Sentences with phrase «include fee management»

Not exact matches

Since critics, including the private insurance industry, shot down his idea of a Canada Supplementary Pension Plan, Ambachtsheer has thrown his support behind changing the law to allow the private sector to offer essentially the same thing: portable plans that meet certain criteria for governance, performance and low management fees.

That fee includes the cost of management, but it doesn't include investment expenses.

The fee analysis includes all fund fees, except management fees you would be paying to an adviser.

From 2012, the year he became CEO, to 2015, Marriott's fees from management and franchising, as well as such additional income including credit card fees, expanded by 31 %, to $ 2 billion.

An expense ratio is how much it costs to run a fund, including fees paid for management, recordkeeping, custodial services and taxes.

In terms of more traditional financials, Ares reports $ 873 million in 2013 revenue — including $ 517 million in management fees and $ 176 million in performance fees — compared to $ 1.26 billion in 2012 revenue.

Betterment's low management fee includes all rebalancing, transaction and trade fees; these are all things that might be killing your target date fund returns.

Fees include 2.5 percent for management and 45 percent for performance.

There are several solutions to this, including recalling capital, having an annex fund, and suspending management fees, but the best is having the cash in the first place...»

Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee - paying and non-fee-paying portfolios.

We included base trading fees, account management and services fees, and other miscellaneous fees to calculate the average costs.

Wrap fees can include investment management fees, surrender charges, mortality and expense risk charges, and administration fees.

Indemnification As a condition of your use of the Services, you agree to indemnify and hold Wellington Management, its affiliates, and its and their respective partners, directors, employees, and agents harmless from and against any and all claims, losses, liability, costs, and expenses (including but not limited to attorneys» fees) arising from your use of the web site or from your violation of these Terms.

This can include costs such as administrative, compliance, distribution, management, marketing, shareholder services, record - keeping fees and other costs.

Expenses include the management fee, other fund expenses, and 12b - 1 annual distribution charges if any.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

2017.04.03 RBC Global Asset Management announces changes to certain RBC Funds and PH&N Funds RBC Global Asset Management Inc. («RBC GAM Inc.») announced today a number of changes to certain RBC Funds and PH&N Funds, including mergers, fee reductions and proposed changes to investment objectives.

Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.

Common commercial real estate operating expenses include real estate and personal property taxes, property insurance, management fees (on or off - site), repairs and maintenance, utilities, and other miscellaneous expenses (accounting, legal, etc.).

Active asset managers are under pressure from index - tracking passive funds, which charge lower fees, and there are other possible bidders for Hermes, which has nearly 31 billion pounds ($ 41 billion) in assets under management, include Australian fund manager Challenger (CGF.AX) and U.S. firms Old Mutual Asset Management OMAM.N and Eaton Vance (EV.N), the soumanagement, include Australian fund manager Challenger (CGF.AX) and U.S. firms Old Mutual Asset Management OMAM.N and Eaton Vance (EV.N), the souManagement OMAM.N and Eaton Vance (EV.N), the source added.

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

The publicly available paperwork includes dozens of pages of information about a firm, including its fee structure, total assets under management, other business activities, any disciplinary issues on record and more.

The company's product portfolio consists of charge and credit card products; expense management products and services; consumer and business travel services; stored value products, including travelers checks and other prepaid products; network services; merchant acquisition and processing, and servicing and settlement, as well as point - of - sale, marketing, and information products and services for merchants; and fee services comprising market and trend analyses and related consulting services, fraud prevention services, and the design of customer loyalty and rewards programs.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Different financial advisors have various ways of charging for their services, including: Commissions Flat or Hourly Fees Assets Under Management (AUM) Fee Based (Combination of fees and commissions) All of these payment methods are used by legitimate and reputable retirement financial plannFees Assets Under Management (AUM) Fee Based (Combination of fees and commissions) All of these payment methods are used by legitimate and reputable retirement financial plannfees and commissions) All of these payment methods are used by legitimate and reputable retirement financial planners.

Assets under management are calculated based on the assets on which MFS receives an asset - based management fee, including assets subject to non-discretionary advisory relationships.

To own any given fund, you'll pay much more than just an annual management fee, including...

Bauer - Simmons, whose agency offers debt management, explained these services include negotiating with your creditors, primarily to lower interest rates and reduce or remove fees.

Our estimate includes Club Management Fees for one Anytime Fitness center, for a period of three months, at the $ 179 per month rate.

The construction firm agreed to reduce its construction management fees, including a $ 135,000 cap in reimbursable expenses rather than MTI's proposed $ 150,000 charge, and a fixed $ 100,000 construction management charge rather than a floating fee.

Mass Audubon recognizes and appreciates the sporting community's contributions to wildlife management and in conserving critical wildlife habitat, including thousands of acres in Massachusetts through their federal duck stamp purchases and fees collected from Massachusetts fishing, hunting, and sporting licenses.

The 2013 - 14 Executive Budget and Management Plan builds on two years of balanced, fiscally responsible budgeting and invests in economic development, education reform, rebuilding after Superstorm Sandy, provides support to local governments and school districts, and includes no new taxes or fees.

Silver's other legal work, for a separate firm that handled property tax assessment appeals, was unknown to the public until a year ago: Prosecutors successfully argued that Silver received legal fees from real estate developers — including Glenwood Management, the state's most generous political donor — that had extensive business before the Legislature, and did his best to conceal the arrangement from ethics watchdogs.

Skelos was convicted of using his role to influence three firms — Glenwood Management, AbTech Industries and Physicians» Reciprocal Insurers — to give his son payments via different paths, including consulting fees and a no - show job.

Common Councilman Judd Krasher, who is running on the Working Families Party line for his 11th Ward seat in the general election against Democratic primary winner Alfredo Balarin, said including raises for mid - and high - level management is «absurd,» given the continuation of the city's trash fee and a tax increase.

Silver also took what he called referral fees from a real estate law firm while he directed tax breaks to two developers, including Glenwood Management, the largest political donor in the state.

Silver also received another $ 700,000 in referral fees from a real estate law firm in an alleged kickback scheme as he directed tax breaks to two developers, including Glenwood Management, the largest political donor in the state.

Some firms, though, including Blackstone, do not convert their management fees into capital gains.

U.S. Attorney Preet Bharara said Silver did no work for the referral fees and used his power as speaker to direct tax breaks to two developers he referred as clients to Goldberg & Iryami, including luxury real estate firm Glenwood Management, the state's largest political donor.

These functions include a variety of activities which assist both governmental agencies and the general public, such as: (1) Review and approve and sign street acquisition and damage maps for Department of Transportation (DOT) and Department of Environmental Protection (DEP); (2) Review and approve street alteration maps; (3) Review and ensure the maintenance of survey monument information; (4) Review and ensure maintenance of street grade and elevation data for the Borough; (5) Issuance of street house numbers and the management of the topographical record room; (6) Present new revenue stream ideas and develop the fee structure for topography services and a system to collect, maintain and reconcile said fees; and (7) Work with the Office of Management and Budget, the Comptroller's Office and other Borough President's Offices to ensure that the fee structure and collection system is compatible and apmanagement of the topographical record room; (6) Present new revenue stream ideas and develop the fee structure for topography services and a system to collect, maintain and reconcile said fees; and (7) Work with the Office of Management and Budget, the Comptroller's Office and other Borough President's Offices to ensure that the fee structure and collection system is compatible and apManagement and Budget, the Comptroller's Office and other Borough President's Offices to ensure that the fee structure and collection system is compatible and appropriate.

NSF has already implemented some of them, including staffing up its Large Facilities Office and clarifying how management fees can be used.

Wayzata, MN About Blog Aurochs Financial Group provides fee only financial planning and wealth management services to individuals and families including small - business owners, dentists, retirees and pre-retirees in Minneapolis / St Paul Minnesota and Nationally.

• Tuition or fees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of theFees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of thefees for the management of the ESA

Such resources might include an incubator for new schools; a network of organizations willing to provide management consulting and other services in return for fees paid by individual schools; organizations to analyze and publicize school performance information; and an independent inspectorate to assess the performance of individual schools in light of the challenges they face.

The three - year contract includes a $ 510,000 annual management fee.

The Registration Fee for the NE TURN Labor - Management Conference is $ 50 per person (includes breakfast on both days and lunch and social hour on Friday.)

Whenever any civil action has been brought against any officer of the Florida College System institution board of trustees, including a board member, or any person employed by or agent of the Florida College System institution board of trustees, of any Florida College System institution for any act or omission arising out of and in the course of the performance of his or her duties and responsibilities, the Florida College System institution board of trustees may defray all costs of defending such action, including reasonable attorney's fees and expenses together with costs of appeal, if any, and may save harmless and protect such person from any financial loss resulting therefrom; and the Florida College System institution board of trustees may be self - insured, to enter into risk management programs, or to purchase insurance for whatever coverage it may choose, or to have any combination thereof, to cover all such losses and expenses.

The Conference Fee for the MASE / FL TURN Labor - Management Conference is $ 50 per person (includes breakfast and lunch on both days) Payment made be made via purchase order or check made payable to the Consortium for Educational Change and mailed to: Consortium for Educational Change, 2030 Timberbrooke, Suite A, Springfield, IL 62704 Or fax to: 217-546-3038 Attention: Laura Sestak ([email protected])

According to Perry's application to open Harlem Capital Prep, his private corporation's financial plan was based on collecting management fees from all of his schools, including the public school in Hartford.

Includes the total sum of all billed fare media, mailing cost, the management fee for the stated month, distribution fees, credits and a total amount to be billed for the stated month.