Sentences with phrase «number of financial advisors»

From time to time, I read articles saying that growing numbers of financial advisors and stockbrokers are abandoning the traditional buy - and - hold strategy.

Not exact matches

«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.»

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

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.

«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 Unionvillfinancial planner and president and founder of Chadwick Financial Advisors in UnionvillFinancial Advisors in Unionville, Conn..

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.»

«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.

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.

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.

«What you'll see in the traditional wealth group, financial advisors will be able to take on a greater number of clients and the entire industry will expand as it becomes a cost effective tool that people can have that they haven't traditionally.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

As someone who works with financial advisors daily you hit a number of things right on the nail.

Financial advisors work in a number of different types of firms, and, according to the Bureau of Statistics a quarter have their own business.

Financial advisors and consumer advocates often recommend a lower number that takes other factors into account, such as retirement savings, entertainment expenses, and overall quality of life.

If you create that plan and you're interested in their financial advisor services, you'll find that they offer a number of unique benefits.

Sofi also offers a number of member perks including career planning, loan discounts, community events, financial advisors, and unemployment protection.

Your voice lends variety to the small number of thoughtful, informative financial advisors in media.

Robo - advisors is the term given to any number of automated investing services that have popped up in recent years that aim to make investing easier, more affordable and in some instances negate the need for a traditional financial or investment advisor.

An increasing number of financial services and asset management firms are launching their own robo - advisors.

Here's how the industry has evolved: The number of providers continues to swell (NerdWallet conducted an in - depth analysis of more than 20 robo - advisors this year), as does the range of services (things like socially responsible investing or access to financial advisors) and low - cost options for all types of investors.

With Personal Capital, you have two options to choose from: You can either sign up for their free service in order to gain access to a number of wealth management tools for no out - of - pocket expense, or you can sign up for their paid service which includes access to a personal financial advisor.

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.

Here's a few I own: Fidelity Global 2.47 % Trimark Fund A 2.73 % Trimark Canadian Fund A 2.73 % Trimark Cdn Bond Fund 2.73 % Fidelity True North Fund 2.45 % I think these numbers are in line with funds accessible through financial advisors, and if there's a difference I would say it is not in favour of Sun Life.

The majority of financial advisors state similar number, which is also called the holy grail of the retirement analysis: the 4 % sustainable withdrawal rate.

At the top of yahoo, google, bing and youtube this Canadian website is a favorite of Canadian financial consumers and respected and revered by growing number of investment and financial advisors.

MJ — I've made this comment before here, but I am skeptical of the Dalbar study — nobody seems to know any of the details of the research they did and since they seem to be sponsored by some sort of financial advisor group then the numbers are quite biased in my opinion.

The result supports what the financial advisors have long said about the TFSA: that a large number of people still don't fully understand what they are or how to use it.

While it's unlikely that robo advisors will replace traditional financial planning completely, there are plenty of robo advisors that offer hybrid services that are attractive to a number of investors.

We believe that our due diligence review can be completed with minimal disruption, requiring only limited access to a small number of senior executives of Take - Two and its legal, accounting and financial advisors.

He has also acted as financial advisor to a number of not for profit organisations around financial management and governance.

Elefant, however, has a number of questions about who really wins when attorneys work with non-attorneys such as financial advisors and accountants.

As such, the planning process for those who can afford it involves a number of different advisors, from insurance agents and financial planners to lawyers.

John is currently advising and acting on behalf of the claimants in a number of professional negligence cases including: a farmer in a case against an architect arising from the collapse of a barn roof; a SME in a case against a barrister and a solicitor arising from the misconduct of litigation against two separate finance companies in related disputes; a trustee in bankruptcy in a case against a solicitor arising from the misconduct of litigation against a financial advisor; and another trustee in bankruptcy in a case against a solicitor arising from the misconduct of a commercial property transaction.

«Given the vast number of products that exist, speak with a financial advisor or agent who specializes in long - term care to better understand and navigate all the options.»

The names and phone numbers of family members, financial advisors, accountants, attorneys, and doctors.

Best for: A detailed comparison of current financial information against projected retirement saving numbers Schwab's Q&A - style; format is less calculator and more financial advisor.

A financial planner with a handful of experience or a certified investment advisor can help you in planning out your insurance portfolio and figure out the exact plan and numbers.

Rich Morrow is an Enterprise advisor and trainer including the Fortune 500 across a number of industries including financial services, telecom and...

Shidan is an investor in and advisor to a number of financial technology and blockchain startups.

Growth in field is mainly attributed to the aging population; as «large numbers of baby boomers approach retirement, they will seek planning advice from personal financial advisors» (San Diego Union Tribune).

Known for providing seamless financial aid advice to eligible students, resulting in a high number of successful applications, I hold a solid track record of prolifically working as a financial aid advisor, representing the best organizations in the state.

... Executive Assistant to work directly with one of our Financial Advisors and will be responsible for performing a number of administrative duties.

Captec considered a number of options, including going private, but as early as January it hired UBS Warburg LLC as its financial advisor in connection with a possible sale.

Keep in mind that some foreign exchange specialists work with a number of local financial advisors who can make sure clients know the country's taxes and charges involved when buying property.