Sentences with phrase «number of advisors»

Steve writes that «we've found that a number of advisors and other professionals buy our cards to keep in touch with their clients throughout the year.

Believe it or not, there's a large number of advisors who don't know how to talk to clients about these two basic elements of investing — fees and returns.

In my view, managing the total portfolio is really win - win for both the advisor and client, and I am actually surprised at the number of advisors who only do stock - picking.

An overwhelming number of advisors (70 %) are bullish about economic growth across global markets, particularly for stock sectors like industrials, financials and materials, TD Ameritrade says.

Lots of investors and an alarming number of advisors tend to flee a struggling methodology or strategy whenever the stocks they chose underperform.

David Polak, equity investment specialist at Capital Group, said that having spoken to a number of advisors and their clients, he gets no sense of people pouring money into equities and getting their «animal spirits» up.

The rollout will occur in multiple stages, but when complete, it should expand by 7,100 the number of advisors with access to the eight NextShares strategies currently on the market as well as an undisclosed number of additional strategies from managers other than Eaton Vance expected to launch ahead of the November rollout, said CEO Thomas Faust Wednesday.

Any number of advisors or investors can ring up high returns for a year, or even two.

The author surveys a number of advisors on the pros and cons of foreign investing.

PA led with the easy to find Labour information, comparing figures on the number of advisors.

Mr Mugabe is reportedly being kept with his wife and a number of advisors, while the military has maintained a presence on the streets of Harare.

These drops in the number of advisors, the average number per firm and the advisors remaining who actually help clients plan for retirement, ultimately leaves consumers with less access to advice.

These single - premium fixed products have been around decades, but they only had ho - hum sales — that is, until a rising number of advisors, financial media and older consumers began to see value of including income annuities in retirement portfolios.

Ken Bentsen, president and CEO of SIFMA, noted on the call that while all of the trade groups represent members nationwide, about 27,000 advisors in Texas are registered with the Financial Industry Regulatory Authority and that Texas ranks third in the U.S. in terms of the number of advisors and fourth in the number of broker - dealers, which «underscores the fact that this is a Main Street issue.»

The Fidelity product is to be made available in March for tryout by a limited number of advisors, with a wider rollout set for June.

Since then, the number of advisors with the CFP certification has risen by a third.

Advisor Resume, Advisor Resume Example We have listed here a number of advisor resume examples for your reference.

Not exact matches

I've seen entrepreneurs work for days trying to come up with a fair offer for someone they'd love to have onboard - sweating the numbers, comparing the offer to the comp of other key players, checking with outside advisors, doing every bit of homework possible in order to get to their best proposal.They become heavily invested (financially, but even more psychologically) in the offer and the outcome because they believe it's fair to everyone and the absolute best they can do.

By limiting the number of new clients accepted each year, your advisor demonstrates the ability to provide each client with personalized service.

«They're now starting to get overwhelmed with the number of robo - advisors out there and realizing they're not getting the financial planning they need from them.»

«It requires a lot of number crunching,» said Andy Martin, president of 7Twelve Advisors and principle with Gerard Securities.

The good news is that the number of survey respondents in the dark about their advisor's compensation has been dropping since 2011, when it was a staggering 65 percent.

In 2014, that meant that 1,164 investment advisors were examined by the SEC and only a small number of those — firms referred to enforcement — had significant problems.

A unique breed of financial advisors is growing in numbers as investors demand access to a broad array of investment and advice options.

«One of the most important aspects of purchasing a sales system is the number of people using it,» TechnologyAdvice advisor Cameron Council tells me via email.

As has been alleged in a number of reports, Holmes kept employees and advisors in the dark about the challenges her organization was facing.

Since making the announcement, Goldin said she has received an overwhelming number of emails from consumers, employees, investors and advisors in support her decision.

Yesterday Beyond Meat, one of a growing number of startups trying to convince the public to swap burgers and chicken wings for plant - based alternatives, announced some pretty meaty news: Don Thompson, the former CEO of McDonald's, is joining its board of advisors.

At the moment, control over National Amusements is scheduled to pass to a trust whenever Sumner Redstone dies — a trust whose board consists of Shari Redstone, her son, Viacom CEO Dauman and a number of legal advisors appointed by Redstone.

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

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.

One key to DFA's growth so far is that it is working with a number of large advisors like Loring Ward, who act as TAMPs, offering a suite of retirement plan services (like recordkeeping, investment advice and DFA funds) to smaller advisors.

These statements may involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, including the performance of financial markets, the investment performance of NexPoint Advisors, L.P.'s or Highland Capital Management L.P.'s sponsored investment products, general economic conditions, future acquisitions, competitive conditions and government regulations, including changes in tax laws.

There are a number of robo - advisors that simplify the process and make it easy for you to start investing.

She's a big shot — the number two at the world's most powerful central bank, a former professor of economics at Berkeley, and a former top White House economic advisor — but she still does her homework.

He works with ideas42 and serves as advisor to a number of welfare organizations.

«It's amazing when I work through the numbers that some people think manicures, landscapers and maids are a need,» said Michael Chadwick, a certified financial planner and president and founder of Chadwick Financial Advisors in Unionville, Conn..

His experience includes four years with HB Global Advisors Corporation, the international consulting firm of Heenan Blaikie LLP (2010 to 2013), and almost four decades with the Government of Canada where he served in a number of key diplomatic posts, including Ambassador to the People's Republic of China (2001 to 2005), Ambassador to Japan (2005 to 2008) and High Commissioner to the Republic of India (2008 to 2010).

He also serves on the board of directors or advisors for a number of companies.

The NERA report also states that the administration ignores the negative consequences of similar retirement regulations in the U.K., noting that «a sizeable number of low - balance clients lost their advisor.

By Cerulli's numbers, less than 3 percent of the total advisor universe operated as an ERISA fiduciary plan specialist prior to finalization of Labor Department's fiduciary rule.

The new Department of Labor fiduciary standard represents «the most dramatic regulatory change in a number of decades, suffice to say,» explained Scott Curtis, head of Raymond James» independent advisor channel, in an interview on Tuesday.

That has been the top worry of advisors and their partners for a number of years, as reflected in our annual Broker - Dealer Presidents» Poll (look for those findings in the June issue), and in TD Ameritrade's annual sentiment survey of its affiliated RIAs for five straight years, as honoree Skip Schweiss told me.

She has been an advisor and a counselor to me on a number of issues, but specifically this issue as I and the company try to navigate through the process of not being a bystander and effectively and respectfully trying to make a difference in the communities we serve.

«At Vestwell, our number one priority is providing financial advisors with retirement technology that removes the administrative burden of implementing and servicing retirement plans,» said Vestwell CEO Aaron Schumm.

Wasser has served in a number of regional leadership roles, including recruiting leader, WINGS (Women's Initiative for New Growth Strategies) recruiting leader, field trainer leader, new financial advisor support specialist and level leader.

There are a limited number of employer - sponsored defined benefit plans (pensions) available as it is, said Henry Ford, principal and senior advisor for LifeSteps Financial, a registered investment advisory firm.

He serves on the Board of many tech startups companies like Momentfeed Inc., Chirp Microsystems, Notion (Hetnotion.com), is a mentor at the Plug & Play Tech center and a Cincinnati - based Brandery, and an advisor to a number of tech startups.

GFI has a number of expert advisors from a variety of fields, which reflects their strong connections to the fields such as food tech, animal advocacy, and entrepreneurship.

With that likely outcome, let's take a look across the big pond to see what happened when the United Kingdom banned commissions in favor of fee - for - service compensation.The UK's Association of Professional Financial Advisors, recently completed their third edition of The Financial Advisor Market: In Numbers.