Sentences with phrase «held for clients»

Educational outreach seminars and symposiums are held for clients, real estate investors, real estate organizations, asset managers and practitioners.

Here's a quick look at what May held for our clients:

Some states have standards that a trust account balance dropping below the amount that should be held for clients is deemed misappropriation.

Here's a quick look at what May held for our clients: We welcomed our newest client, Van Dyke Law Office.

Combined interest on funds held for clients and investment income increased 8 % for the fourth quarter and 7 % for the full year.

Funds held for clients as of May 31, 2012, were $ 4.5 billion compared to $ 3.6 billion as of May 31, 2011.

Funds held for clients vary widely day to day and averaged $ 4.1 billion for the fourth quarter and $ 3.6 billion for fiscal 2012.

Wealthfront, in the large number of different ETFs that they hold for clients, also demonstrates difference in breadth of choice or perhaps in their willingness to customize portfolios for clients.

We can't wait to see what 2010 will hold for our clients and colleagues alike, and wish them all a prosperous and successful new year!

Civil legal aid programs benefit from the compilation of small amounts of interest earned when lawyers pool the escrow funds they hold for their clients.

So that you can see quickly what funds you are holding for the client along with what they owe, so that you might ask clients to replenish their trust funds if they are running low.

Evaluated client portfolios, performed quantitative and qualitative research on market trends and fund performances to provide optimum holdings for clients.

Not exact matches

You can't be on every client phone call or at every meeting, but holding a gathering with customers and employees will provide an opportunity for gaining valuable insights.

Although you don't need any specific licenses for transporting personal horses for customers unless you get into commercial - size vehicles that hold many animals, you will definitely need equine or bovine experience for potential clients to trust your ability to transport their animals, and you need to familiarize yourself with the livestock transport regulations for crossing state lines.

There are some things that the holding company model provides that are advantages to clients, for sure.

Osry advises clients to hold quarterly family meetings to hash out what she describes as a «family constitution» — a kind of mission statement that lays out high - level values and principles, but also articulates protocols governing the distribution of dividends among shareholders and employment rules for family members.

Those not working to the fiduciary standard are held only to a suitability standard, meaning their advice must be suitable for the clients» financial situation, but is not necessarily in their best interest.

Paul adds that you can find out how others view by: «googling yourself, holding a focus group (of close friends), or asking a life coach or business coach to conduct a 360 analysis on your behalf (we do this for all of our clients and it's very effective).»

Macmahon Holdings has sold its Mongolian operations to a private company for $ US65 million ($ A84m), following a long - standing payment dispute with its client at the project.

The Cambridge Analytica issue was the reason Zuckerberg was on Capitol Hill, answering questions for the second time in two days about how the group - which has counted U.S. President Donald Trump's election campaign among its clients - got hold of data on many millions of Facebook users.

On behalf of its clients, some of BlackRock's mutual funds, on average, hold stocks for less than a year.

The dining space doubles as a place to watch live streams (like the F8 Facebook Developer Conference) or hold events (such as a talk by David Suzuki for clients and partners).

«JPMorgan Chase & Co. is eliminating voice mail for consumer - bank employees,» sure, but it retains its hold in client - facing investment banking.

A proposed law in New Jersey would make it illegal for firms holding cryptocurrency on the behalf of clients to lend out tokens in its custody.

Based in San Francisco, California and founded in 2005, Keeping Your Balance is a privately - held, cloud - based accounting firm that provides payroll and accounting solutions for clients.

Metropolitan hasn't said whether or not it plans to restore its services for the digital currency market, nor is it clear what will happen to the money that international clients have held with the bank.

Forward - looking statements may include, among others, statements concerning our projected adjusted income (loss) from operations outlook for 2018, on both a consolidated and segment basis; projected total revenue growth and global medical customer growth, each over year end 2017; projected growth beyond 2018; projected medical care and operating expense ratios and medical cost trends; our projected consolidated adjusted tax rate; future financial or operating performance, including our ability to deliver personalized and innovative solutions for our customers and clients; future growth, business strategy, strategic or operational initiatives; economic, regulatory or competitive environments, particularly with respect to the pace and extent of change in these areas; financing or capital deployment plans and amounts available for future deployment; our prospects for growth in the coming years; the proposed merger (the «Merger») with Express Scripts Holding Company («Express Scripts») and other statements regarding Cigna's future beliefs, expectations, plans, intentions, financial condition or performance.

Advisors can view and evaluate individual plan statistics and design, investments held, compensation and contact information for sponsor clients.

In addition to his work with clients, he has held a number of leadership roles in the areas of staffing and recruiting for Bain's New York office.

Individual portfolio management teams may hold different views and may make different investment decisions for different clients.

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

This bank is obviously collapsing and any money manager who holds onto this stock for clients is in serious breach of fiduciary duty.

To clarify, an FCM is a brokerage firm (typically a large one but it doesn't have to be) that is capable of accepting money in the name of clients to hold as margin for trading activities.

The Miles Franklin Precious Metals Storage program offers clients the ability to store and purchase physical gold, silver, platinum for directly held fully segregated storage.

The availability of a streamlined version of the exemption for level - fee advisors makes selling fee - based products more attractive for advisory firms, which can be held liable for advisors who, as DOL fiduciaries, sell products that are not in the client's best interests.

Many recently announced fee - based variable annuity products have sought to lower overall fees and penalties that clients may be held responsible for, developing features that can make the product more valuable to the client (also providing justification for the reasonableness of the fee).

«Client - Driven Buy» — a buy rating for a stock that is a large holding of one of the analyst's largest clients.

For advisors holding themselves out as providers of fiduciary advice to plan participants, the DOL Rollover Opinion provides that they can not capture rollover assets from this client base.

One advisor this reporter spoke to in the room said his firm, which had not been charging clients for their cash holdings, now includes those assets in the total assets on which it levies its fees, based on the advice of the firm's outside attorney.

Instead, for some reason, JPMorgan combined its holdings in the botched trades with client - related positions.

All currencies transferred to us by Members for use with the Exchange are held in an omnibus client account controlled by the Exchange.

The DCC strives for a similar outcome, where holders of the DCC certification can present to clients that they are held to a higher standard of knowledge and ethics.

«On the other hand, what lawyers do at the direction or with authorization of their clients are matters for which the client can be held accountable legally,» Cotter said.

All client deposits and assets, including both bitcoin and fiat currency, are held for customers in secure custodial accounts in order to ensure the safe return of customer balances.

Also, clients should be aware that there are financing charges for holding positions with AvaTrade, especially when positions are held overnight.

Likewise, having built our reputation on superior customer service, Midland holds to proven methodologies for implementation and ongoing client support.

CWT has entered into a definitive agreement (the «Agreement») to appoint Computershare Trust Company of Canada (Computershare) as successor trustee or custodian for clients who currently hold exempt market securities within a CWT self - directed account.

Clients holding the stock as of Ex-date will be given the possibility to subscribe for new shares.

GAIN Capital Holdings has made an announcement about the activation of a new product for its US clients.

For mandatory mergers, clients holding CFD positions are paid cash, new CFDs or both on the Ex-date according to the terms of the corporate action.