Sentences with phrase «made by advisors»

Past performance is no guarantee of future results and EconoTimes specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Brokerage.

Past performance is no guarantee of future results and EconoTimes specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Brokerage.

Past performance is no guarantee of future results and NriInvestIndia.com specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Forex dealer.

The Cannex database tracks product and quote searches made by advisors who are working with retirement income clients.

Past performance is no guarantee of future results and EconoTimes specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Brokerage.

While Investopedia may edit questions provided by users for grammar, punctuation, profanity, and question title length, Investopedia is not involved in the questions and answers between advisors and users, does not endorse any particular financial advisor that provides answers via the service, and is not responsible for any claims made by any advisor.

This was made clear by comments made by an advisor to the Bangladesh Bank during the Digital World 2017 conference.

Not exact matches

Many practitioners like doctors, financial advisors, lawyers and CPAs have ready - made buyers in their practice by having interns or the like who are being mentored and trained to be professionals.

By building a portfolio that ties back to your Family Index Number — the average annual return needed to make sure you reach your financial goals — your advisor is able to create a customized yet repeatable process.

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.

No representation or warranty, express or implied, is or will be made by SES, its directors, officers or advisors or any other person as to the accuracy, completeness or fairness of the information or opinions contained in this presentation, and any reliance you place on them will be at your sole risk.

According to an ethics disclosure made public Friday, Ivanka Trump received at least $ 12.6 million since early 2016, either directly or through her trust (which is held by relatives of her husband, White House senior advisor Jared Kushner).

The Fidelity product is to be made available in March for tryout by a limited number of advisors, with a wider rollout set for June.

Gary Cohn, President Trump's top economic advisor, said that the effort by Amazon, Berkshire Hathaway and JPMorgan to jointly address healthcare was the same as the administration was doing by proposing rules to make it easier for self - employed Americans, small businesses and others to band together to get insurance through what are called association health plans.

The new fiduciary standard mandated by the Department of Labor prohibits advisors from making recommendations that will cause compensation for their services to be more than «reasonable.»

In general, management makes the initial recommendation for the financial targets, and these recommendations are reviewed and discussed by the Committee and its independent advisors.

Simplifying the process by eliminating multiple agents — a CPA, insurance advisor, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.

Advisors often make a mistake by limiting their financial advice to younger clients to pay off debt and save money in their early years, she said.

Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer, and more effective.

In fact, many of these non-fiduciary advisors aren't making much by dealing with small employers.

If there are financial terms you're unfamiliar with, make sure they are explained so you can understand them by the lender or have a trusted advisor like your accountant or lawyer review the document and explain the terms to you before you sign it.

Our experienced wealth advisors help our clients protect and grow their financial assets for tomorrow by enabling them to make careful financial decisions today.

Further, the final rule defines a variety of investment education activities that fall short of fiduciary conduct, and makes clear that advisors do not act as fiduciaries merely by recommending that a customer hire them to render advisory or asset management services.

Only by reading through the footnotes and making adjustments to reverse accounting distortions can advisors and investors meet the fiduciary duty of care.

Raymond James Financial CEO Paul Reilly has made it his personal mission to oppose a fiduciary definition proposed by the Department of Labor, and he wants Raymond James advisors to join him.

The advisor says that he was upset by the language used in the memo because it made generalizations about the industry, particularly charging that churning of retirement accounts was a common practice.

In general, management makes an initial recommendation for the goals, which is then reviewed and discussed by the HRC Committee and its independent advisors.

David Karp was quoted by Tony Robbins in his book, Money: Master the Game, about what makes a «suitable» vs. «fiduciary» financial advisor.

«Vestwell's mission to make retirement plans affordable and accessible for all investors is reflective of our own hope: to empower fearless investing by providing investors with their true risk tolerance, and helping advisors align portfolios in the best interests of their clients,» said Aaron Klein, CEO of Riskalyze.

Advisors get trailer fees and they won't make a dime by pulling customers and switching to Money Market or other cash vehicles.

The beauty of rule is that it puts 401 (k) plan sponsors and financial advisors in the same boat by making both responsible for keeping 401 (k) investment fees reasonable.

Take this example, illustrated by First Trust Advisors: Between January 2009 and September 2015, stocks stumbled numerous times for various reasons, including natural disasters like the Haiti earthquake and Hurricane Sandy, and man - made crises like government shutdowns and collapsing oil prices.

These experts can help make your conversations with your other professionals, such as your tax advisor and attorney, more effective by providing guidance on key issues.

After thorough due diligence by our advisors and ourselves, we will also make these rare and usually unavailable deals available to our members.

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.

Many financial news sites, including The Washington Post, recommend finding a fiduciary advisor, as they are bound by law to make recommendations based on what is best for you, the client.

It is assumed and agreed upon by readers that they will consult with their own licensed / registered financial advisors before making investment decisions.

Once Cheryl learned nearly 10,000 baby boomers were retiring each and every day — all of whom could benefit greatly by working with advisors that possessed the expertise necessary to help them make the best possible decision about when and how to file for Social Security retirement benefits, she embarked on the course to create that which was to become CSSCS.

Any investments recommended by Energy & Resources Digest should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

Any investments recommended by Wealthy Retirement should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

With a robo advisor executing a passively managed program, there is no chance of active management decision - making being affected by human emotional reaction to markets.

New data released today by Hartford Funds reveals that advisors believe anxiety negatively impacted investor decision making over the last 12 months.

For sampled investors, the sponsoring bank standardizes strategic asset allocation advice, but the advisors made available to investors by the bank have great latitude in recommending specific stocks.

Advisors can make a living by serving the retirement income needs of the middle market, if they focus on the right segment and use the right strategies...

Sales training is important, but finding the right clients by profiling is how BGAs really can help advisors make sales...

Wells Fargo Advisors is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority, but is not licensed or registered with any financial services regulatory authority outside of the U.S. Non-U.S. residents who maintain U.S. - based financial services account (s) with Wells Fargo Advisors may not be afforded certain protections conferred by legislation and regulations in their country of residence in respect of any investments, investment transactions or communications made with Wells Fargo Advisors.

The Western Wall is one of Judaism's holiest sites and President Donald Trump made a historic visit to it earlier today, flanked by his senior advisor and son - in - law Jared Kushner...

Even Obama's plan to eliminate the Bush tax cuts for the wealthy, considered by White House advisor to be a sure - fire winner as an electoral issue, made little headway.

In 1974, at age sixty - nine, the noted advisor to the Second Vatican Council who had been made a cardinal by Pope Paul VI was found dead in the home of a Parisian prostitute.

However, the Mirror have also reported that his advisors are trying to force through a move to Paris Saint - Germain, as the Ligue 1 outfit are prepared to beat any offer made by Arsenal and match his # 120,000 per - week Stamford Bridge wages.