Sentences with phrase «independent financial advice in»

Not exact matches

Woodside Capital Partners is a global, independent investment bank that delivers world - class strategic and financial advice to emerging growth companies in the technology sector.

Principal Financial executives made clear last week that the company would not accept any fiduciary obligation in connection with distributors in the independent channel as the company doesn't sell its retirement plans or retirement plan advice on a direct basis.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

Ultimately, you and you alone are responsible for the decisions you make in life, so please contact an independent financial professional for advice regarding your unique personal situation.

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offeringIn addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offeringin this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

This philosophy is further reflected in our commitment to offering independent, unbiased advice that is untainted by conflicts and cross-selling that arises with institutions with broader and more varied financial services and product offerings.

The opinions expressed in this Site do not constitute investment advice and independent financial advice should be sought where appropriate.

Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions.

His last crusade roiled the accounting establishment, resulting in changes to state rules that broadened the profession's emphasis from independent audits to selling financial advice.

Back in 2002 a group of educational travel companies came together and pioneered a robust verification scheme which featured an audit of all members every year by independent experts By measuring against a comprehensive code of practice that had been developed with, amongst others, health & safety experts, teachers» unions», head teachers» associations, outdoor advisors and top legal advice, the audit ensures all aspects of a company's business was examined, this includes worldwide health & safety management, financial security, consumer protection, fair terms and conditions and, for when it does go wrong, a commitment to independent arbitration.

Established in 1992 as an independent, state - funded entity, FCMAT supports California's local educational agencies in fulfilling their financial, management, and data management responsibilities by providing fiscal advice, management assistance, data management assistance, training, and other related school business and data management services.

The Board of Education elected to begin using variable rate debt in Fiscal Year 2001, with the advice of independent financial advisors.

Based on my research, it quickly became apparent that in addition to following expert advice on financial sustainability, Maui's small independent school leaders had to think like entrepreneurs in order to survive the challenging economic environment of those years.

«If you're looking for independent financial advice from an advocate who works for you, and not the mutual fund company, you should choose a financial planner who is compensated in a way that aligns your interest with theirs.»

I worked in an independent brokerage that gave financial advice everyday to clients, and I was shocked about how tainted the advice was.

VA's Insurance Service provides beneficiaries with free, professional financial advice from FinancialPoint, an independent company whose team of professionals are experts in handling a wide range of financial matters.

If you are thinking of cashing in your endowment policy, or changing to a repayment mortgage, you should always get independent financial advice.

For a list of independent financial advisers in your area, you could contact The Money Advice Service www.moneyadviceservice.org.uk.

We recommend you do not invest in these products unless you have a written Statement of Advice from an independent, licensed financial planner stating that the product is suitable for you.

An independent expert report is usually written by an accounting or financial advice firm experienced in both valuations and corporate transactions.

If you are in any doubt about any of the information on this web site, please consult your independent financial or other such adviser authorised to give investment advice under the Financial Services and Markets financial or other such adviser authorised to give investment advice under the Financial Services and Markets Financial Services and Markets Act 2000.

· ability to read and understand basic financial statements; · general understanding of the Company's industry; · relevant expertise upon which to be able to offer advice and guidance to management; · ability and sufficient time to devote to the affairs of the Company; · excellence in his field; · ability to exercise sound business judgment; · commitment to vigorously represent the long - term interests of the Company's stockholders; and · an absence of factors that would preclude the Board from making a determination that the candidates are independent directors as defined in Rule 4200 (a)(15) of the rules of the NASDAQ Stock Market.

You should also seek independent financial and legal advice, and speak to your partner and family before you jump in.

Late in 2006, after realizing my large investment portfolio was all over the map, I hired an independent financial planner so that I could get the whole picture of my holdings on one page and hopefully get advice (and action) on reducing tax exposure.

Kevin Bourke is affiliated with LPL and provides access to independent financial planning services, investment advice and asset management services to clients in the Santa Barbara area.

Congruent was established in 2013 in response to a growing demand from corporate clients seeking independent, professional advice on banking and financial product risk management & hedging arrangements.

For a binding financial agreement to be binding it must be in writing signed by both parties; be given (the original) to one party with a copy given to the other; specify the extent of any spousal maintenance provided; and state that both parties have received specified independent legal advice and annex a certificate of an independent lawyer to that effect.

Maybe that's high, maybe it's more 60/40, but I think it's that way because the volume still demands it and ultimately because of the way our firms set up because we have a blend of attorney's who are independent contractors versus W2 employees so the way our firm is setup, the firm still currently relies on me to be a significant revenue generator for the firm and if I step back where I was doing more marketing and managing than attorney work, we would see I think a significant impact on the financial end without me continuing to be a revenue generator, and that's something I'd love to tackle longterm because frankly the best advice I got in this process when I was considering expanding was do you want to be an attorney or do you want to be a business owner?

A couple who have engaged properly in the process of entering into a pre-nup with full financial disclosure and independent legal advice, are able to plan for their married life together with financial certainty and clarity.

If you wish to maximize the chances that your agreement will be legally enforceable then you should both have witnesses sign at the same time that you sign, but in addition to that you should both also have independent legal advice after exchanging properly sworn financial statements.

She has advised in particular in large high profile multi party claims from the Financial Compensation Scheme defending independent financial advisors and in bringing a claim by multiple claimants in regard to complicated financial pension advice against various financial institutions Financial Compensation Scheme defending independent financial advisors and in bringing a claim by multiple claimants in regard to complicated financial pension advice against various financial institutions financial advisors and in bringing a claim by multiple claimants in regard to complicated financial pension advice against various financial institutions financial pension advice against various financial institutions financial institutions and IFAs.

In its decision in the 2009 HudBay proceedings, the Ontario Securities Commission noted that an adviser's success - based compensation may adversely affect the ability of a board to rely on financial advice: «a fairness opinion prepared by a financial adviser who is being paid a signing fee or a success fee does not assist directors comprising a special committee of independent directors in demonstrating the due care they have taken in complying with their fiduciary duties in approving a transaction.&raquIn its decision in the 2009 HudBay proceedings, the Ontario Securities Commission noted that an adviser's success - based compensation may adversely affect the ability of a board to rely on financial advice: «a fairness opinion prepared by a financial adviser who is being paid a signing fee or a success fee does not assist directors comprising a special committee of independent directors in demonstrating the due care they have taken in complying with their fiduciary duties in approving a transaction.&raquin the 2009 HudBay proceedings, the Ontario Securities Commission noted that an adviser's success - based compensation may adversely affect the ability of a board to rely on financial advice: «a fairness opinion prepared by a financial adviser who is being paid a signing fee or a success fee does not assist directors comprising a special committee of independent directors in demonstrating the due care they have taken in complying with their fiduciary duties in approving a transaction.&raquin demonstrating the due care they have taken in complying with their fiduciary duties in approving a transaction.&raquin complying with their fiduciary duties in approving a transaction.&raquin approving a transaction.»

Regardless of how amicable a divorce might be, you should always obtain independent legal advice as solicitors are experienced in dealing with financial settlements and they will be able to make sure that you are receiving a fair share.

If you require advice or assistance in determining what coverage you may need, you can speak with an independent insurance agent, an attorney, or a financial planner for more valuable advice.

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At Local Financial Advice we're dedicated to helping users to connect to the highest quality independent financial advisors in thFinancial Advice we're dedicated to helping users to connect to the highest quality independent financial advisors in thfinancial advisors in their area.

North Melbourne, Melbourne About Blog Empower Wealth are a team of qualified, experienced advisors who provide tailored, independent property and financial investment advice in Melbourne.

Whilst it is always advisable to consider whether independent legal advice would be appropriate, especially when there are children and complicated financial issues to discuss, there is no reason why someone who is comfortable with filling in forms and reading guidance notes should not consider a DIY divorce as an option if saving money is the priority and a very helpful government website can be found at https://www.gov.uk/divorce/overview