefully) a once in a lifetime financial meltdown from»07 to»09 that pretty much wiped out most everything financial - especially investors and professional advisors that liked investing using stock picking and market timing strategies and tactics.

Whether you're a financial advisor seeking ideas for your practice or an individual investor in search of direct insight from professional money managers, we'll cover topics that are timely and relevant to you.

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

If you are worried about your debt or you need guidance, you should seek help from your family, friends, or even a professional financial advisor.

It's a large, complex business in which the investment professionals range from big financial institutions to individual 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.

Therefore, this value and intelligent investor retreat is enjoyed by independent minded investment professionals from around the world representing private investors, certified financial analysts, high net worth individuals, hedge fund managers, family offices, registered investment advisors, stock brokers, financial consultants, security analysts, pension fund consultants, public pension funds, independent trust companies, endowments, foundations, and mutual fund managers.

The Collaborative Divorce process offers support from Neutral Financial Professionals: Certified Public Accountants (CPA), Certified Financial Planners (CFP) and Certified Divorce Financial Advisors (CDFA), all trained in the Collaborative Divorce process.

Mediation differs from collaborative divorce in that the couple engages outside professionals, such as financial advisors or parenting plan advisors, or consulting for legal advice, as needed, rather than engaging a team at the start.

John is currently advising and acting on behalf of the claimants in a number of professional negligence cases including: a farmer in a case against an architect arising from the collapse of a barn roof; a SME in a case against a barrister and a solicitor arising from the misconduct of litigation against two separate finance companies in related disputes; a trustee in bankruptcy in a case against a solicitor arising from the misconduct of litigation against a financial advisor; and another trustee in bankruptcy in a case against a solicitor arising from the misconduct of a commercial property transaction.

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.

As an insurance professional with over 25 years experience in the industry, I often have to chuckle and grin when I come across pages of advice from so - called financial advisors / TV personalities like Suze Orman.

Alternatively, you can seek professional help from fee based financial planner or a SEBI registered investment advisor.

Here are some expert tips from professional financial planners and advisors on how a same - sex married couple can best plan for a long and secure future together.

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.

As you conclude, be sure to provide at least one form of contact for the hiring manager to reach you, in the case your cover letter is separated from your resume; as in the professional financial advisor cover letter sample, it does not need to be a command, but rather share the information in a confident manner.

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 relevanProfessional — 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 relevanprofessional 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 relevanprofessional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevanprofessional codes of conduct, applicable rules and regulations, laws and other relevant benchmarks

Mental health professionals and financial advisors - whose advice is often needed but usually provided from the sidelines, if at all - can become part of the lawyer - client team, attend «four - way» meetings, and help participants address issues from a more holistic perspective.

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.

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.

In order to assist with the allocation of the marital estate, including marital assets or liabilities, it is likely a professional from the financial sector — such as a financial planner, investment advisor, or a similar finance professional — will be involved.

They highlight the importance of getting professional help from financial advisors and family lawyers:

I am not a tax professional or financial advisor, but here is my understanding from redint IRS tax code on retirement accounts of all kinds.

Not only has the San Francisco - based firm redefined the practice of home valuation in terms of accuracy — with a median error of 2.5 percent and declining every month as the company's algorithms process more data — it is helping real estate professionals set themselves apart with the burgeoning power of predictive analytics, elevating them from average real estate agent to invaluable financial advisor.