Sentences with phrase «management firms»

For over a decade, Tina has been contributing to the profitable growth of start - up and well - established General Construction / General Management firms throughout New York.

For its new global fund, Sequoia is already trying to attract investors in China, where fund managers are looking to gain from growing sources of capital at wealth management firms, insurers and other large domestic institutional investors that aim to boost returns in alternative assets, the people said.

«More and more institutional investors and asset management firms are seeking to better understand the environmental and social aspects of proxies,» said Sam Pierce, president of IW Financial.

These skills have enabled him to sign numerous institutional clients for litigation and portfolio monitoring services, including public and private pension plans, investment management firms and sponsored investment vehicles, from both the U.S. and abroad.

Few funds management firms make it to a decade.

If there is one thing that investment management firms constantly preach, it is the importance of diversification.

These include managers of retail funds, institutional funds management firms as well as superannuation funds.

Going forward, advisers and wealth management firms who choose to ignore fiduciary standards face serious risk of reputational damage and, ultimately, lost assets under management.

Mutual Fund Company — There are over 85 mutual fund companies, investment fund companies and money management firms serving close to 4000 independent mutual funds in Canada.

After excluding portfolios managed by professional asset management firms, the authors perform content analysis on leader trading comments to measure the difference between first - person pronouns and third - person pronouns as indicators of self - enhancement and self - protection biases.

Such loose regulation opened the door for wealth management firms such to steer clients to products that helped line the pockets of the firm while costing clients millions.

Major wealth management firms [e.g. Fidelity and Bank of America Merrill Lynch (BAC)-RSB- announced sweeping changes to comply with the fiduciary rule months ago.

Answer: Traditional wealth management firms advise on your investments and sometimes they can help you make insurance related or budgeting related decisions.

As a result, we see all the other wealth management firms following Merrill's lead.

We think wealth management firms will also move in lockstep when it comes to bolstering their ability to show how their advisers fulfill fiduciary duties

Some professionals believe single family offices are the only authentic family offices, and multi-family offices are simply wealth management firms in disguise.

We think wealth management firms and advisor should look for technology that puts power back in the hands of advisers by providing insights that robos and self - directed traders can't match.

It could alleviate significant compliance concerns from advisers and wealth management firms.

Most wealth management firms are not specialists in taxation or charitable giving, or even multi-generational wealth management.

Brent Beardsley, global head of wealth and asset management at Boston Consulting Group, says more wealth management firms with a wirehouse — or integrated broker — model are looking to increase revenues from advisers by automating advice: «If you look at the big wirehouses, you'll see the role of the adviser has changed now that portfolio management is increasingly being managed centrally.

Arminio Fraga, who worked under Lemann in the 1980s, later served as central bank chief, and now runs one of the country's largest asset - management firms, is one of a generation of Brazilian entrepreneurs who look up to Lemann.

At Origin, we look to invest as a direct buyer of properties valued between $ 10 million and $ 30 million and then hire third - party leasing and management firms to execute our improvement plans.

Apparently the present owner, Apollo Global Management, has reached a deal with Claire's creditors, which include at least four large capital management firms, by which the creditors will take control of the ailing retailer.

As one of the oldest Boston private wealth management firms, Woodstock has a clear and simple mission: to create and preserve wealth for our clients.

We are excited to announce that Woodstock Corporation was named to CNBC's list of «Top 100 Fee Only Wealth Management Firms for 2015.»

Prior to his roles at investment management firms, Ryan was a fixed income market maker with Merrill Lynch in Toronto where he also spent time in debt syndication.

Employee owned and passionately managed, Leith Wheeler Investment Counsel has earned a respected position among Canada's leading wealth management firms.

The CNBC Digital editorial team presents our inaugural list of the Top 100 Fee - Only Wealth Management Firms.

Bigger investment management firms with online brokerage arms may impose minimums as high as $ 5,000; Fidelity requires at least $ 2,500 to open a brokerage account, while TradeStation requires $ 5,000.

He has spent the majority of his career managing the accounting and back office operations of investment management firms.

While many investment management firms only use tax - loss harvesting at year end, your Investment Team uses this and a number of other strategies throughout the year in an effort to reduce your tax liability and help you reach your goals as quickly as possible.

Today, Franklin Templeton is one of the largest independent global asset management firms in the world with offices in over 30 countries and clients in more than 170.

«With extensive experience leading wealth management firms in Canada, and her deep knowledge of the Ontario and Quebec markets in particular, we see a great fit in supporting our business in those regions.»

One of the best investment strategists from one of the largest international asset management firms just declared that a total cryptocurrency market collapse would hardly affect traditional markets.

HIMI is pleased to offer its services to institutions, with a particular focus on smaller asset management firms who may not have dedicated fixed - income personnel.

And after you're on the right track, BAM provides access to learning and development opportunities via an active community of independent wealth management firms that help your business and employees achieve more.

As a final step to create the «Top 100 Fee - Only Wealth Management Firms» list, CNBC.com applies an AdviceIQ Regulatory Compliance Review process to the master list.

Let us show you how BAM Advisor Services can help make independent wealth management firms more profitable and more productive.

While many investment management firms only offer tax - loss harvesting at year's end, Strategic Advisers uses this and a number of other strategies throughout the year designed to help reduce your tax liability and help reach your goals as quickly as possible.1

Top 100 Fee - Only Wealth Management Firms Rank Firm Name Total AUM ($ in millions) Years In Business AUM Annualized 5 yr (%)...

The Carlyle Group («Carlyle») is one of the world's largest global alternative asset management firms that originates, structures and acts as lead equity investor in management - led buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, growth capital financings, real estate opportunities, bank loans, high - yield debt, distressed assets, mezzanine debt and other investment opportunities.

The CNBC Digital editorial team, along with Meridian - IQ, used the following ranking methodology for its Top 100 Fee - Only Wealth Management Firms rankings.

The final step to create the Top 100 Fee - Only Wealth Management Firms list for CNBC.com was to apply the AdviceIQ Regulatory Compliance Review (RCR) process to the master list and eliminate any firm that failed the RCR process.

If you are wary of calculators designed by professional investment management firms, check out cFIREsim, an open source early retirement calculator built by voluntary early retirement enthusiasts.

The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell - side firms, research analysts, and investor relations teams.

She began working in Real Estate Management, managing several large apartment communities for different management firms.

The operational requirements and financial characteristics of agency MBS are complex, and since the New York Fed did not yet have expertise in this area, four external investment management firms were selected, through a competitive bidding process, to assist in implementing the purchase program.

The stock market's banner year brought good news to Baltimore money management firms, with leaders pointing to a rising tide that buoyed their funds and their companies» prospects.

I'm a native San Diegan and I've spent over half of my career working for large wealth management firms.

Over the last 10 years we've seen a huge shift in the way asset management firms generate revenue.