Sentences with phrase «management needs of their clients»

It includes a suite of power views and form styles recommended for law firms focused on wealth planning and wealth management needs of their clients.

The company, with offices in 43 locations across 19 countries, is a global leader in delivering best - in - class ediscovery, information governance and data recovery solutions to support the litigation, regulatory compliance, internal investigation and data recovery and management needs of our clients.

Major Lindsey's response was to put together a flexible package offering to meet the talent management needs of their clients — which include both firms and individual lawyers — that can ultimately help facilitate the growth of legal teams, both in - house and at law firms, Frank said.

Not exact matches

I further developed companies that were branches from DZS to serve the needs of my clients nationwide via event planner trainings, business consulting, marketing and pr, decorating, floral design and event management and productions for all events, conferences and expos.

As an advisor with a traditional wealth management firm, Ahluwalia witnessed a burgeoning need, which led him to co-found National Social Security Partners, a national network of advisors that provide outsourced Social Security income - maximization planning to clients of CPAs, law firms and banks.

Every time someone holds back on a new idea, fails to give their manager much needed feedback, and is afraid to speak up in front of a client you can be sure shame played a part,» management consultant Peter Sheehan has said.

Be prepared for the continuous trials and tribulations of staff management, for working with clients and their demanding needs and schedules, and for much joy when you sign a new site and disappointment when a client chooses another resource.

However, I'm seeing a growing need among my top corporate clients for an all - in - one solution that includes these features: curation of the best content, schedule posts, repeat popular posts, community management including assigning cases, listening / brand monitoring, measurement, and even Facebook ad management.

Wealth Management provides integrated advice and investment solutions to meet the needs of institutional, retail and high net worth clients.

From client relationship management (CRM) tailored to the capital raising and investor reporting needs of private fund managers to a complete deal management, research and portfolio reporting system for institutional investors, the Dynamo ™ platform has improved the productivity of fundraising, research and due diligence, investor servicing, portfolio management, and compliance teams worldwide.

Evaluation measures include progress against business model and growth strategies, client relationship management, staff retention, and the evolution of asset allocation and product strategy in line with investor needs.

We see solid client activity in equity products, particularly outside of the United States, and there was a growing need for active investment management options.

FULL SERVICE: We provide wealth planning and management services based on individual client needs, delivered by our team of experienced and credentialed professionals.

While the majority of our clients seek both services, when appropriate, we are able to unbundle our services and provide only investment management or wealth planning to meet your needs.

The following management bios outline the key personnel who will oversee the delivery of our clients» needs:

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

Josh Brown, CEO of Ritholtz Wealth Management and founder of TheReformedBroker.com discusses how his clients» need for advice has evolved with the ebb and flow of crypto's...

Website Set up, Management and Security: You can set up and manage websites for thousands of clients all over the world, just from the comfort of your home - no start - up costs, no running costs, and no need to be present at the offices of your clients.

An established model in Europe, independent boutiques are now gathering pace in Asia, fueled by the growing need from end clients for independent and impartial construction of their wealth management portfolio's.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authManagement and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authmanagement team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

Cheryl Nash, president of Investment Services at Fiserv, discusses how a focused approach of connecting with industry leaders and investing more time with our wealth management clients positions us to better understand their needs.

A continued practice of listening to the clients, defining their needs and wants, and constructing customized, flexible wealth management solutions that adapt with the client's evolving goals, including tax and estate planning.

Content is developed with a particular lens towards the specific needs of our PNC Wealth Management ® and Hawthorn, PNC Family Wealth clients.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

«There is an overwhelming need for reform in juvenile justice system, starting with the replacement of Commissioner Gladys Carrion, whose misguided policies and divisive management has put clients and staff at greater risk.

Ranked one of the world's largest legal service organizations, Wolters Kluwer ELM Solutions leverages a deep understanding of customer needs to transform enterprise legal management into experiences that are connected and collaborative, and get our clients to the future first.

Grace doesn't believe there is a one size fits all approach to fitness, but instead believes that in order to find success with your fitness goals there needs to be an overall unified mind - body connection involved in the commitment.Stress management and practicing awareness during her training sessions is a constant theme that is emphasized so her clients get an effective workout and leave stress - free and feeling confident!Grace customizes her routines for all her clients using the philosophy and poses of Yoga, combined with the discipline of her HKC Kettlebell strength training and the creative, fun aspect of Progressive Calisthenics (PCC).

About Blog A respected group of construction program management leaders formed Sevan Multi-Site Solutions with the goal of serving the unique needs of clients planning to expand, re-brand or update their portfolio of sites across a wide geography.

India About Blog Hospitality Paradigm's training programs and seminars are specifically designed to provide management professionals from the hospitality industry with the tools and techniques that will motivate their teams to better understand the needs of their clients, thereby optimizing revenues.

Project Management is the visible layer that holds all the foundational aspects together, the outputs of the needs analysis, client requirements, the business drivers etc., as well as provides the basis for the learning content to be built upon.

He also partners with Marketing, Customer Relationship Management, and Product Management to align and deliver product and services to meet the needs of current and future clients.

e.g., if a client need of writing essay on a management subject, we prefer to select the Essay Writing having the degree of masters in management.

Our firm can offer you the complete understanding of what customers need, affordable prices and totally client - oriented management.

To adequately meet the needs of our clients, we have hired ten highly qualified managers with vast experience and expertise in academic writing, editing, customer service, and team management.

GW&K is a dynamic investment management firm that offers active equity and fixed income investment solutions to help meet the needs of a diverse client base.

Orange, CA About Blog KIS Financial Planning, LLC is a boutique fee - only financial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of our clients.

Joanna Rotenberg, head of personal wealth management at BMO Financial Group, says the needs of customers are shifting and clients are seeking out digital tools to access and manage their money.

Under the governing licensing agreements, FTSE or Russell may alter, amend, terminate or change the indexes, change the composition or method of calculation of any index or the data, suspend or interrupt providing data to IB Asset Management and have no obligation to take the needs of IB Asset Management or its clients into account when determining, modifying or terminating any of of the indexes.

This requires a certain degree of dynamism within portfolio managements and our management style seeks to evolve over time with the changing risks of the market and the changing needs of our clients.

Maggie Angulo Levine has over 26 years of banking experience in the international and domestic markets, a career which has spanned positions at several institutions, including Standard Chartered Bank, with several multifaceted roles, in which she balanced client and corporation needs, as well as assessment and implementation of risk management guidelines.

About Site - We are an independently owned investment management firm providing customized wealth management to a select group of Canadians, committed to meeting the needs of our clients by endeavouring to protect their capital and by building their wealth over time.

The Wealth Management segment provides relationship - based advisory services and a suite of investment solutions to meet the needs of institutional, retail and high net worth clients.

We offer investment solutions spanning a range of currencies, risk levels and durations to meet our clients» specific operating, reserve and strategic cash management needs.

FULL SERVICE: We provide wealth planning and management services based on individual client needs, delivered by our team of experienced and credentialed professionals.

The Global Commercial Bank segment provides solutions to the financial needs of commercial clients through lending, deposit products, cash management services, and global banking and trade products and services.

Founded in 1991, Eli Global is a privately held consortium of more than 50 independent businesses that serve the needs of its clients in industries such as insurance, financial services, health care services, revenue cycle management, information technology, marketing and sales, publishing, distribution, market research, and business information.

«With increasing demand for collective trust funds in the marketplace, we can offer our clients a wide range of options to meet their investment needs,» said John Kutz, managing director, Retirement Plan Services at Victory Capital Management, in the release.

«James Liotta, President of Prominence Capital, employs a simple strategy of finding the right solution for his clients, no matter their wealth management needs.»

The point is between Morningstar and our money software; you're able to perform most all of the needed portfolio management functions (other than trading, as you'll still need to hire a discount broker, or for advisors, a custodian for that because we don't hold or work with client money).

As we look at the numbers, the one area that did decline for NFCC Member Agencies between 2006 and this year is the number of clients enrolled in Debt Management Plans — certainly not because the need declined, but because economic conditions deteriorated so much that even as more people came to us for help, fewer had the resources to qualify for DMPs.