Sentences with phrase «insurance asset management»

These activities complement Brookfield's core competencies and include global listed real estate and infrastructure equities, corporate high yield investments, opportunistic credit strategies and a dedicated insurance asset management division.

Not exact matches

The financial services holding company operates almost 2,000 financial centers in the U.S., offering banking services, asset management, securities brokerage and mortgage and insurance services.

Based in Winston - Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services.

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

Centered on innovation, the tangible LOFT spaces provide a platform for employees across the company to collaborate and devise new technological solutions for Manulife's various wealth and asset management, and insurance business lines.

We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions.

GLOBAL RISKS AND OPPORTUNITIES: The World View Hosted by Zurich Insurance Group Mary Callahan Erdoes, Chief Executive Officer, J.P. Morgan Asset Management Efrat Peled, Chairman and CEO, Arison Investments Susan Schwab, Former U.S. Trade Representative; Strategic Advisor, Mayer Brown; Professor, School of Public Policy, University of Maryland Isabelle Welton, Chief Human Resources Officer and Regional Chairman of Latin America, Zurich Insurance Group Moderator: Nina Easton, Washington Columnist; Senior Editor; Chair, MPW International and Co-chair, Global Forum, Fortune

She is a past director of Magna Vista Investment Management, PJ Doherty Associates, Canso Investment Counsel IRC, Cypress Capital Management, TAL Private Management, TAL Global Asset Management, Jones Brown Insurance, and the Canadian Investment Counseling Association.

We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.

«The biggest winners are likely to be Asian and global financial sector firms with intra-Asia regional capabilities and a focus on securities markets, pensions, insurance, asset management, and cross-border banking,» says Anil Agarwal, head of Asian financial research.

The company grew to more than 30,000 employees with 35 million clients and diversified into life insurance, banking, asset management, leasing and brokerage services.

Lapidus has arranged joint venture transactions with some of the most respected names in the industry including Prudential Real Estate Investors, The Florida State Board of Administration, Carlyle Realty Partners, General Electric Pension Trust, Principal Real Estate Advisors, JP Morgan Asset Management, Beacon Capital Partners, Morgan Stanley, Lehman Brothers, Zurich Insurance, Investcorp, RREEF, Blackrock, GreenOak, Tokyu Land Corporation and Columbia Property Trust.

«It reflects the direction of travel for Standard Life,» given the company's move in recent years to build up its asset management arm and move away from insurance, said Liontrust fund manager Jamie Clark, which holds shares in the firm.

Insurance companies said they planned to move or create 173 jobs overseas, up from 98 in the previous Reuters survey, and the asset management sector plans to move 304 roles.

In December, 2014, Manulife partnered with German insurance and asset management giant Allianz SE to invest $ 1 - billion in two office buildings in Chicago and Washington.

Further, please note that under the Foreign Exchange Transaction Regulations (the «FETR»), certain institutional investors including banks, securities companies, insurance companies and asset - management companies are permitted to invest in foreign securities directly.

The XP Group also includes an asset management company with more than $ 35 billion for over 500,000 clients under management and an insurance broker.

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.

Companies involved in activities such as banking, consumer finance, investment banking and brokerage, asset management, insurance and investment, and real estate, including REITs.

The firm also counsels family offices on portfolio management, record keeping, philanthropic management, multi-generational wealth management, compliance, regulatory assistance, risk management, insurance, life management, shared asset perks, training and education.

Regions provides traditional commercial, retail and mortgage banking services, as well as other financial services in the fields of investment banking, asset management, trust, mutual funds, securities brokerage, insurance and other specialty financing.»

For example, the financial sector can be broken down into industries such as asset management, life insurance, or brokerage.

• Asset and liability management of all insurance and financial accounts and of all money flows related to those in the pension insurance fund.

Moreover, shares of Manulife Financial, which together with its subsidiaries, provides financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions in Asia, Canada, and the US, have an RSI of 52.43.

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth 401k - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

- retirement savings and income - Pre-59 1/2 72t Calculations (avoiding penalty tax)- college savings and 529 plan illustrations - college cost and tuition data - Coverdell education savings - risk profile questionnaires and quizes - model portfolio illustrations - asset allocation and portfolio optimization - portfolio management and value tracking - 401 (k) retirement savings - Cost of waiting to save - Effect of Taxes and Inflation - Estate Tax Estimator - Finding Money for your savings goals - Health Savings Account (HSA) illustrations - Historical Hypothetical Portfolio Performance - Impact of Inflation - Life Insurance Needs Analysis - IRA Eligibility (all types of IRAs)- IRA Savings and Goal Analysis - IRA Required Minimum Distributions (RMDs)- IRA to Roth Conversion - Long Term Care Insurance - Lumpsum Distributions vs. Rollover Distributions - Model Portfolio Creation and Comparisons - Mortgage Amortization - Net Unrealized Appreciation of Employer Stock - Net Worth Estimator - New Value Calculator - Pension / Defined Benefit Income estimates - Portfolio Allocation Rebalancing - Portfolio Optimization and «Advice» - Portfolio Return Calculations - Paycheck Tax Savings - Required Minimum Distribution calculations - Retirement Budget and Expense Planning - Retirement Income Analyzer - Retirement Savings Estimator - Risk Tolerance Profile - Roth Conversion - Roth v. IRA illustrations - Short Term Savings goals - Social Security benefit estimates - Stretch IRA / Legacy IRA illustrations - Tax Free Yield calculations

See «Former SEC Asset Management Unit Co-Chief Robert Kaplan and Former NYS Insurance Superintendent Eric Dinallo, Both Current Debevoise Partners, Discuss the Purpose, Process and Consequences of Presence Examinations of Hedge Fund Managers,» The Hedge Fund Law Report, Vol.

Fosun Group has $ 150B Asset under management, and through its insurance & multi-industry business, generates over $ 20B investible assets each year for deployment.

Northwestern Mutual, which has more than $ 90 billion in assets under management, found LearnVest's approach to financial education to be complementary to its existing services, which include financial planning and insurance.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Wall Street analysts had sought guidance and clues from the New York - based asset management and retirement company about the future of its life insurance business.

Commonwealth Bank is also looking at the future of its global asset management business, after selling its life insurance unit last year.

The reciprocal insurer holds assets and liabilities, while the management company makes its money by selling malpractice insurance, and taking a percentage cut of the resulting premiums.

Africa Internet Group (AIG), a leading e-commerce group in Africa, and AXA, a worldwide leader in insurance and asset management, have announced a partnership whereby AXA will become the exclusive provider of insurance products and services through Jumia and other AIG online and mobile platforms in Africa, ClassFMonline.com can confirm.

The Allianz Group is a global financial services provider, headquartered in Munich, Germany, with services predominantly in the insurance and asset management business.

The firm served several of the largest financial services companies of the world including asset management, credit card, insurance and lending companies in the areas of investment optimization, target marketing and risk management.

Most recently, he was a partner in the New York office of the global management consulting firm McKinsey & Co., where he was a leader in the financial institutions practice focusing on insurance and asset management.

Calling themselves the «Connecticut Council for Education Reform «top executives from New Alliance Bank, The Hartford Insurance Company, UBS Private Wealth Office, Yale New Haven Hospital System, Webster Bank, The Community Foundation of Greater New Haven, Nestle Waters North America, First Niagara Financial Group, Yale University, the Travelers Companies, Inc., The Connecticut Business & Industry Association, United Illuminating Holdings Corporation and GE Asset Management are pushing to take center stage in this year's education reform debate.

LFG has $ 241 billion total assets under management and is ranked # 1 in Universal Life Insurance and Variable Life Insurance sales.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

Overall, the insurance and asset management firm ranked Canadians the 8th richest in the world in terms of net per capital financial assets, behind Switzerland, the U.S., Belgium, Netherlands, Japan, Sweden and Taiwan.

Less common are asset management services, and owning insurance companies, but some of the bigger firms do those.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociaManagement, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and sociamanagement, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

Principal Financial Group works with its clients to build, protect and advance each clients financial health via insurance, asset management, retirement solutions.

As one of the biggest insurance and financial services companies in the world, Nationwide and its affiliates provide property and casualty insurance, life insurance and retirement savings, asset management and strategic investments.

And if you are a landlord, protecting your valuable real estate asset with landlord's insurance is a very prudent risk management decision.

Today, the company has six business segments: Servicing, Originations, Reverse Mortgage, Asset Receivables Management, Insurance, and Loans and Residuals.

We'll set the stage for your continuous financial growth with a mixture of various products including asset management, insurance plans, retirement plans, and equities.

Schroders has been managing assets for insurance clients since 1972 and now has $ 104.2 billion of external insurance client assets under management.

Investments / Insurance: Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value The video commentaries presented on this page are provided for informational purposes only by USAA Asset Management Company (AMCO) and / or USAA Investment Management Company (IMCO), both registered investment advisers.