Sentences with phrase «most other advisors»

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

Not exact matches

At Cumberland Advisors, we expect a long stretch of rising US dollar strength compared with most other currencies worldwide.

Steve Seelig, senior regulatory advisor at benefits consulting firm Willis Towers Watson, said that, of three changes related to executive compensation in the tax reform plan — the other two involve stock options and performance - based pay — it's the hit on tax - exempt executive compensation that is the most significant.

Wealthfront's minimum account requirement is just $ 500, which is an extremely reasonable threshold compared to most other robo advisors.

The smaller players have spent most of their time competing against each other in the «low - cost segment» of the market, which has barely made a dent in the business of the incumbents, said Macquarie Securities advisor Greg MacDonald.

Mr. Bannon's most valuable asset was Bannon Strategic Advisors Inc., a privately held consulting firm into which income from his other investments appeared to flow.

His other professional acknowledgments include: Institute for Management Studies — Lifetime Achievement Award (one of only two ever awarded), American Management Association - 50 great thinkers and leaders who have influenced the field of management over the past 80 years, BusinessWeek — 50 great leaders in America, Wall Street Journal — top ten executive educators, Forbes — five most - respected executive coaches, Leadership Excellence — top five thinkers on leadership, Economic Times (India)-- top CEO coaches of America, Economist (UK)-- most credible executive advisors in the new era of business, National Academy of Human Resources — Fellow of the Academy (America's top HR award), World HRD Congress — 2011 global leader in HR thinking, Fast Company — America's preeminent executive coach, and Leader to Leader Institute — 2010 Leader of the Future Award.

While «financial advisor» appears to be the title most commonly used by sales - based professionals, other firms have adopted variations that create a similar impression, states the report.

In addition to being one of the most comprehensive and useful retirement calculators — really more like a virtual financial advisor — the tool can instantly tell you how your retirement income, expenses, assets, debt and net worth compare to other people in your own zip code.

Other notable details about Age 1: Deming says that she and her advisors — including serial entrepreneur Elad Gil, who most recently co-founded the genomics testing company Color Genomics — will be «quite flexible» when it comes to the stage of applicants.

Lastly and most importantly, an investment advisor will provide you with references and success stories of other successful investors.

Like most others in the wealth management industry, United Capital found clients were increasingly interested in, if not expecting, technology that enabled a more hands - on role in their investing, while maintaining some level of connection to a human advisor.

Most students will find opportunities to take part in research with their graduate advisor or other faculty at the Berman Institute.

When the most specialized licensed doctors, expert clinical advisors, top quality medications, the right testing and medical supervision take place, a person can find themselves healthier than they have been in years with testosterone levels in «normal» range for their age and other factors.

In making the most of his Harvard experience, he enhanced and enriched the experience for many others - his fellow students and peers... and his faculty advisor.»

Hear NCLD's public policy advisor, Laura Kaloi along with a high school student, researchers and other experts speak to why «intern teachers» aren't good enough for our nation's most disadvantaged students, including students with LD.

The other thing we do that individual investors can't, and that most advisors would find tough, time - consuming and expensive, is we largely hedge interest rate risk out of the portfolio.

Fortunately, most people are curious to learn more about these and other topics, whether it's from their financial advisor, financial media or online research.

Just because most other individual investors and their financial advisors seem not to have a clue about optimal investment strategies does not mean that you need to be clueless, as well.

If an advisor tries to push you toward certain products over others, he or she most likely has a stake in those products, and is not being ethical.

Ellevest, co-founded and helmed by financial services veteran Sallie Krawcheck in 2016, is like most other robo - advisors in every way except one: It's unabashedly pro-female.

It is important to note that while no other licensure or designations are required in order to become an RIA, most advisors will find it rather difficult to bring in business without additional qualifications, such as the CFP ® or CFA designation.

In separate research from kasina and Horsesmouth's FA Vision Survey, when asked to name the firm with the most global expertise, Franklin Templeton Investments was selected by financial intermediaries more frequently than any of the other top 100 mutual fund and ETF providers — 21.9 perecent of advisors selected Franklin Templeton.

The firm and its advisors are also licensed to work with clients in most other provinces.

Unlike most other financial advisors, the only compensation Commencement Financial Planning LLC receives is what clients pay directly.

Also, tax - loss harvesting, a service which comes standard with most other robo advisors, is performed for a fee, making the service comparable to its competitors cost-wise for investors who desire this service from a robo advisor.

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).

Actual returns will most always be much lower than hypothetical, so the advisor has little incentive to calculate them accurately (also because their BD and Finra will let them use hypothetical - in other words, it's a completely legal fail.

Most financial advisors focus on other forms of retirement and taxable accounts.

This closed high - level, policy driven summit is convened bi-annually by UNEPs the principal forum for Environment Ministers, Permanent Secretaries, Cabinet Officials and other senior policy makers and advisors to discuss the most crucial issues affecting the environment, particularly in relation to sustainable development, poverty eradication and climate change.

Elder abuse happens to be one of the most insidious forms of abuse because it often happens by the persons closest to us: family, caregivers, financial advisors, and other professionals.

We represent many of the world's largest publicly traded and privately held companies, as well as leading private equity firms, hedge funds, financial advisors and other financial institutions and investors on their most important merger, acquisitions and takeover transactions.

Sue: I think one of the most important things for people to know is that the family professionals, lawyers, and financial advisors actually connect with and learn from each other throughout the process.

Most insurance agents and advisors can agree, though, on one point: Other, more critical financial matters should come first before you even think about buying a life insurance policy on a child.

Mr. Bannon's most valuable asset was Bannon Strategic Advisors Inc., a privately held consulting firm into which income from his other investments appeared to flow.

Lookout's implementation of this feature suffers from the same problem as most other antivirus apps» privacy - advisor features: It's unaware of which app permissions have and haven't been manually toggled off by users of Android 6.0 Marshmallow and later.

British Economist, Journalist and former advisor to the World Trade Organization, Philippe Legrain, said «Most innovations nowadays come not from individuals, but from groups of talented people sparking off each other — and foreigners with different ideas, perspectives and experiences add something extra to the mix.

Many near - retirees panicked in the 2008 - 09 bear market and never got back into stocks, and others may have stayed in the markets but diversified their holdings in preparation for retirement, while most of the stock gains went to U.S. equities, says Michael Goodman, president of Wealthstream Advisors Inc. in New York.