Sentences with phrase «independent advisor»

Instead, its members will act as independent advisors and advocates, and will both accept direct instructions from clients and work alongside local and international law firms.

Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

Otherwise, there are independent advisors everywhere who would be happy to talk with you.

The company has over 1.7 million active customers today, all through independent advisors and brokers.

We remain independent advisors while aiding the client in the selection of technology partners and vendors who could carry out the implementation.

Several years ago, they allowed independent advisors to offer their products to clients and had a nice report for advisors to track assets, etc. for clients.

Ask your advisor for an investment proposal, but also consider bank independent advisors.

As independent advisors, it's our job to make sure that our clients have a full team of experts behind them so that they can make informed decisions.

The audit committee should have its own independent advisors to receive the complaint directly, and then communicate with management on behalf of the audit committee.

Otherwise, there are independent advisors everywhere who would be happy to talk with you.

Corporate advisory boutique Reunion Capital Partners won the role of independent advisor for the Accolade IPO in August as revealed by The Australian Financial Review.

The advisor world's best - known advisor's «advisor,» Bob Veres, has written extensively on how very different broker - dealers (sales persons) are from independent advisors.

His latest book, «Unshakeable,» was written with Peter Mallouk, Barron's top - ranked independent advisor for three years and president of Creative Planning, whose board Robbins has joined.

Saint Petersburg, Florida About Blog Doyle Wealth Management is a privately owned, independent advisor unaffiliated with any bank or broker - dealer, making us free from the conflicts of interest in larger organizations.

The new Department of Labor fiduciary standard represents «the most dramatic regulatory change in a number of decades, suffice to say,» explained Scott Curtis, head of Raymond James» independent advisor channel, in an interview on Tuesday.

«Many large broker - dealers in the wealth management industry don't really know how to deal with different fee models, and as a result may fall behind, giving independent advisors who have more flexibility in their pricing model an advantage,» Micciche said.

«We're confident our current suite of liquid alternative mutual funds combined with the non-traded products we'll be launching over the next few months will offer independent advisors one of the industry's strongest and most robust product lineups.»

PagnatoKarp is a wealth advisory firm based in Reston, VA with Paul Pagnato, Founder and CEO, ranked # 19 on Barron's Top Independent Advisors and # 30 on Forbes America's Top Wealth Advisors lists.

A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part the caisses populaire distribute their fund products through their retail branches as well as via independent advisors and brokers.

The brand recognition and company culture, one of service provision rather than product sales, continually attracts independent advisors and fiduciary mom - and - pops to Weissbluth's firm.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

Mr. McDaniel will be responsible for expanding Highland's current outreach to top - tier independent advisors.

Edelman, ranked No. 1 independent advisor nationwide by Barron's three times, deems wirehouses the channel most vulnerable to the rule's repercussions.

The offering will be available to Riskalyze users including Registered Independent Advisors, Independent Broker - Dealers, investment managers, plan sponsors, and employees.

For access to the many resources and products available to traditional employees, independent advisors typically affiliate with a broker / dealer and pay for needed services on an à la carte basis.

Pagnato is listed at # 30 for the second year in a row on the Forbes list, and was recently ranked # 19 on Barron's Top 100 Independent Advisors List.

The Compensation Committee has the authority to engage independent advisors, such as compensation consultants, to assist it in carrying out its responsibilities.

Contribution by Professor Bernadette Drummond, School of Dentistry, University of Otago and former independent advisor to the Sugar Research Advisory Service.

Partnered with PPI to launch robo service for independent advisors primarily in insurance in January, 2018.

He suggested that the Prime Minister's independent advisor on ministerial standards, Sir Philip Mawer, should look into it.

Vanguard Group offers four value - tilted index mutual funds that are available directly to investors, while Dimensional Fund Advisors offers a variety of value funds through its network of independent advisors.

Brian Mitts, CEO of NextPoint Advisors and head of business development for Highland's alternative products, says alternatives offer a «compelling, income producing and non-correlated investment option for investors,» and that adding non-traded products to his company's existing mix of liquid alternative funds will «offer independent advisors one of the industry's strongest and most robust product lineups.»

We have access to a platform of Private Wealth Managers which may not be available to smaller independent advisors.

Paul Pagnato is currently ranked # 19 on Barron's Top Independent Advisors, # 30 on Forbes America's Top Wealth Advisors, and # 2 in Virginia on Forbes Best - In - State Wealth Advisors lists.

A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokers.

Any individual doing estates planning should consult with their own independent advisor that understands their particular legal and tax circumstances.

Clients have flexible choices, and are provided with expert advice and knowledge by Financial Advisors which either operate as Tied - Agents, or Independent Advisors for Liberty.

Richard Leblanc is a corporate governance lawyer, speaker and independent advisor to leading boards of directors.

If the complaint is serious enough, independent advisors should lead the investigation, not management.

Richard Leblanc is a governance lawyer, academic, speaker and independent advisor to leading Canadian and international boards of directors.

Richard Leblanc is a lawyer, corporate governance academic, speaker and independent advisor to leading Canadian and international boards of directors.

To those outside of the finance sector, this means that instead of working with one financial institution's broker, who sells you an option of that institution's products and services, you work with an independent advisor who is legally obligated to advise you on the best product or solution for your portfolio — from various financial institutions.

Richard Leblanc is a governance lawyer, academic, speaker and independent advisor to leading boards of directors.

«Many clients hire an «independent advisor» only to find out the independent advisor is also a broker.»