Sentences with phrase «more in assets»

Couples with no assets are 70 percent more likely to divorce within three years than couples with $ 10,000 or more in assets.

If you've accumulated wealth — say, $ 1 million to $ 1.5 million or more in assets — you can use the policy's death benefit to cover the cost of any taxes on your estate when you die.

The only cash back card that could potentially be better, it seems to me, is Bank of America's new offering that will let those who put $ 100,000 or more in assets on deposit with BofA earn 2.625 %.

It's only available to Private Client members who bank $ 250,000 or more in assets with Chase.

«We are serving a broad range of plans now — from startups with only a few participants to some larger plans with $ 50 million or more in assets,» says Balkey.

Vanguard in the US offers extras to investors with $ 50,000 or more in assets such as commission - free ETF trading, financial plans etc..

According to the study, mega plans, defined as those managing $ 500 million or more in assets, report a strong interest in offering exchange - traded funds (ETFs) within managed accounts to their plan participants as a means of offering a cost - effective solution.

Given that all our experts agree that Ralph and Melissa should easily have $ 1 million or more in assets when they retire at 55, here's what the Copperfields should do to get the most out of their money:

Passive funds, in fact, took in $ 576 billion more in assets than active funds in 2015 despite the fact that there were eight times more active funds than passive ones.

If everything goes according to plan, Mancini will be debt free with $ 1 million or more in assets that he could liquidate to fund retirement at 45.

At that time, TD Waterhouse first announced a low flat rate commission for clients with $ 100,000 or more in assets.

The legendary Danoff is best known for managing the $ 129.6 billion Fidelity Contrafund (FCNTX) since 1990, and with which he's outperformed every other stock fund with $ 100 billion or more in assets in the past 15 years.

What we've learned so far is their best commission rate of $ 6.95, which is currently only available to clients with $ 100,000 or more in assets, will soon be made available to everyone, regardless of account balance or trading frequency.

However, I'm concerned when people tell investors they «need to invest more in assets that are riskier.»

Lowest margin fees of any broker listed in Barron's survey of accounts having $ 100k or more in assets with margin rates of $ 10k, $ 25k, $ 50k and 100k balances.

The written explanation of the changes provided by the Department of Finance covers the implications for a client who has gotten involved in one of these sophisticated plans, most of the them high net worth Canadians with $ 5 million or more in assets.

The average college graduate will have roughly one million dollars more in assets at retirement than the average high school graduate.

Therefore retirees need $ 7 trillion more in assets than workers need in assets to keep the economy running.

Before crowdfunding, this opportunity was only available to accredited investors, who have $ 1,000,000 or more in assets or earn more than $ 200,000 a year.

The Ft reports on the sharp increase in the number of wealthy Chinese acquiring UK «golden visas» that give residency in return for investing # 2m or more in assets (they can apply to settle permanently after a period of three years if they invest # 5m and after two years if they invest # 10m).

The largest U.S. banks — those with $ 50 billion or more in assets — will be required to fully comply with the terms of the rule by July 2015.

Plans with $ 100 million to under $ 500 million in assets pay an average of 90 basis points (BPS), and plans with $ 500 million or more in assets pay an average of 67 BPS.

What's more, China Corp. in China B will have $ 100 more in assets than its counterpart in China A, and this will be matched on the other side of the balance sheet by $ 100 more in retained earnings.

London is the world's top location for the super-rich, with 4,364 people with $ 30 million or more in assets.

Companies including Charles Schwab and Vanguard have rolled out their own, automated investment arms, and continue to manage billions more in assets than the robos combined.

According to the Institute for Private Investors, those with $ 200 million or more in assets allocate on average 2 percent of their portfolios for direct investments in private companies.

Over 3,000 residents have $ 30 million or more in assets, making it the No. 1 US location for the super-rich, CityLab reports.

Find more in our asset class views table below as well as in our full Global Investment Outlook.

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

«If U.S. rates move too quickly, they will dislocate [high yielding] assets more broadly and the most liquid emerging markets will not be immune to a selloff,» he added, pointing to the 2013 taper tantrum as an illustration of this idea in action.

The firm has more than $ 250 million in assets under management, and its investments include Coinbase, Instacart, Zenefits, Opendoor, Soylent, Cruise Automation, and Standard Cognition.

Public pensions now have a tenth of their assets in these private and opaque vehicles; some endowments have much more.

In a statement released after the Moonves appointment, Redstone said she didn't want the chairmanship of Viacom to go to someone who is a director of her father's trust — which will take control of Redstone's more than $ 40 billion in assets after his death — or to someone who is too involved in the family's affairIn a statement released after the Moonves appointment, Redstone said she didn't want the chairmanship of Viacom to go to someone who is a director of her father's trust — which will take control of Redstone's more than $ 40 billion in assets after his death — or to someone who is too involved in the family's affairin assets after his death — or to someone who is too involved in the family's affairin the family's affairs.

Diamonte serves on the board for the Committee on Investment of Employee Benefit Assets, representing more than 100 of the country's largest private - sector retirement funds on fiduciary and investment issues in Washington.

With approximately $ 200 million in assets under management, the firm has backed more than 30 companies.

LONDON, April 12 - Man Group, the world's largest listed hedge fund, reported a 3 percent rise in total assets in the first - quarter after net inflows of $ 4.8 billion more than offset performance losses.

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

«There's so many assets in that company still that there's probably more positive than negative ahead.

«For more than six months, dollar - liability flows have outstripped dollar - asset flows but that is now reversing which is helping the dollar,» said Hans Redeker, head of global FX strategy at Morgan Stanley based in London.

It was also helped by a rise in its asset and wealth management division, a business that Wall Street giants are looking to more and more as a more constant and reliable income stream than trading.

«Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company,» Dimon said in a statement.

In the wake of the Target security breach, where up to 70 million customers» credit and debit card details were targeted by fraudsters, more and more businesses are looking to strengthen their IT infrastructure and protect their customers, sensitive data and wider company assets in the procesIn the wake of the Target security breach, where up to 70 million customers» credit and debit card details were targeted by fraudsters, more and more businesses are looking to strengthen their IT infrastructure and protect their customers, sensitive data and wider company assets in the procesin the process.

Stocks remain the best place to invest in 2017 and beyond, as compelling valuations show the market has further room to run, according to Morgan Stanley Private Wealth Management's Andy Chase, who oversees more than $ 20 billion in assets for investors.

Howard, 54, has already hired at least one person to work for him on initiatives in digital assets and plans to hire more.

Now factoring is considered just another kind of so - called «asset - based commercial lending,» a category that as a whole grew from $ 100 billion of credit extended at any one time in the early 1990s to more than $ 325 billion today.

Ron Mock, a former Ontario Hydro Electrical engineer and founder of Phoenix Research and Trading, now oversees $ 171 billion in assets in more than 50 countries on behalf of 316,000 past and present teachers.

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

MetaStable's portfolio more than doubled in value in May alone, according to a source close to the fund; on June 23, after a Bitcoin and Ethereum price crash, the hedge fund reported total assets of $ 69 million in a regulatory filing.

The firm has more than $ 250 million in assets under management, and its investments include Coinbase, Instacart, Zenefits, Opendoor, Soylent, and Cruise Automation.

The asymmetry of prospective rate moves in different parts of the curve with short rates at the zero lower bound, explicit forward guidance about future policy decisions and massive asset purchase programs may result in a higher likelihood of one - sided markets, which may in turn impair liquidity, or at least lead one to conclude from liquidity indicators that markets have become more illiquid.