Sentences with phrase «new financial advisers»

At Smith Barney and other financial - services companies, applications are up for programs designed to train new financial advisers, the position most financial institutions rely on as their primary sales role, Romero said.

Also instead of just a few new financial advisers contacting us weekly about the New Financial Planner Starter Kits, there would be dozens.

Last month, as the Standard & Poor's 500 index surged to new highs, they hired a new financial adviser and plunged into the stock market again.

Once you get this issue resolved I recommend you find a new financial adviser.

Both your current and new financial adviser will have insight on what needs to happen with these, depending on whether they are provincially or federally regulated pension plans, or some other type of retirement fund.

I recently wrote about my experience with a new financial adviser (who had to be re-named due to an unfortunate resemblance to another adviser).

Not exact matches

But in a new survey of 250 business owners by Bank of America's Merrill Lynch division, only 39 % said they used an expert — like a management consultant, financial adviser or commercial banker — to develop a succession plan.

Graduates from the first - ever City University of New York Startup Incubator Program, the Advyzr team has on - boarded advisers from firms such as IBM Worldwide, Credit Suisse Financial, and Google.

A former climate adviser to President Bill Clinton recently told the Financial Times he thought President Obama should okay Keystone at the same time as he unveils some new climate initiatives.

«Most new ventures have nondisclosure agreements that they'll get you to sign, but these typically allow the signer to share the business plan with a CPA, attorney, or investment adviser,» says Linda Gill, managing director of the Cincinnati office of SS&G Financial Services.

Despite the new image, shells still draw criticism from some financial advisers who argue that the deals are overly generous to investment banks and SPAC management teams, which typically walk away with a 10 percent stake in the newly merged company, along with bonuses and board seats.

«It's absolutely a big - time, growing field,» says Frank Murtha, a New York - based psychologist and partner in MarketPsych, a consulting firm that offers training to financial advisers and similar professionals.

There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money - saving strategies...

Financial advisers continue to find succession planning difficult, with 73 % not having a written plan in place, according to a new study by the Financial Planning Association and Janus Henderson Investors.

It's not new advice but there's a reason every financial adviser repeats it: Because this is your future we're talking about.

The New Jersey - based financial adviser debuts with «McCall's Call» on IndexUniverse.com, a weekly column that will feature actionable investment ideas using ETFs that are based on current trends in financial markets and the economy.

This week, President Obama made a speech in which he vocally supported the Department of Labor's new proposed fiduciary rule, which sets new uniform rules to ensure financial advisers always act with their clients» best interest in mind.

Ginger Ewing, a financial adviser with Ameriprise Financial, says new parents often ask her about saving for college but she urges them to think about more pressing needs like day cafinancial adviser with Ameriprise Financial, says new parents often ask her about saving for college but she urges them to think about more pressing needs like day caFinancial, says new parents often ask her about saving for college but she urges them to think about more pressing needs like day care first.

The New York Times reported last week that Morgan Stanley executives for years had known about the allegations against the financial adviser, Douglas E. Greenberg.

Just in time for the new year, some financial planners» best retirement tips Brooks asked financial advisers for their best retirement advice.

As the large wirehouses continue to retrench and search for new ways to train financial advisers, Bank of America said Thursday it was following through on previously mentioned plans to expand its online brokerage platform, Merrill Edge.

A Christian financial adviser has warned against falling into trap of Christmas overspending as new research... More

Dennis Daniels, financial adviser for the district, said Wednesday that the Park District could probably obtain an interest rate on a new loan of 5.5 percent.

As Ben notes, former City Council President and longtime New York political insider Andrew Stein was indicted on tax charges out of the Manhattan federal prosecutor's office, part of a large bust involving a financial adviser to the stars.

Other members of the panel include Charles Fuschillo, a former state senator who represented the 8th District and is chief executive of the Alzheimer's Foundation of America; Marc Shaw, a former deputy under New York City Mayor Michael Bloomberg who is a senior adviser for finances to the chancellor of the City University of New York; Elizabeth McCaul, an investment banker and former superintendent of banks for the State of New York who is chief executive for Promontory Europe, a financial firm; and Mark Page, Nassau County deputy county executive for finance.

«Turkey in many ways is a wild card in this coalition equation,» said Juan Zarate, a senior adviser at the Center for Strategic and International Studies and author of «Treasury's War, the Unleashing of a New Era of Financial Warfare.»

Former New York City Mayor Michael Bloomberg acknowledged for the first time during an interview with the Financial Times that he is weighing a 2016 presidential bid — two weeks after an adviser said he was exploring the possibility.

Luke Thorburn, a financial adviser who was recently highlighted in an article in The New York Times as the only Goldman Sachs employee to contribute to Trump's presidential campaign, has been placed on administrative leave, according to people familiar with the matter.

For us, this has meant a new strategy for my own family, which included transitioning to a single financial adviser who can handle our financial, corporate, tax, and insurance needs.

March 31, 2017 • As members of Trump's staff disclosed their financial assets, new details have emerged about the wealth of Ivanka Trump, Jared Kusher, Steve Bannon, Gary Cohn and former adviser Michael Flynn.

Dwayne Johnson plays an ex-football player who's under pressure to «monetize» his friendships in his new career as a financial adviser in HBO's «Ballers.»

He's prepping for retirement in roughly five years from his financial adviser position, a role he took some years back after serving in the New York police force.

Websites using the same algorithm - based asset management strategies employed by human financial advisers are the hot new thing in investing.

Is it costly to switch to a new, perhaps fee - based adviser and get into new financial products?

Get your adviser to update your financial plan to reflect the new reality.

Fee - for - service is also offered by a newer category of financial advisers known as money coaches.

For these reasons, financial advisers may recommend selling the original home, then obtaining a new mortgage.

Garden City, New York, financial adviser Jay Freeberg recommends that parents co-sign for a debit card on the teen's bank account, according to U.S. News Money.

The new fund is designed to offer financial advisers and institutions the potential for additional diversification, along with potentially higher returns that can accompany the considerable volatility associated with emerging markets debt.

It's a good idea to talk to your financial adviser before committing to a new investment.

About Blog Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.

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.

There are four new and important changes every Canadian with a financial adviser — or anyone thinking of hiring one — should know about.

No matter what your financial situation looks like, the experts at SunQuest will analyze your income, assets and liabilities; we'll coordinate with your attorney, accountant, or other advisers, to insure that your New Jersey mortgage supports your other financial goals.

Have you purchased new investment products such as index - linked GICs solely on the advice of a broker or financial adviser?

Some financial products can only be accessed through a financial adviser, so if you decide to end your relationship with them you may also have to leave the products they recommended, or get a new adviser.

Financial adviser Casey Fleming suggests figuring out monthly payments for your existing mortgage on the same timeline as your hypothetical new mortgage plan.

About Site - Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.

Hiring a financial adviser is not unlike going to buy a new car.

A new study conducted by Cerulli Associates, in partnership with BlackRock, examines the emerging ways financial advisers are incorporating exchange - traded funds (ETFs) into client portfolios.