Sentences with phrase «lost client monies»

Lisa was unresponsive and lost her client money.

Not exact matches

There will be no severance pay, and the deal did not include any renumeration for clients, like me, who have lost their money.

The goal in my counsel, and that of my co-workers in the firm, is to have clients understand what we have known all along: We are unable to predict the market's outcome, so don't fall into the trap where you think you can make predictions or you'll ultimately increase the probability of losing money.

Risk from our perspective is the chance of permanently losing money for our clients on an investment.

When I would ask why such a person would be given a bonus of 1M + to come to our firm if they lost considerable amounts of money for all their clients at a previous firm, the answer I heard time and time again was because such a person was awesome at building AUM.

If every other firm lost roughly the same percentage of money for their clients in a down year, why bother jumping ship to a competing firm if you were a client, right?

Over many decades, Warren Buffett has made his clients huge sums of money — and equally important — has helped them to avoid losing lots of money when the broader market slumps.

As the Client's deposited amount was 2000 USD while the losses extend to 2100, the Client will lose his deposited money but will not be liable to repay the remaining 100 USD.

Binary options trading entails significant risks and there is a chance that clients lose all of their invested money.

In the introductory text for Part I of their 2016 book, Adaptive Asset Allocation: Dynamic Global Porfolios to Profit in Good Times — and Bad, Adam Butler, Michael Philbrick and Rodrigo Gordillo state: ``... we have come to stand for something square and real, a true Iron Law of Wealth Management: We would rather lose half our clients during a raging bull market than half of our clients» money during a vicious bear market.

This is likely to occur if the client loses money.

If a Client has accused you of inadequate services, designs or advice they may want to take you to court if they felt they have lost money in the situation.

Tabacco produced evidence proving otherwise — an April 9, 2010, e-mail from Kristin MacKay requesting the loan extension, saying: «GRI has not been generating any revenues since late last year primarily due to a development project that we took on that caused us to lose money and tied up all our development and client - service sources.»

You might be forgiven if you lose money for a client, but you won't last long saying, «nobody knows» to people who think somebody does.

Between 05 and 07 Trafford became more of a monopoly full of new ideas and lots of promises but I personally thing they went way to far ahead with their ideas and fell short and as a result, lost a lot of money and trust with their clients (and employees for that matter!).

People are against such rules due to the fact that such places of interest will lose their clients and lose money.

If a money manager makes a mistake, he loses a client; you could lose a major portion of your life savings.

That's because it's impossible to build a lasting clientele by trading stock options, since you place your clients in investments that will almost certainly cause them to lose money.

A good portfolio manager then tries to build their client a portfolio that makes money if things go well, but won't lose too much if the opinions turn out to be faulty, as often happens.

That's because it's impossible to build a lasting clientele when you place your clients in investments in which they are almost certain to lose money.

Further, by limiting their fixed income purchases to AA bonds or better, the authors ensure that their clients lose money from their lazy investing, when it is well - known that BBB bonds return the best even after default losses.

«I could have lost that money,» he says, adding when he filled out forms for his TFSA under the know - your - client rule he said his profile was «100 % risk and 100 % speculation.»

Winning means keeping your clients happy by realizing low risk and great returns, slowly growing assets under management, while at the same time, not wasting / losing time and money trying to manage money.

«I'd rather lose some returns than lose a lot of money for my clients,» he says.

When my clients ask me to list the most important ingredients required when looking to create and maintain a stress - free retirement plan, I explain to them that there are three basic financial requirements: a guaranteed income which they can not outlive; little or no risk of losing their money / savings, and the ability to grow their money through participation in a growing stock market and NOT a receding stock market.

Your clients lose a lot of money in the long term compared with stocks; this is just not apparent to them immediately.

Tom McCullough, president of Northwood Family Office, a Toronto - based adviser to wealthy clients, points out that an equity investor who lost 24 % during the downturn would have suffered just a 9 % decline if half of his money had been in bonds.Pay close attention to your investments.

Q: My father lost a large sum of money when the company holding his investments in his home country defrauded its clients.

the compliance of money finding organisations with their agreements (with the ATO) to search for lost super accounts on behalf of clients.

More conservative investors should keep in mind that the only funds that ensure the client is not going to lose money are the guaranteed ones.

The truth is that it's impossible to build a lasting clientele by trading options, since they place their clients in investments that will almost certainly cause them to lose money.

It is a particular type of account, which is led by a broker for the client and used mostly by the beginners that are just starting the trading in Forex market and don «t want to lose more money than they can earn during the first few days of the trading.

Clever actors convinced him that there was easy money to be made, and they milked him and his hedge fund clients, while he lost it all.

And one of the major reasons his clients lost money is that he was unable to offer them any guidance.

Your stockbroker (or financial advisor) tells you that options aren't right for you and that only two of his clients ever bought options — and both lost lots of money.

Keeping costs low enough for clients to afford — but not so low that you're losing money and harming your practice — is an ongoing issue that all veterinarians face.

After working with clients that manage cow / calf, backgrounding and feedlot operations, Brad Gloystein, DVM, Gloystein Veterinary Clinic, York, Neb., knows how much money can be lost when it comes to treating BRD.

I don't see the virtual items as our self property, as we do nt sell our PC as much as we sell weapons or equipment in an MMO game, though if we're talking about getting hacked when we bought something with real money or having our credit card connected to the game account is a robbery and the administrators should deal with it, or else they will lose a client and could face a sue because they did not protect their player's privacy.

5 Dec: Bloomberg: Louise Downing: Marine Power May Suffer More Casualties After Siemens Tidal Sale The downfall of two leading marine - energy developers is damping hope that the emerging industry, which has already lost almost $ 1 billion, will ever get the technology to market... Pelamis Wave Power Ltd., once a client of EON SE, Germany's biggest utility, said last month it had run out of money.

A North Salem lawyer with offices in Westchester County and the Bronx lost his law license after being accused of, among other things, improperly depositing clients» escrow money in his personal account, and he spent $ 131,000 at gas stations, Circuit City, The Athlete's Foot, restaurants, gym clubs, Home Depot, Frederick's of Hollywood lingerie retailer, and a jewelry store.

Sure, you have to spend money to have access to it, but when you think about the opportunity costs of not using software — reduced efficiency, losing track of leads, reduced conversion rate, dissatisfied clients, etc. — you'll realize that you are in fact much more profitable as a result of using software to run your business.

Law firms that are strategic about this are not losing revenue, but are increasing their repeat business by saving clients money and adding more value to the e-discovery process.

We felt we were losing money as we couldn't charge as much for the seconded lawyers and there was a significant risk that the lawyers that we had trained, would take up permanent employment with our clients.

So if you tell your client they are going to win something that no person in the right mind would believe except for you, the only result will that your client will lose and you will gain a lot of money but you still lose the case.

Those who are unprepared are likely to spend more money, lose more time, and suffer more client and public relations problems.

Clients who lost money may be entitled to compensation under trust protection coverage and can file a claim with the lawyers insurance fund.

Keep in mind that if you refuse to finance, you are losing money because the client will just walk away.

A U.S. court has decided that a bank whose client lost money because someone hacked into its account and transferred funds out of it, was not liable to the client because the bank had used «commercially reasonable» security.

If lawyers could wrap up their files in less time (meaning lower fees but greater affordability for the clients), then they could take on more files and replace the money lost due to the shortened process.

The insurer issues a policy to the client which pays out monies to the client in the event of a lost case.