Sentences with phrase «lot of advisors»

So, Harry did something a lot of advisors do.

Brad Johnson: In financial services a lot of advisors struggle because they're a commodity and that's the truth.

I've seen quite a lot of advisors selling this version, which includes a fund from Stone or IA Clarington that I think are crappy funds being sold only because they pay a stupidly high distribution that they can't possibly maintain.

That's a lot of advisors for one media star, and it's representative of the nature of the film as a whole.

«Usually what we see in a lot of advisors» businesses is one or two commission situations, including annuities,» said Matrisian.

«A lot of advisors don't quite understand what it is they're selling when they're selling annuities — but to tarnish the entire industry is ridiculous,» said Moshe Milevsky, associate professor of finance at York University in Toronto and executive director of the IFID Centre at the Fields Institute for Research in Mathematical Sciences, in an interview.

The biggest struggle was getting our message out in such a crowded market where there are a lot of advisors chasing the million - dollar - plus investor.

«A lot of advisors don't consider the fact that money coming out of an annuity is taxed as ordinary income and not at the lower capital - gains rate,» said Evans.

«Bonds can be a stable reserve of value, or they can be as volatile as stock,» said David Yeske, co-founder of advisory firm Yeske Buie Inc. «I think a lot of advisors are shifting their bond allocations to shorter maturities and higher credit quality.»

You can find lots of advisors on the Internet, but getting a profitable one is very difficult, and using every single one is exhausting and may result in depleting your deposit.

Not exact matches

I also had the experience of being an advisor to a lot of startups.

«A lot of owners are the smartest person in the room,» says Jacoline Loewen, an investment advisor at UBS Canada.

It's a lot easier to get to [on - the - ground] truth,» says Matthew Granade, chief of the newly created data - crunching team at Point72, the reincarnation of Steven Cohen's hedge fund SAC Capital Advisors.

«Paula would have to be open to sharing a lot of personal and financial information to get the most out of it, but the mentors would basically serve as a panel of advisors on an unpaid basis for a year, to help her grow her business.»

Advisors can help you bypass a lot of confusion and keep things moving in the right direction.

«It requires a lot of number crunching,» said Andy Martin, president of 7Twelve Advisors and principle with Gerard Securities.

They'll request and review a lot of documents, including communications with the public and the type and extent of client information gathered by the advisor in order to make their investment recommendations.

The new systems required to monitor advisors and produce better disclosures for clients will cost a lot of money — some of which will almost certainly be passed along to consumers.

«For a lot of people it's certainly worth a shot,» said Joseph Perry, a tax advisor at Marcum, who advises many wealthy families.

Small - business owners «are having to do a lot more digging to find the opportunities, and since the opportunities are fewer, they have more competition with other small businesses,» says Julie Weeks, an American Express research advisor and author of the report.

Scott Vali, a portfolio manager with Signature Global Advisors, says the company owns a lot of land, and because it's so close to a consuming market — the northeastern U.S. — it doesn't have to pay heavy tolls to ship it to its final destination.

After 13 years of running my own company and being active on several boards, as both an advisor and board member, I have learned a lot about the importance of surrounding yourself with the right set of advisors.

Seeking out and forming a relationship with an advisor takes a lot of time for founders, so please make it worth their while.

«By buying the 50 - strike calls you get a lot more leverage to the upside,» added the co-founder of Optimize Advisors.

Sam has succeeded in bringing our first product, CabDaddyGPS from a simple thought to a full - fledged project with advisors, 7 expert team members, and a lot of investor / customer interest.

Due to the low cost nature of robo advisors, it takes a lot of assets under management to generate revenue and become operating profit positive.

«A lot of what he's doing was certainly pretty widely telegraphed during the campaign, so I think it's probably President Trump following through on candidate Trump's initiatives, and I think that we'll see how far this goes,» said Jack Ablin, chief investment officer of Cresset Wealth Advisors.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

His first response is that DOL «retained the spirit of the rule — to raise the standards of care for retirement investors — but they also listened to a lot of the concerns that retirement advisors» and the industry had about the preliminary rule, which has been six years in the making.

With CMIT, the value proposition of being a trusted advisor in the community is something I had always pushed, and I have an affinity for IT... so I thought overall that it made a lot of sense.

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

«There are a lot of very fine financial advisors out there, but there [are] also financial advisors who receive back - door payments or hidden fees for steering people into bad retirement investments that have high fees and low returns,» Obama said in his push for a uniform fiduciary rule.

But this is to be expected if the higher fees are part of the compensation model (many advisors point out that 25 basis point 12b - 1 trails are a lot lower than 1 % asset management fees, and some active funds have modest expense ratios).

Taking the advice of an investment advisor during the high flying dot com boom was very common, and a lot of people lost a lot of money.

«There's been a lot of independent research showing that a broker, an investment advisor, can advise a client for something that's really good for the investment advisor, like helps them win a fancy vacation, but isn't so good for the client.»

«There are a lot of very fine financial advisors out there, but there [are] also financial advisors who receive back - door payments or hidden fees for steering people into bad retirement investments that have high fees and low returns,» he added.

The sale or purchase of a business can be stressful and require a lot of work, which is why the role of business advisor or business broker is so crucial.

The result could cost the clients a lot of money and expose the advisor to fiduciary rule liability, experts say.

Financial advisors, however, don't waste a lot of time parsing candidates» policy statements or worrying about how markets will behave.

I've been a whisperer and long - time advisor in this business, helping my friends make a lot of investment decisions at both the early and very late stage.

By Janet Keeping, leader of the Green Party of cialis 5 mg daily how long before it works Alberta The recent controversy over whether the amount of severance paid an Alberta government advisor should be made public tells us a lot more than how much money Steven Carter received when he left the premier's office.

Like you, we know that there are many advisors who give lots of fluff, but we are a «no - fluff zone» advisement firm.

Russell Lamberti: Yeah my website, ETM macro advisors website is www.etmmacro.com and I am starting a new newsletter called the macro outsider, and you can sign up for it for free on www.etmmacro.com and you'll get a free essay called «The real currency war» which is subtitled «monopoly money vs real money» and essentially there I just go into a lot of what we've spoken about today in terms of chronic malinvestment, the weakness of fiat currency reserve systems, and then ultimately where I think the real currency war is, which is in centralized vs. decentralized money, and I talk a little bit about cryptocurrencies there as well, so that's www.etmmacro.com you can sign up for that free newsletter.

The fiduciary standard is getting a lot of attention in the United States once again as the Department of Labour's rule requiring advisors to act in the best interests of their clients was denied by an appeals court

«There's a lot of confusion about that,» said Shimon Shkury, president of Ariel Property Advisors, which took 12th place on this year's ranking with $ 420.9 million.

Because robo - advisors are fairly new, they do not have a lot of investment history pre-dating the current stock market rally.

Even if the SEC's final rule is substantially similar to their proposal, it will still leave a lot of wiggle room for advisors to operate outside of the best interests of their clients.

Shareholders that hold multiple lots of Shares, or that are contemplating acquiring multiple lots of Shares, should consult their tax advisors as to the determination of the tax basis and holding period for the underlying Bitcoins related to such Shares.

Mine lasted two years, during which we were assigned a custody advisor who analyzed both mine and my exes» parenting skills and collected lots of personal and private information.

LOT OF PEOPLE RESPECTED THIS MAN, INVITED HIM INTO THEIR LIVES AS A SPIRTUAL ADVISOR, CONFIDANT AND IT SUCKS TO SEE OR HEAR THIS.