Sentences with phrase «independent advisors»

RCAP, which has built a network of about 9,700 independent advisors through acquisition, said it has also nixed subadvisory agreements between RCAP and five Cole Capital non-traded REITs.

Under the terms of the agreement, Realogy may solicit alternative proposals from third parties until February 14, 2007 and intends to consider any such proposals through its special committee and with the assistance of its independent advisors, it says.

The second benefit is that independent advisors can devise creative, innovative solutions to meet the needs of individual clients.

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.

Track record of implementing business development strategies for financial services companies and independent advisors to increase practice efficiency, overall sales and profits.

Reach out to us today and our independent advisors will find the perfect plan that fits your budget, your lifestyle, and your families needs.

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.

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.

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.

In its own statement, Eni «reaffirmed its confidence that the company was not involved in alleged corrupt activities in relation to the transaction», following «independent advisors» investigations» and expressed «its full confidence that chief executive Claudio Descalzi was not involved in the alleged illegal conduct».

The diverse group of independent advisors will also focus on Blue...

«The transition to wealth management has spurred a massive shift to fee - based accounts, the explosion of independent and hybrid RIAs, and the success of a growing number of providers to independent advisors, from custodial platforms like Schwab Advisor Services and Fidelity Institutional Wealth Services to asset managers like Vanguard and Dimensional Fund Advisors.»

Global retail distribution capabilities with leading partners, including banks, brokerage firms, insurance companies and independent advisors

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

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

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

49 % of independent advisors» new clients came from full - service brokerage firms in 2006.

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

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.

Usually, bankers or independent advisors have decent investment products for the masses and they will be able to help you set up your account.

Reach out to us today and our independent advisors will find the perfect plan that fits your budget, your lifestyle, and your families needs.

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.

Fortunately, there are independent advisors that can get side by side price comparisons of all of these annuities so you can see the pros, cons, features, fees, expenses, and performance measures before you buy.

The posted material is NOT a recommendation by Interactive Brokers (IB) that you or your clients should contract for the services of or invest with any of the independent advisors or hedge funds or others who may post on IB Traders» Insight or invest with any advisors or hedge funds.

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

Thanks to our Ministers, who overcame resistance from right - wing Tories, the Bill does make a provision to allow a target to be set in the future — but as industry itself, and the Government's independent advisors, the Committee on Climate Change (CCC), have made clear, investors in low - carbon energy need more certainty than this possible future promise before they go ahead and invest billions in new renewable energy installations.

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

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.

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.

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.

«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.

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.

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

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.

The annual ranking is Barron's largest, most comprehensive listing, encompassing financial advisors from all over the nation, from small independent advisors to big Wall Street firms.

In general, management makes an initial recommendation for the goals, which is then reviewed and discussed by the HRC Committee and its independent advisors.

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

«Over the next 10 years, we estimate ~ $ 740 billion in ETF flows resulting from 1) DC assets rolling off into IRAs as workers retire (est. $ 6.3 tn, adding $ 440bn in ETFs), 2) retail assets moving from wirehouses to independent advisors (est. $ 2.7 tn, adding $ 300bn in ETFs), and 3) increasing regulatory scrutiny on management fees on retirement assets under advisory,» notes Goldman.

George Tamer, oversees a team that works to help independent advisors achieve their business goals by helping them implement industry best practices including marketing and business development, workflow processes, and technology usage.

In general, management makes the initial recommendation for the financial targets, and these recommendations are reviewed and discussed by the Committee and its independent advisors.

«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.»

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.

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

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

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.

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

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.