Sentences with phrase «managed by financial advisors»

And since WealthGuard monitors all your accounts automatically, it can watch over your 401 (k), self - managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

It has now been a little over a year and I currently have about $ 125,000 USD in the stock market (managed by a financial advisor) and $ 75,000 USD in cash, no home equity.

I've been helping someone close to me untangle a mess of 28 funds from many different fund companies in a portfolio that was managed by a financial advisor with a fiduciary responsibility.

Not exact matches

«By centralizing back office support and empowering CPAs and financial advisors with the tools they need to manage more complex tax, accounting, and wealth management strategies, top shelf financial and tax services become available to more people.»

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.

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.

«Financial advisors must establish the relationship with recurring, proactive communication that shows value by providing advice relevant to the individuals» current needs and interests,» said Robert Roley, managing director at SS&C Advent in New York City.

Let's look at the costs of an actively managed portfolio designed by a financial advisor to provide higher returns with lower volatility than the corresponding benchmark.

The ranks of traditional banks have been joined by a new generation of digital - only upstarts that promise all manner of exciting ways to manage your money or interact with financial advisors.

Since becoming an Edward Jones financial advisor, Daniels has qualified for five Edward Jones Managing Partner's Conferences, five Financial Advisor's Leaders Conferences and both Top Women's conferences hosted by Edwafinancial advisor, Daniels has qualified for five Edward Jones Managing Partner's Conferences, five Financial Advisor's Leaders Conferences and both Top Women's conferences hosted by EdwaFinancial Advisor's Leaders Conferences and both Top Women's conferences hosted by Edward Jones.

Sub-advised by Wellington Management Company LLP («Wellington»), this actively managed ETF delivers a core fixed income strategy and adds to a growing and comprehensive suite of investing tools for financial advisors and their clients.

Let's look at the costs of an actively managed portfolio designed by a financial advisor to provide higher returns with lower volatility than the corresponding benchmark.

A personal financial advisor, on the other hand, is hired by you to manage your personal investments, which could include actively managed funds, index funds, and other investments.

Unlike traditional financial advisors and other robo - advisors, the internal algorithms build and manage global, customized portfolios of highly diversified, low - cost ETFs across asset - classes, while putting an emphasis on risk management by incorporating deep analysis of economic cycles in order to navigate its ups and downs and maximize long - term returns.

A financial advisor is hired by you to manage your personal investments, which could include ETFs.

Unlike the standard platform used by many financial advisors with multiple fees and a commission management fee of 3 %, a managed account platform has just 1 fee.

Dimensional is owned primarily by employees and directors, and manages assets for institutional investors and the clients of registered financial advisors.

Although these fees are higher than some of their competition, they are still significantly lower than the fees charged by traditional financial advisors for managed accounts.

Secondly, comparing an investment broker (most of them like to feel fancy by saying they are financial advisors) to an actively managed mutual fund is ridiculous.

The money, held in trust, would be managed by a trustee — a responsible family member or friend who could hire financial advisors, lawyers and accountants to advise on the money in the meantime.

(B) A judge shall not serve as an officer, director, manager, general partner, advisor, or employee of any business entity except that a judge may manage or participate in: (1) a business closely held by the judge or members of the judge's family; or (2) a business entity primarily engaged in investment of the financial resources of the judge or members of the judge's family.

According to new regulations issued this week by the Labor Department, financial advisors and brokers who manage individual retirement accounts (IRAs) and 401 (k) s must act in accordance with their clients» best interest by following the «fiduciary standard.»

Last week, Thomas Lee, managing partner at the financial research firm Fundstrat Global Advisors, said he expected to see a new high for Bitcoin by July.

By proactively managing your career, you'll have more money to funnel to your financial advisor to manage.

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Our Collaborative mediation sessions are conducted by our team of mediators: The attorney to give you legal information, The therapist coach to help you manage your emotions and communication, and the financial advisor to optimize your family financial situation.