Sentences with phrase «if advisors»

If advisors paid GuideVine based on the amount of customers they received, GuideVine would be more motivated to convince you to pick anyone, regardless if they're the right fit, as quickly as possible.

Imagine if advisors told startup founders that, in order to conserve cash, they should aim to spend as little as possible on developers.

Sometimes I wonder if advisors recommend so many funds to make it look like they are doing some work.

If advisors can get their clients to keep their eyes on the things that really matter and can be reliably controlled, they will have likely earned their compensation.

Skeptics from the independent side of the wealth management industry would ask, rhetorically, whether or not most of these loans would be made with such frequency if the advisors themselves were not sharing in the fees.

And the discussion I'm hearing more and more from those asset managers is «if advisors don't want to use standard mutual fund products anymore, then we have to pivot and go the other direction.

If advisors didn't rebalance, then much of the increase in allocations to cash and fixed income came as a result of the decline in stock prices.

Perhaps if advisors and investors, the customers of ETF companies, insist on timely data, they will get it.

If these advisors would see the robo advisor as a tool and not a threat, it could yield benefits to their advisory services and work to enhance, not erode, their client relationships.

If advisors in banks and B / Ds learn more about how the new FIA features address retirement needs, he reasoned, the advisors will likely start using FIAs more frequently.

If advisors decide to structure bond fund / longevity annuity combos on their own, they must factor in the trade - off of taking some of the money from the bond fund to deposit into the annuity.

And what would the investment industry look like if advisors and brokers were held to the same standard?

Nancy Smith, executive vice president and corporate secretary at AARP, said on a conference panel with Hauser that AARP will not only continue to advocate for the fiduciary rule but plans to assemble some members to act as «mystery shoppers» to see if advisors are complying.

If the advisor is from a venture - capital firm, does it have portfolio companies in your niche which could be tapped?

If your advisor can't answer these questions or gives you an indirect response, you may want to consider getting a second opinion on your portfolio.

So what's the best way to determine if your advisor has a true succession plan in place?

«If the advisor has even one infraction from any of the four regulators, they do not pass our RCR process,» he said.

Now, another question for investors: If your advisor went to sleep tonight and didn't wake up, would you continue to entrust the firm he / she left behind with the ongoing management of your family's wealth?

«If an advisor says they can no longer handle the account, find someone who can.

Says Robb, «If an advisor costs you 5 percent of the amount you raise, it's a good value because that allows you to concentrate on the true cost and terms of the other 95 percent of the deal.»

«Once he decided to do something, he's pushing and if any advisor is telling him «it's not a good idea, Mr. President,» then he fires them.

Mallouk, president and CIO of Creative Planning, and Carson, CEO and founder of the Carson Group, both said they would tell Trump not to roll back regulations on the Department of Labor's fiduciary rule, which says if an advisor is working with a client on a retirement plan, they need to act in the client's best interest.

If your advisor is an investment advisor and governed by the federal Securities and Exchange Commission, the advisor serves as fiduciary to you and must put your interests above his own and act in your best interest.

If an advisor has properly identified your ability to bear risk, you should be able to stay the course for the next few days, weeks and months, no matter how deep the selloff gets.

No doubt, the vast majority of investors believe they pay nothing for the advice they receive, even if their advisor is nothing more than a mutual fund salesperson in disguise.

In fact, a recommendation for a participant to take a rollover distribution would be viewed as fiduciary advice, even if the advisor does not include any actual investment recommendations along with the rollover recommendation.

If you want to find out if your advisor, or potential advisor, is really a fiduciary, require them to sign an agreement like the one here.

If your advisor is a fiduciary, then they will sign a basic agreement affirming that obligation.

If your advisor seems to be avoiding you these days, here are five reasons why that could be happening.

«In the past, there has been a more [narrow criteria] to determine if an advisor rendering investment advice for a fee meets the definition of a fiduciary that generally excluded brokers.»

If an advisor answers «yes» to five or more of these questions, he or she should «begin preparing immediately,» according to Matrisian.

If an advisor does become subject to the new DOL rule, he or she will likely be required to comply with the best interest contract exemption and execute a formal agreement with the client that commits the advisor to act in that client's best interests.

If your advisor is out of funding for your project and has asked you to make other arrangements while you finish writing your dissertation, again, that is a bit different — but at least from the story you posted, there is no indication that was the case for you.

If your advisor gives you a hard time for it, create a schedule of the career related events you want to attend and hold a meeting with your advisor and your department to explain why going to these events is important for your career.

If your advisor is indifferent to writing, or indifferent to teaching you how to write, don't despair.

One way to test the relevance of your topic is to ask yourself (or them) if your advisor's advisor would be interested in it.

If your advisor or your softball buddy knows someone who knows someone, make use of this connection.

You might ask if your advisor is likely to keep up their interest in you after your 3 years of possibly less than world - class research?

This question is especially pertinent if your advisor has a large number of other students.

But even if your advisor can't get you involved, there are usually other mechanisms on your campus to help you gain expertise in this process.

When she sends out papers for review, she has no problem if the advisor shares the responsibility with their protégé.

And if your advisor won't do that, there's another solution: change your advisor.»

Students: if your advisor has a moment of how - do - we - make - this - situation - better clarity, be open and honest about your experiences, but don't just share the bad stuff!

This can be particularly important if your advisor is too busy to give your work a thorough reading.

If your advisor has done a great job at something, tell them!

If your advisor or another student has an interesting picture in their office, ask about it.

We would like to extend our most sincere apologies if our advisor came off as anything more than trying to follow your request to review our findings... with your dad.

We would like to extend our most sincere apologies if our advisor came off as anything more than trying to follow your request to review our findings

If an advisor tries to skirt around breakpoints by using two different investment companies, the broker - dealer or compliance department will often ask the client to sign an acknowledgement form stating that they could have hit a breakpoint by using the same fund family.

If your advisor charges a fee based on the amount you have invested, no problem.