Sentences with phrase «many other advisors»

The best advice I can give you is to try to make sure that you've got some board members and other advisors (not investors) who've actually run businesses to help take your side in some of the silliest of these arguments.

They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

In the meantime, Anderson Financial Strategies» Anderson and other advisors who still value active management caution investors that trying to pick successful actively managed funds on their own is a big job.

«Worse, this client left the initial meeting with the other advisor feeling as if they were definitely getting $ 22,000 per year if they pulled the trigger,» he said.

The Nominating and Corporate Governance committee may, at Google's expense, retain search firms, consultants, and other advisors to identify, screen, and / or evaluate candidates.

Tailored Transfers are a key component of our Portfolio Review and a service that no other advisor — robo or human — offers.

For other advisors not operating as a level fee fiduciary, a full - blown BIC would be required as of Jan. 1, 2018, for the sale of any product that involves variable compensation for the advisor.

If you or any of your other advisors have questions about the issues raised here, please contact your investment manager or one of us.

Retirement Benefits Group hired a third - party to benchmark their fees against the rest of the industry, something Weir recommends other advisors do as well.

compensation committees be required to consider, when engaging compensation consultants, legal counsel or other advisors, certain independence factors, including factors that examine the relationship between the consultant or advisor's employer and the company.

Nothing in this content should be considered to be legal or tax advice and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.

Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.

While the SAFT has been extensively reviewed by multiple legal teams, we strongly recommend you consult with your own legal, investment, tax, accounting, and other advisors, to determine the potential benefits, burdens, risks, and other consequences of such a transaction.

The compensation consultant (s), outside counsel and any other advisors retained by, or providing advice to, the Committee (other than the Company's in - house counsel) shall be independent as determined in the discretion of the Committee after considering the factors specified in the Rules of The Nasdaq Stock Market, Inc..

The higher regulatory bar means that wirehouses and other advisors are offering fewer managers to clients.

The Approved: May 23, 2014 Committee is not required to assess the independence of any compensation consultant or other advisor that acts in a role limited to consulting on any broad - based plan that does not discriminate in scope, terms or operation in favor of executive officers or directors and that is generally available to all salaried employees or providing information that is not customized for a particular company or that is customized based on parameters that are not developed by the consultant or advisor, and about which the consultant or advisor does not provide advice.

In retaining or seeking advice from compensation consultants, outside counsel and other advisors (other than the Company's in - house counsel), the Committee must take into consideration the factors specified in rule 5605 (d)(3).

The Committee shall have the authority, in its sole discretion, to retain and obtain the advice and assistance of outside legal counsel and such other advisors as it deems necessary to fulfill its duties and responsibilities under this Charter.

The Committee shall receive appropriate funding from the Company, as determined by the Committee in its capacity as a committee of the Board, for the payment of compensation to its compensation consultants, outside legal counsel and any other advisors.

The Committee shall set the compensation, and oversee the work, of its outside legal counsel and other advisors.

The tax law makes important changes that benefits specialists and other advisors should monitor.

Ask yourself, «What does my advisor know that every other advisor doesn't?»

As head of Herbert Smith Freehills» private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and non-contentious trust and probate issues together with charitable and family company matters.

Other advisors — mostly investment and insurance brokers — balance the needs of their clients with their own interests or experiences.

Mr. Legeay works closely with Hawthorn Relationship Managers, Wealth Strategists and other advisors to deliver the Hawthorn integrated wealth management experience to a limited number of families and individuals.

Hunt said the worried calls he received came from other advisors and non-clients.

The Chair of the Audit and Risk Committee may, at his or her discretion, direct any investigation to be conducted by others, such as outside legal, accounting, or other advisors.

In addition, none of the other advisors in this department are working in the area I'm currently interested in, either.

[1] The National Postdoctoral Association (NPA) has established six core competencies to offer guidance to individual postdoctoral scholars who must seek out relevant training experiences, in collaboration with mentors, institutions, and other advisors who provide this training.

[2] These competencies are meant to serve primarily as: (1) a basis for self - evaluation by postdoctoral scholars, and (2) a basis for developing training opportunities that can be evaluated by mentors, institutions, and other advisors.

For a limited time, you can speak to ANY of the professional love coaches, dating coaches, relationship specialists or any other advisor for only 1 dollar a minute.

It's why Creative Advisor Tim Blake Nelson urges other Advisors to provide the Fellows with «tools that are specific, but then allow them to do what they want.»

A dedicated editing creative advisor will be in residence, along with the other advisors at the lab that week.

The costs for the early phases of the Framework 2021 project were minimal; tasks were carried out by volunteers, including the CO ASCD Board members who managed the project, the teachers in the development group who developed the initial categories of the Framework, and other advisors to CO ASCD who assisted with project planning.

The Assistant Deans and other advisors in the Department of Intercultural Education provide support geared for the needs of students of African, Asian, and Latina descent, as well as our LBGTQ students.

The DOT may also engage an independent legal advisor and other advisors to help complete its review of a project's eligibility.

He calmed me down and listened to every issue I had even about the other advisor.

Works with technicians, other advisors and parts personnel to complete scheduled work.

Katt deserves to be enshrined in the financial hall of fame for the wonderful work he has done for those fortunate enough to have retained his services either directly or through other advisors

Talk with mortgage lenders, real estate agents, attorneys, and other advisors for information about lending practices, mortgage instruments, and your own interests before you commit to a specific loan.

Please visit with a licensed representative and / or other advisors to review your personal situation.

I give a few pointers with several other advisors in the industry.

No robots, no computer algorithms, no contracting with other advisors.

Talk with mortgage lenders, real estate agents, attorneys, and other advisors, about lending practices, mortgage instruments, and your own interests before you commit to any specific loan.

His advice to other advisors: «Go lower or do more.»

Unlike most other advisors, Fee Only advisors aren't investment product sales people.

They do not collect commissions or have incentives that other advisors may have to recommend one product over another.

Other advisors charge by the hour, or as a percent of assets under management.

Really, what does your advisor know that every other advisor doesn't or couldn't know?