Sentences with phrase «important by advisors»

Not exact matches

As with regulatory examinations, however, it's important to realize that a deficiency letter is by no means an indication that your advisor is a bad guy.

For advisors, it's important to spot areas most likely affected by those trends and evaluate whether they represent potential growth opportunities for client portfolios.

Remember: It's very important to have your standard contract reviewed by your legal counsel or advisor.

Although the digital experience is important, Foy said, «real loyalty among millennials is much more heavily influenced by frequent communication with an advisor in the context of a goals - based strategy.»

In December, a survey of advisors conducted by ETF.com/BBH revealed that 64 % of respondents deemed an ETF's expense ratio as very important when sorting through the choices.

Sales training is important, but finding the right clients by profiling is how BGAs really can help advisors make sales...

He did so with express forethought, against the advice of nearly all his important advisors, and to immense hand wringing by Western journalists.

«These visiting scholars help us directly by sharing their knowledge, as informal advisors, but also more broadly by making AAAS a place for new and important ideas,» says Wang.

Before you vow never to meet people in person again, it's important to note that the study was funded by eHarmony.com and Cacioppo is paid as a scientific advisor for eHarmony.

Keep in mind that any mortgage debt that is forgiven by the mortgage lender in such a deal may be taxable, so it's important to consult with a tax advisor.

Because so much attention is paid to managers» performance track records, the way that performance is measured and compared by funds and advisors is important.

Your next must - read, More Important Than Money, by Robert Kiyosaki and the Rich Dad Advisors is now available for purchase!

It's important to compare total fees you are charged for your Aspiration investment with those charged by robo - advisors such as Betterment and Wealthfront.

At the same time, it was widely recognized by panelists and thoughtful advisors in the audience that robo - solutions lack some important «soft» qualities, which represent substantial benefits to clients.

The book provides thorough coverage of all the important rules and strategies, however, making it suitable for use as a reference by financial advisors or other professionals dealing with these kinds of accounts.

The Advisor Channel is more highly coveted than at any other time in history, the industry often forgets that all financial products are sold, there is a refreshing trend by market participants to recognize and respect independent financial advisors for there ability attract and retain important long - term financial relationships.

* Our advisors can help you reach your financial goals by learning what's important to you, then designing a plan that aligns with your needs, experience, and time horizon.

Given the important role played by tax advisors and other individuals involved in transactions affected by income tax considerations, Parliament enacted s. 163.2 of the Income Tax Act, R.S.C. 1985, c. 1 (5th Supp.)

On the second day, the panel of accomplished and wise Aboriginal women (led by senior federal advisor Kerrie Tim, with Eileen Cummings, June Oscar AO, and Karen Nangala Woodley) was also a standout because it reminded us how important it is that we acknowledge that our research is taking place in a context of a colonised white Australia, and that white research has long been used to entrench racism and sexism in Aboriginal communities, rather than to enhance understanding and bring about transformative social change.

Michael Scherer of Inland Investment advisors pointed to significant differences in how to approach a family office: «Because there is typically a lack of a real estate professional within a family market fund, it's important to keep in mind that this isn't a market you sell to; it's a market that you teach and build your brand by talking about what you do best.