Sentences with phrase «long as a financial adviser»

As long as a financial adviser makes recommendations that could be considered «suitable,» they're covered.

Not exact matches

Deutsche Bank has also acted as long - time financial adviser to Snyder's - Lance.

To hear many investment advisers tell it, there's little reason to shift gears — regardless of what's going on in the various financial markets — as long as your long - term strategy makes sense.

Morgan Stanley's far - flung stockbrokers, who manage money for individual clients and prefer to be called financial advisers, now contribute almost as much to the bottom line as the bankers and traders who long counted themselves as Wall Street's blue - blooded elite.

Fee - only financial advisers have long held themselves out as being more ethical than commissioned stockbrokers.

FBN Capital of Lagos was involved as either a mandated lead arranger or financial adviser in a long list of debt deals valued at about $ 3 billion in 2013, maintaining its lead role in Nigeria's fast - growing market for project finance and structured finance.

The verdict: James should be able to meet his million - dollar goal, as long as life doesn't throw him a curveball, says Jason Heath, a fee - only adviser and partner with Objective Financial in Toronto.

Your financial adviser can help you manage your cash flow better by helping you set up a budget as part of a long - term financial plan.

But here's where the debate starts to heat up: Though your financial adviser would have kittens at the thought of it, Bernstein and others, such as Stephen Jarislowsky, the billionaire Canadian money manager, say that if you plan to hold a large sum of money outside of an RRSP for a long period of time, you may indeed want to ditch the bonds altogether and go 100 % stocks.

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.

I say that exactly states your own situation — a long held preconceived view, an ideological motive being a self - proclaimed social democrat (eg ALP) which like Blair's UK Labour is committed to state interference in everything including the climate god help us), and very likely financial motives (to be rewarded as «economics of climate adviser» should ALP win power).

More and more, financial advisers are recommending that clients have long - term - care insurance as part of their overall financial plan.

If life insurance will be a part of your long term financial and retirement planning, consider the fact that financial advisers, planners, and experts have reported that, on average and over the long term, whole and term life insurance rates are comparable once you add in the fact that whole life has a cash value feature that acts as an investment.

Financial advisers have long touted term life as a far more affordable alternative to traditional whole or universal life insurance (also known as permanent life insurance).

Nonetheless, over the long run, experts and financial advisers estimate that whole vs. term life insurance rates are comparable, especially when taking into consideration the benefits of the cash value feature and the higher renewal rates for term life as you age.

Just as is the case with any big investment, it's always a good idea to check with a qualified financial adviser before you make a purchase to get an independent view of the long term as well as the short term outlook.