Sentences with phrase «impact on advisors»

Not exact matches

Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets.

On July 1, 2014, the Company's wholly - owned subsidiary, TriLinc Global Impact Fund — African Trade Finance, Ltd. and TriLinc Advisors International, Ltd entered into a sub-advisory agreement with Barak Fund Management Ltd. to become a sub-advisor with respect to the Company's investments in Sub-Saharan Africa.

On July 1, 2014, TriLinc Global Impact Fund — African Trade Finance, Ltd. and TriLinc Advisors International, Ltd entered into a sub-advisory agreement with Barak Fund Management Ltd. to become a sub-advisor with respect to the Company's investments in Sub-Saharan Africa.

If you have questions on how this could impact your tax picture, please contact your Elliott Davis Decosimo tax advisor for assistance.

David Kotok, chairman at Cumberland Advisors, discusses the Fed's policy path next year, the impact of the rate hikes on the bond market and his outlook for 2016.

This would have an impact not merely on the advisor but the firm they're registered with.

In 2015, analysts at Cerulli Associates set out to examine the impact of 401 (k) specialist advisors on the 401 (k) market.

Since EBSA's attempts to secure data from the industry about the impact on IRA investors of conflicts of interest faced by brokers and advisors who advise on IRAs have failed, Borzi said the department is using «a wide variety of data sources» to compile its cost / benefit analysis on IRAs.

HR needs to take a leadership role in understanding the full impact on technology as an enabler, enhancer, advisor and disruptor in the workplace.»

Two closely related papers entitled «Investment Advice and Individual Investor Portfolio Performance» of January 2009 by Marc Kramer and «The Impact of Financial Advisors on Individual Investor Portfolio Performance» of March 2012 by Marc Kramer and Robert Lensink address this question.

«The Impact of Financial Advisors on Individual Investor Portfolio Performance», based on a subset of these observations encompassing more than 193,418 monthly common stock return observations for 5,661 investors, finds that:

Unlike the Sustainable Impact Portfolios, the Core Impact Portfolios will also be available on Merrill Edge, the discount brokerage and investment advisory platform for self - guided investors (although they have access to 3,500 Merrill Edge advisors).

Contact a U.S. Trust advisor to discuss how these findings may have an impact on your own wealth planning.

MissionPoint Partners is a leading impact investing advisor and asset manager focused on solving large - scale environmental and social problems through the deployment of high impact capital.

My colleague Max Schatzow shared with me these key points on the impact of the DOL rule on fee - only advisors.

Process improvement can have a huge impact on all areas of your business so it is important to have an experienced advisor for your project.

To address allegations of bias, Facebook is bringing in two outside advisors — one to conduct a legal audit of its impact on underrepresented communities and communities of color, and another to advise the company on potential bias against conservative voices.

«We care deeply about our industry's impact on the environment; our operations reflect the priority and longstanding commitment we have to a clean environment,» said Kate Krebs, ABA senior environmental policy advisor.

Maternal advisors have always said that pregnant women should not sleep in a supine position (on your back) because of potential heart compression and other problems, but there was little known about the impact of women who sleep in the prone position (on your stomach) because it was simply not an option.

In 2016 he served as special advisor to the House of Commons Health Committee for its inquiry into the Impact of the Spending Review on health and social care.

The meeting on Tuesday was directed by a three - person panel consisting of special advisor to the Governor on the Tappan Zee Bridge Project Brian Conybeare, Secretary of Transportation for the Governor Karen Rae, and Robert Conway, senior vice president of the environmental planning and engineering consultant firm AKRF and the creator of the Final Environmental Impact Survey (FEIS).

«What makes this discovery particularly noteworthy is that we mapped out a landscape of bioessential elements in the ocean that was far more perturbed than we expected, and the impacts on life were big,» said Timothy W. Lyons, a professor of biogeochemistry at UCR, Owens's former advisor and the principal investigator on the research project.

Julie serves as an advisor to the office of research development, and serves on the NSF - funded National Alliance for Broader Impacts Steering Committee.

My advisors had a big impact on me during my college years!

In an effort to remain succinct, there is also a good hearted American president, a brilliant scientist, the slimy advisor, a few potential love interests and a couple of other random civilians given to us for more dramatic impact — which lands mostly on your ass as you sit for an extra 45 minutes in the theater due to these characters.

Among the study highlights was the positive impact tablet devices seem to have on customer relations with service advisors.

Canadian Financial Advisors Face Real Impact From Client Mental Health Issues Research unveiled by Bridgehouse Asset Managers shows that client mental health issues have a negative impact on financial decision - making; the company is seeking industry support for practical recommendations to help advisors and their Advisors Face Real Impact From Client Mental Health Issues Research unveiled by Bridgehouse Asset Managers shows that client mental health issues have a negative impact on financial decision - making; the company is seeking industry support for practical recommendations to help advisors and their clImpact From Client Mental Health Issues Research unveiled by Bridgehouse Asset Managers shows that client mental health issues have a negative impact on financial decision - making; the company is seeking industry support for practical recommendations to help advisors and their climpact on financial decision - making; the company is seeking industry support for practical recommendations to help advisors and their advisors and their clients.

It is a robo - advisor that focuses on socially responsible and impact investing trends, but has some major drawbacks.

There are many more areas that will have impact on your life, so it is wise to work through any issue with your lending advisor and do so with the assistance of the budget that you will have already prepared.

Even worse, to the extent that market timing and security selection have an impact on performance, the difference seems to do more harm than good, and any beneficial results are outliers, yet many advisors persist in doing things the old way.

In their paper What is the Impact of Financial Advisors on Retirement Portfolio Choices and Outcomes?

There may be restrictions based on your account size or your non-residency that impact an advisor's ability to accept your account or manage it while you are in the U.S. And not all advisors believe in ETFs.

The settlement services of Home Foreclosure Advisors may have a negative impact on some clients» credit reports and / or credit scores.

Outside of your spouse, your tax advisor will have more impact on yourself, your future, and your financial situation than any other person.

Selling investments can have an impact on your taxes, so it's important to consult a tax advisor.

Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401 (k) and other defined contribution plans.

It's important to remember that a robo advisor is better for long - term investing and it makes better decisions when it has time to evaluate the long - term impact on your portfolio.

For more information on SEP - IRAs and the impact on your finances and taxes, consult your tax advisor.

What research are you currently working on and how might it impact financial advisors and their clients?

Retirement certified tax advisors have successfully completed the Block Advisors certification program focusing on the tax impact of choosing various retirement advisors have successfully completed the Block Advisors certification program focusing on the tax impact of choosing various retirement Advisors certification program focusing on the tax impact of choosing various retirement options.

If you are a servicemember on active duty looking to refinance your mortgage loan, please consult your legal advisor regarding whether your existing mortgage loan is eligible for benefits under the Servicemembers Civil Relief Act and how a refinance may impact those benefits.

Dun & Bradstreet Credit Advisors have the unique ability to work with companies to submit additional trade reference data to Dun & Bradstreet to build the most comprehensive credit profile and have the greatest impact on their Dun & Bradstreet scores and ratings.

Oakville - based wealth advisor Warren Baldwin of T. E. Wealth agrees, calling the senior actuary's report a «bit of a tempest in a teapot» given that the impact on those eligible for GIS is an expected reduction in 2060 (which is when the enhanced CPP fully kicks in).

What about an advisor that puts you in a «separate account» stock trading platform — which pays no attention to taxes and the impact those trades have on the rest of your finances?

Given Australia has just experienced its hottest 12 month period on record, after recording its hottest year on record, after the world experienced its hottest decade on record, and as a report says Australia is more exposed to climate change impacts than any other advanced economy, perhaps it's time Tony Abbott cast aside the ageing anti-science advisors in his ranks.

Ms. Linowes, who holds a B.S. in computer science and an MBA, has served as technical advisor for Laura Israel's Windfall, the award - winning documentary on the impact of large - scale wind development on rural communities.

Tol is a prolific and widely - cited author on the economic impact of future climate change and is an advisor to the Global Warming Policy Foundation, a British organization opposed to taking action on climate change.

The U.K. government's chief scientific advisor, John Beddington, has acknowledged some climate scientists exaggerated the impact of global warming and called for more honesty in explaining to the public the inherent uncertainties of predictions based on computer climate models, adding: «I don't think it's healthy to dismiss proper skepticism.»

«Thanks to inspired and motivated action taken by a number of IMO member states to move towards a ban on heavy fuel oil, Arctic communities and ecosystems will be protected from the threat of oil spills, and the impact of black carbon emissions,» said Dr. Sian Prior, lead advisor to the Clean Arctic Alliance, a coalition of 18 non-governmental organizations working to end HFO use as marine fuel in Arctic waters.

Similarly, our Public Policy and Government Affairs practice includes preeminent lawyers and advisors who provide government relations and strategic counsel on issues that impact financial institution operations and business models.