Sentences with phrase «model on advisers»

Having a fresh allocation model on advisers» desks when they come in to work is a great motivational tool to get on the phone and drum up new business.

Not exact matches

If advisers can't get their 1 % commission, they'll just move to a fee - based model, where they can charge 1 % on an investor's total assets.

The model itself isn't so hard to understand: robo - advisers rely on automated software to create investment portfolios and give clients advice on investment options.

The KPMG report warned about the potential reputational risks that may arise given the focus on so - called «vertical integration» models in which wealth advisers sell associated products to their investors.

I have shunned human advisers all my life but the Robo firms have professional data scientists and mathematicians focused full - time on building computer models maximizing the efficiency of your investment allocations.

Cleveland Coach Sam Rutigliano has set up a model program for eight problem players on the Browns; these members of the so - called Inner Circle meet every week with Rutigliano, retired Cleveland stars Calvin Hill and Paul Warfield, as well as a psychiatrist and a religious adviser.

A search for «mentor» retrieves more than 920 entries on Science Careers; «mentoring» returns more than 520; searching for «role model» returns more than 560 articles; searching on «adviser» yields more than 930 results.

Doctoral student Saurabh Nagrecha and his adviser, Nitesh Chawla, the Frank M. Freimann Professor of Computer Science and Engineering and director of iCeNSA, advocate that data science is a process and present a solution to quantifying the value of data acquisition and modeling in a return on investment (ROI) framework.

Wilfredo took his concern to his faculty adviser, who suggested he consider the Model United Nations program, in which students take on the mantle of U.N. countries and tackle world issues from their assigned country's point of view.

«Mandy Savitz - Romer, a senior lecturer at the Harvard Graduate School of Education who has written a book on effective college - advising models, said young advisers can inspire and connect with students.

The union campaign depicts Brown, who leads a group that has filed a New York State lawsuit modeled on the Vergara v. California case that found teacher tenure laws unconstitutional, as the puppet of former D.C. schools chancellor Michelle Rhee and Brown's husband, GOP policy adviser Dan Senor.

Typically with a full - service model you speak to your adviser once a quarter, or semiannually, or annually depending on your relationship.

But the onus is on the client to schedule the call, as opposed to the full - service model where the onus is supposed to be on the adviser.

The index is based on the US Income model portfolio that is part of Morningstar's Computerized Portfolio Management Services (CPMS), popular with fund managers and investment advisers.

So though advisers must still research investment options and monitor models, our new platform can help them focus more on those activities that deliver greater value,» says Danielle Fava, director of product strategy and development at TD Ameritrade Institutional.

As Morningstar explains, the second share class, «clean» shares, «help financial services companies that wish to shift to a «level fee» model in which advisers» compensation only comes from a level charge on a clients» assets and not from any varying third - party payments.»

As the firm explains, the first share class, commonly referred to as «T shares,» aims to help financial advisers maintain their traditional business model — selling mutual funds on commission — while complying with the letter and spirit of the new conflict of interest rules.

Many advisers these days use a more formulaic approach to investing or prefer a model portfolio over discussing, buying and selling stocks on a sporadic basis.

«Our arrangement with TIAA will offer fiduciary support for the broader swath of advisers that wish their plan sponsor clients to take advantage of TIAA's Target Income Models, but may choose not to take on the fiduciary responsibility for managing the portfolios themselves,» says Robert Bernstein, co-founder and senior managing director of Envestnet Retirement Solutions.

About one - quarter of current non-users indicate they are likely to start offering one of three types of advice: access to a financial adviser (27 %), one - on - one advice provided by an independent third party (25 %) and online investment models provided by the plan provider (23 %).

While investment advisers have relied for years on computer models to fine tune their clients» portfolios of mutual funds, for example, the advent of fully automated investing services emerged just in the last five years.

Under the Program, COA, an investment adviser registered with the Securities and Exchange Commission («SEC»), manages the assets in your Account on a discretionary basis in accordance with a model asset allocation portfolio you select.

This methodology allows advisers and clients to enhance their current qualitative analysis of products, and implement an independent approach to reviewing, assessing and recommending an annuity based on financial and actuarial models, the firm notes.

The adviser's decision to buy or sell a Fund holding will be made based on the adviser's technically based trend and risk models that evaluate current market conditions and the adviser's determination of the appropriate exposure level to the applicable market.

The adviser's decision to buy or sell a Fund holding will be made based on adviser developed trend and risk models that evaluate current market conditions and this analysis will guide the adviser's determination of the appropriate exposure level to real estate related securities.

• Five all Front - end Loaded Mutual Fund Models for investment advisers working on a commission basis.

Particular strength in relation to outsourcing and complex contractual matters» and that we have a «Growing team of experienced advisers operating on a flexible, client - focused model.

Mr. Marshall also serves as an adviser to the American Law Institute on the Model Penal Code Sentencing Project.