Sentences with phrase «met by my advisor»

Excellent automobile service means this to me: I will be met by my advisor very close to my appointment time.

If you're a do - it - yourself investor or this need isn't met by your advisor, then you can also directly hire a fee - for - service financial planner.

Not exact matches

Essentially, they want to see that all these materials adequately and accurately reflect the operations of the firm; that the advisor is meeting his or her fiduciary duty by ensuring that the activities being undertaken in client portfolios are, at all times, in the client's best interests; and that the firm is supervising the activities of its staff and taking corrective actions when and if any deficiencies are found.

Applying the ratio of entities that meet the SBA size standards to the number of affected entities, based on the methodology described at greater length in the RIA of the Fiduciary Rule, the Department estimates that the number of small entities affected by this final rule is 2,438 BDs, 16,521 Registered Investment Advisors, 496 insurers, and 3,358 other ERISA service providers.

Savers in several countries «experienced a dramatic increase in their confidence that they would meet retirement goals,» according to a new survey commissioned by State Street Global Advisors.

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

Start by meeting with a financial advisor to discuss your retirement needs, plans, and financial goals.

For example, the Chartered Financial Analyst (CFA) certification began over 50 years ago in response to increased interest by the public in investing, and a growing recognition that advisors should have the expertise that met the need for sound financial advice.

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

«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.»

I met with legal advisors, who explained to me that I was not «sexually» harassed (based on their review of the evidences)... rather it was workplace harassment, and therefore also prohibited by law.

When his proposal to overhaul ethics at the state Capitol were met with shrugs by lawmakers, Astorino's top advisor blasted them in a column for Newsday.

But if they are true, what he is complaining about is that Corbyn at a meeting suggested that he phone his father but was dissuaded from this idea by his advisors.

Brian Conybeare, who was appointed as special advisor for the bridge project by Governor Andrew Cuomo on Monday, July 23, moderated the 8 a.m. meeting in the Prusmack Center where more than 100 people were present.

After detailed research, the Committee on Climate Change — the government's independent panel of climate advisors made up of economists, academics, businesses representatives and scientists — found that the cheapest way to meet the UK's climate change targets is to have almost entirely carbon free electricity by 2030.

AMERICAblog's John Aravosis describes a trip to the White House made by nine progressive bloggers and / or reporters yesterday to meet with Vice President Biden's economic advisor, Jared Bernstein.

The meeting on Tuesday was directed by a three - person panel consisting of special advisor to the Governor on the Tappan Zee Bridge Project Brian Conybeare, Secretary of Transportation for the Governor Karen Rae, and Robert Conway, senior vice president of the environmental planning and engineering consultant firm AKRF and the creator of the Final Environmental Impact Survey (FEIS).

Super busy professors were usually described by their students as «she would have been a really great advisor if she had time to meet with me.»

Ramakrishnan, who was accompanied by Tony Cheetham, the Royal Society's vice president and treasurer, Julie Maxton, the society's executive director, and Catharine Young, a science and innovation head at the British Embassy, later took their message to officials at the State Department and to John Holdren, the White House science advisor, during separate meetings.

Using their star power and connections, the foursome have pushed their ideas on conspicuous occasions, a number of which they created themselves: a session at the National Academy of Sciences» annual meeting that Varmus described as «heated;» a briefing by Krischner, Tilghman, and Varmus at the President's Council of Advisors on Science and Technology; a meeting at the Howard Hughes Medical Institute that «brought together some senior... influencers to talk about the problem;» a new paper about that meeting that will soon appear in PNAS; and a presentation by Kirschner at the Future of Research symposium organized by Boston - area postdocs in October.

Students may have to meet advisor by appointment!

Before you vow never to meet people in person again, it's important to note that the study was funded by eHarmony.com and Cacioppo is paid as a scientific advisor for eHarmony.

Living with: By joining hiv people meet, you have access to a live dating advisor and other support services.

Each advisor had a unique approach and purpose; each meeting was meant to build on the other, layer by layer.

Those meetings are led by each organization's advisor and parent volunteers.

The article discusses schools» use of advisory programs, or non-academic group meetings led by advisors that focus on student development, social - emotional learning, and resilience.

If you're approached by an advisor on campus, do not make a decision after just one meeting.

Founded in 2007 and supported by Relay Graduate School of Education, the Relay Teaching Residency is a two - year program that provides residents with a structured, gradual on - ramp into the profession, along with a master's degree.77 During their residency, students work with master resident advisors and transition into lead teaching roles during their second year.78 Residents set ambitious learning goals for their students; the program reported that 94 percent of graduate students attending Relay's New York school met or exceeded the learning goals for students in 2014.79

Remember, this is an issues - driven conference, augmented by the availability of one - on - one meetings with Peters Fraser + Dunlop agents and with editors from Pan Macmillan and HarperCollins who will hold open - submissions and consultations, along with independent publishing advisors organised with the help of the Alliance of Independent Authors.

Remember, this is an issues - driven conference, augmented by the availability of one - on - one meetings with the PFD agents and with editors from Pan Macmillan and HarperCollins who will hold open - submissions and consultations, along with independent publishing advisors (organised with the help of the Alliance of Independent Authors).

The TIAA - CREF advisors always say they are paid by the company so they don't try to sell you anything, but at the last meeting with ours, he told us he thought we should buy into TIAA - CREF's real estate fund ---- oh, just so happened it was the fund with the highest expense rate.

Discover your options by meeting with a BancorpSouth Wealth Management financial advisor.

The problem was they were sold these by an advisor who made them look like no - load funds, and they meet with me 3 years later and want to change funds, and they were shocked to see a 3 or 4 % CDSC to do that.

You can also make an appointment to meet with an advisor at the branch or contact a customer service representative by calling 1-888-622-2783.

I was told by my advisor that we would meet once a year.

If you've met all the qualifications, moving forward can be easy, especially if you use a tax advisor or an online tax filing service that provides you with step - by - step assistance in walking through the process.

Both start by having a debtor meet with a debt help advisor who reviews your personal financial situation and determines how much you can afford to pay to settle your debts with your creditors.

Start by choosing a financial advisor you trust and then meeting with him or her annually.

Finally, make sure your partner is on the same page by arranging for both of you to meet your financial advisor to review the plan.

Complimentary, 24/7 professional travel services provided by experienced advisors; Mastercard Airport Concierge: Arrange for a meet - and - greet agent to escort you through the airport on departure, arrival or any connecting flights at more than 700 destinations worldwide; Personal assistant services: Help with reservations and research, locate hard - to - find items, etc.; The Dining Program: Access to inventory not available to the general public and complimentary amenities or experiential benefits at select restaurants; Golf Concierge Services

There'll be an opportunity to meet UKTI advisors, enjoy some lunch and hear talks by Tracy Muir, Limelight Software, and Nigel Little, Distinctive Games, about their experiences at the Mobile World Congress event.

Conversation with AI WEIWEI, Moderated by alexandra munroe, samsung SENIOR CURATOR, ASIAN ART, AND SENIOR ADVISOR, GLOBAL ARTS AT THE SOLOMON R. GUGGENHEIM MUSEUM AND FOUNDATION Wednesday, July 18 12:30 pm Anderson Ranch, Schermer Meeting Hall

Our students and faculty - from all over the planet - meet each year for a few weeks in the summer in Berlin and winter in New York as we continue to work wherever we live supported by advisors, student - run critique groups and the Ti community.

Come and meet Transart faculty, advisors and students; sign up for a group or individual portfolio review; sit in on student presentations; and finish the early evening with a lively, Pecha Kucha event of presenting EFA studio artists followed by a wine reception for the artists.

Seminars, site visits, individual meetings, and roundtable discussions will be led by the following faculty: Bruce Altshuler (Director, Program in Museum Studies, New York University), Nicholas Cullinan (Curator of Modern and Contemporary Art, Metropolitan Museum of Art), Reem Fadda (Associate Curator of Middle Eastern Art, Abu Dhabi Project, Solomon R. Guggenheim Foundation, New York), Kate Fowle (Chief Curator, Garage, Moscow, and Director - at - Large, ICI), Dóra Hegyi (Project Leader, tranzit.hu, Budapest), Todd Levin (art advisor), Chus Martínez (Chief Curator, El Museo del Barrio, New York), Gabriela Rangel (Director of Visual Arts and Curator, Americas Society, New York), and Jenny Schlenzka (Associate Curator, MoMA PS1, New York), among others.

Seminars, site visits, individual meetings, and roundtable discussions will be led by the following faculty: Bruce Altshuler (Director, Program in Museum Studies, New York University), Holly Block (Executive Director, Bronx Museum of the Arts, New York), Nicholas Cullinan (Curator of Modern and Contemporary Art, Metropolitan Museum of Art), Reem Fadda (Associate Curator of Middle Eastern Art, Abu Dhabi Project, Solomon R. Guggenheim Foundation, New York), Kate Fowle (Chief Curator, Garage, Moscow, and Director - at - Large, ICI), Dóra Hegyi (Project Leader, tranzit.hu, Budapest), Todd Levin (art advisor), Agustín Pérez Rubio (independent curator and art critic), and Jenny Schlenzka (Associate Curator, MoMA PS1, New York), among others.

Steve Everley, senior advisor to Energy In Depth, connects the study to a 2012 conference in La Jolla, California organized by Naomi Oreskes and the Union of Concerned Scientists, where environmentalists met to develop a strategy for how to take down big oil companies.

Trump has said he intends to decide by month's end whether to start the four - year process of withdrawing from the Paris Agreement, and his advisors will meet this Tuesday for high - level meetings to discuss the fate of US involvement in the pact.

Trump advisors and fossil fuel industry reps argued that «energy security and economic development» trumped climate action; they were met with derision and disbelief by the COP23 audience.

Since May 2015, two government - appointed Special Advisors — Mr. Justice John Murray and Mr. Michael Mitchell — have been undertaking the Changing Workplaces Review (Review) to consider the changing nature of the workplace, the causes behind those changes, and whether the Labour Relations Act, 1995 (LRA) and the Employment Standards Act, 2000 (ESA) need to be amended to meet challenges created by the changes...