Sentences with phrase «investment clients»

My opinion on the matter is straightforward: All advisers, planners, brokers and agents working with investment clients should adhere to the fiduciary standard.

His specialty has been representation of long - term investment clients on a national basis.

The needs of real estate investment clients differ greatly from traditional home buyers.

Because saving is sold as a long term investment your client is not likely to close the account any time soon.

The Four Benefits of Commercial Real Estate Investing & You is designed as a marketing tool to help would - be investment clients learn more about the commercial real estate field.

We've helped many of our real estate investment clients purchase their own inventory.

Brian's specialties include M&A / Exit Strategies and Information Protection for Investment Clients located in the United States, Germany, United Kingdom, and the Middle East.

This new commercial real estate offering provides a complete set of tools and resources for Royal LePage Signature Realty's dedicated commercial practitioners to address the property brokerage and leasing needs of business and investment clients in the Greater Toronto Area.

In January 2015, he founded W4i, an active asset management company which aligns the interests of investment clients and fund managers.

CRM2 is a series of reforms that aim to improve disclosure to investment clients about the costs and performance of their investments, and the content of their accounts.

Yancey - Hausman's investment clients boast a successful track record of substantial investment returns and many have been re-investing with the company over the years.

Prior to joining the Company, from February 2009 through June 2011, Mr. Stolz was a Principal at ghSMART, a leadership consulting and advisory firm where he worked with corporate and alternative investment clients on human resource issues.

Every novice investor, new immigrant, advisor or savvy investment client will benefit by knowing the underlying mechanism of buying selling and trading Canadian mutual funds to achieve some long - term investment goals.

Here is a funny article about why statisticians make lousy investment clients.

David joined from Stamford Associates where he was Deputy CIO responsible for devising and implementing investment strategies for a range of its largest investment clients.

Recently even Britain's Financial Times acknowledged the Carbon Bubble and reported that market analysts are steering investment clients away from high - carbon fossil fuels.

Macfarlanes is advising new real estate investment client Fonciere des Regions on its # 858m purchase of a portfolio of UK hotels from private equity fund Starwood Capital.

Our London Commercial Litigation team has secured a win for property investment client Greenridge...

Graduate Banking Sales Executive - FinTech Sales - # 40k OTE Salary: # 21 - 24k Basic salary with # 40k OTE in the 1st year Start date: ASAP Location: Bank, City of London The Company: A market leading global financial services institution, providing a Technology solutions for its leading Investment clients...

Garland shared that for his residential investment clients, he starts with a visit to his MLS and then researches the same property in RPR to gather secondary data to support the reasons behind an investment.

Scott H. Husselbee, managing director of LPA, says the new firm offers investment clients a comprehensive range of services, including identifying properties, negotiating purchase agreements, leasing and property management.

The Wow Group is a special recognition given to all of our real estate investment clients who have five or more properties in their portfolios.

Receiving a property sales package in the mail from a listing agent can be a good opportunity for practitioners who are working with investment clients, but these days that package often comes with a price tag — no commission share.

Yancey - Hausman's investment clients boast a successful track record of substantial investment returns.

Working as a financial consultant with the following responsibilities and duties: mainly responsible for providing consulting service to the clients and customers on account, audit, project management service, and so on; responsible for financial reporting, planning and preparing various policies and plans; developing new methods for analyzing financial data; responsible for handling different financial projects; providing advices to the clients for the investment

HRE assists commercial and investment clients in the evaluation and purchase of properties and businesses to suit their needs and investment requirements.

In a recent research report written for the brokerage firm's investment clients, veteran Apple (AAPL) analyst Toni Sacconaghi of Sanford Bernstein went through both the positives and the negatives of a potential Netflix (NFLX) purchase.

She worked closely with the firm's investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.

Disclosure statement: Some of Pacific Park's investment clients may hold positions in any of the investments mentioned above.

If I don't have slack time, I will turn it down — my investment clients come first.

As one who advised people to be careful in their investing, she found that her husband had been stealing from his investment clients.

Toronto, October 24, 2012 — Since its launch in April 2012, Royal LePage Commercial has grown by an impressive 50 per cent and continues to provide commercial practitioners with the tools and resources necessary to address the real estate needs of business and investment clients.

Pinsent Masons offers an integrated team of property, corporate, tax, finance and regulatory lawyers, working to provide a seamless service to our investment clients.

Due to ongoing growth and investment my client, a successful and well known manufacture is seeking an Electrical Maintenance Engineer to join their busy engineering team.

Multi Skilled - Maintenance Engineer (Electrically Biased) Due to ongoing growth and investment my client, a successful food manufacture and distribution company is seeking an electrically biased maintenance engineer to join their busy engineering team.

Multi Skilled - Maintenance Engineer (Electrically Biased) Due to ongoing growth and investment my client, a successful food manufacture is seeking an electrically biased maintenance engineer to join their busy engineering team.

Due to ongoing growth and investment my client, a successful food manufacturer and distribution company, is seeking an electrically - biased maintenance engineer to join their busy engineering team.

Due to ongoing growth and investment my client, a successful food manufacture is seeking an electrically biased maintenance engineer to join their busy engineering team.

«Over the last couple of years, investors awoke to the importance of putting money to work outside their own borders to exploit opportunities,» says White, who uses Real Capital's data in evaluating markets for Property & Portfolio's investment clients.

I own about seven investment properties as personal investments and joint ventures with investment clients.»

The course compared owning rental units with buying, fixing up, and reselling houses and condos — information that'll be helpful for both personal investing and working with investment clients, Acevedo says.

Here's what you need to know about the investment your clients will be required to make in a so - called «regional center.»

Acquired in 2014, RRP provides Cantor's investment clients with diverse and compelling opportunities in the real estate sector.

The investment your client is making is not only material, but also personal.

NEW JERSEY — Weiss Realty has completed the sale of 257 Broad Avenue in Palisades Park, which consists of three retail units and two apartments on behalf of an investment client.