Sentences with phrase «independent financial advisers»

It is quite common for financial sales consultants with successful employment experience to launch their own businesses as independent financial advisers (IFAs).

You could get a 30 - year policy for half or two - thirds of the amount you need, and a 20 - year policy for the other part, says Tim Maurer, a certified financial planner in Charleston, S.C., and director of personal finance for the BAM Alliance, a network of independent financial advisers.

«The concern the whole industry has is that there will be a backlash and that it won't be managed in such a way that it allows for the independent financial advisers, wealth managers and stockbrokers to operate efficiently.»

Addleshaw Goddard represents a large number of UK and overseas pension providers, trustees, operators, banks, fund managers, platform providers, wealth managers, insurers, independent financial advisers and pension consolidators.

The claimant was a company acting as independent financial advisers.

There are already many multi-profession organisations including accountants, surveyors and independent financial advisers, so it's hardly a new concept.

The changes should ensure that independent financial advisers no longer receive payment for their advice by taking a regular cut of their clients funds via commission payments, something the clients may not be aware of at all.

Almary Green is an award winning firm of independent financial advisers helping individuals and businesses throughout East Anglia and beyond.

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

It is registered as an authorised insurer in Hong Kong to provide long - term savings and investment solutions for customers and distributes products through strategic partnerships with independent financial advisers.

The retirement industry has become a «multi-billion-dollar annual business» that encompasses the mutual fund giants, banks, insurance companies, independent financial advisers, brokers, market researchers, academics and yes, the media, including magazines.

Since the yield for most CDs remain lower than inflation, which is at 2.1 %, they are not an attractive option for investors, said Conor Delaney, co-founder and president at Good Life Advisor Systems, a Wyomissing, Penn. company which provides turnkey solutions to independent financial advisers.

Rick Edelman is one of the smartest and most ethical independent financial advisers available.

There are plenty of independent financial advisers out there who - unlike the banks - aren't intent on making more money flogging their own proprietary investment products.»

Elsewhere in the cryptocurrency space, deVere Group, an independent financial adviser with $ 12 billion under advisement, announced plans to launch its own cryptocurrency app.

You are advised to discuss your specific requirements with an independent financial adviser.

The Independent Committee will be authorized to retain advisers, including an independent financial adviser and legal counsel, to assist it in its work.»

It is very important that you get independent financial advice from an independent financial adviser (IFA) about the advantages and disadvantages of an equity release scheme.

Search for an independent financial adviser by using the FCA register.

Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.

Alternatively, you can speak to an independent financial adviser (IFA).

However, for those with bigger estates, an independent financial adviser may, depending on their qualification, be able to help (see the Financial Advice guide), but a solicitor or tax accountant is a better bet for more specialised info.

If you are considering moving money from a final salary scheme pension or a defined benefit pension, get specialist pension advice from an independent financial adviser first.

You are advised to discuss your specific requirements with an independent financial adviser.

Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.

Choosing fossil - free funds, ethical funds, an independent financial adviser and using direct investments and crowdfunding to fund social and environmental projects.

Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.

Moore Blatch, one of the leading lawyers in the South with a busy office in Lymington, will be co-sponsoring the event with independent financial adviser firm, Station Financial.

Malaysia About Blog The official blog of CF Lieu, independent financial adviser in Malaysia.

You can find an independent financial adviser on the Unbiased website, or for financial advisers based in England or Wales who are accredited as experts in separation on the Resolution website.

However, the money advice service can not recommend specific financial products and always recommends that you seek further information from an independent financial adviser, and / or further information from the providers of specific financial products.

You should take advice by contacting either The Pensions Advisory Service, which is free to use and impartial, or an independent financial adviser, who will charge you for their time.

You can find an independent financial adviser on the Money Advice Service website.

When that arises, both sides employ the services of an independent financial adviser to help them.

Not exact matches

«Under Jack Bogle, growth was a side effect,» says Daniel P. Wiener, a journalist - turned - financial - adviser who has published his popular subscription newsletter, The Independent Adviser for Vanguard Investors, for 26 years.

William worked as a Senior Financial Consultant for a Fortune 500 bank before he started his own independent practice as a financialFinancial Consultant for a Fortune 500 bank before he started his own independent practice as a financialfinancial adviser.

How might they still be able to hire independent private attorneys to pursue financial advisers who violate the Rule?

Financial advisers depend on Valuentum's independent insight to save time and make sound decisions about what securities to consider buying or selling.

An outside financial adviser and an independent auditor for the Town of Oyster Bay both testified Tuesday that the town kept them in the dark for years about the millions of dollars of town - guaranteed loans for restaurateur Harendra Singh.

Exclusive: In an interview with The Independent, the Shadow Chancellor said the leak detailing the financial affairs of the global elite «demonstrates there's a culture that has been developed even amongst advisers to the Queen that this is acceptable»

You should consider consulting a qualified independent credit counselor or other experienced financial adviser regarding the rate, fees, and provisions of this mortgage loan before you proceed.

If you're looking for the personal touch and broad financial advice, you're probably best off looking for a non-bank independent mutual fund adviser.

About Blog Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.

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About Site - Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.

About one - quarter of current non-users indicate they are likely to start offering one of three types of advice: access to a financial adviser (27 %), one - on - one advice provided by an independent third party (25 %) and online investment models provided by the plan provider (23 %).

A trade association representing independent broker - dealers and financial advisers is calling on Finra to allow firms to decide for themselves whether to supervise their representatives» work for third - party investment advisory firms.

Sales staff or financial advisers will also have to state if they are really independent, or restricted to just selling the policies of particular financial groups.

This methodology allows advisers and clients to enhance their current qualitative analysis of products, and implement an independent approach to reviewing, assessing and recommending an annuity based on financial and actuarial models, the firm notes.

Twenty - five percent of employees miss out on this free money because they don't contribute enough to their retirement plan to get their employer's full matching contribution, according to Financial Engines, an independent investment adviser website.