Sentences with phrase «like fiduciary services»
Morgan Stanley Smith Barney 6/2011 — 9/2011 Advisory Support Specialist Assisted Financial Advisor's on MSSB Platform using SMA / UMA products like Fiduciary Services, Consulting and Evaluation Services, Investment Management Services and Personal Portfolio.
http://www.resumemycareer.com/ Not exact matches
We avidly support the fiduciary standard and would like to see it extended to the entire financial services industry and not just retirement plans.
But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.
Financial advisors ally with service providers like Employee Fiduciary to deliver «bundled» (turnkey) 401 (k) solutions to small businesses.
This technology is like a «robo - analyst» that does the grunt work (analyzing financials and footnotes in thousands of SEC filings and building models) and frees the adviser to service clients... with high - integrity, fiduciary - duty - fulfilling advice.
While most of our competitors rely exclusively on intermediaries (advisors like yourself) for new business, Employee Fiduciary is contacted directly by plan sponsors every day looking for 401 (k) services.
Servicers like Redhawk and Voya are also focusing on fiduciary compliance services for the individual retirement account (IRA) market.
That's the way I would like to be treated as well — low pressure, transparency of services and fees, and alignment of interests with an ethical adviser who is a fiduciary.
This way we'll manage everything for you, make the monthly mutual fund and ETF switches, rebalance quarterly, set everything up so maximum retirement income goes into your sweep account for you to spend, give you online access to your account, the usual statements, be able to talk with us, we'll perform your mundane customer service work just like any other money manager, maybe even see us in person if you are in CA and your account is big enough, and all of the usual DoL Fiduciary Rules compliant financial adviser stuff that everyone else does, so you don't have to do anything.