Sentences with phrase «of a financial advisor with»

Objective: Seeking the position of financial advisor with James & Co..

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In an interview with CNBC, former Trump campaign advisor Michael Caputo described the financial strain of being a witness in the House Intelligence Committee's investigation.

About 90 percent of North Korea's trade is with China, and Chinese junket operators are well equipped to use the formal banking sector and informal financial networks created by the Chinese traders and small businessmen who've crisscrossed the world for 1,000 years, says Andrew Klebanow, a senior partner at Global Market Advisors LLC in Las Vegas.

«I had some clients whose retirements were saved because of [variable annuity] contracts they purchased before the financial crisis,» said Marc Ruiz, a financial advisor with Oak Partners and a registered rep with SII Investments.

«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.»

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Carson suggests working with an advisor who can use software to run Social Security projections and help assess the best claiming strategies within the larger context of your financial picture, goals and objectives.

Keller of the Certified Financial Planner Board of Standards expects the department will relax some of the disclosure requirements and modify the rules about communications between advisors and prospective clients and likely give firms more time to comply with the rule.

Is a quarterly face - to - face meeting enough for your financial needs, or do you need a higher level of service, with more frequent advisor interaction?

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

With a majority of wealth managers offering seemingly similar services, it is likely that when the forever - skeptical Gen Xers look at the wealth advisor space, they don't immediately see what differentiates one financial professional from another.

Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients.

Weissbluth is the founder and CEO of HighTower, a firm of fiduciary advisors with an open - source platform of various industry - leading financial products and solutions.

Ideally, you'll pre-identify your inner circle (perhaps with your attorney, banker, accountant, bookkeeper, financial advisor) and then be able to choose which, if any, of the other inputs are useful to you.

The deduction doesn't have to be for an entire room, if that section of a room is not used for personal purposes, says Cynthia Turoski, a certified financial planner and certified public accountant with Bonadio Wealth Advisors in Albany, N.Y.

Before you broach the subject with your loved ones, financial advisor Denise Gott, of LTC Financial Partners, offers some important questions to financial advisor Denise Gott, of LTC Financial Partners, offers some important questions to Financial Partners, offers some important questions to consider:

CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice.

In fact, research from StrategyMarketing.ca found that 87 % of women were unable to find a financial advisor they can connect with, and 80 % of those whose husbands pass away change their advisor within a year.

The Department of Labor passed a new rule earlier this year requiring that financial advisors who work with clients on retirement plans abide by a fiduciary standard.

Financial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said PreFinancial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said Prefinancial advisor, accountant and attorney — should all have copies of your estate documents, said Prendergast.

For instance, entrepreneurs with service businesses — including doctors, lawyers and financial advisors — may not be able to take advantage of the deduction if their income is too high.

Michael Kitces, a certified financial planner and a founder of the new XY Planning Network, said the group has struck a deal with Betterment Institutional to bring the latter's technology to its roughly 75 advisors.

Very near - term we see the risk of consolidation, with some of the tactical indicators extended (such as the bull / bear ratio for financial advisors, while net corporate buying is low) and we expect the Fed to start tapering in January.

Financial advisor and evangelical Christian Dave Ramsey probably wasn't expecting this much pushback when he shared a piece contrasting the habits of the rich with those of the poor.

Many of us work with financial advisors and stockbrokers on retirement savings, and there is a big difference between the two that retirement savers should know about.

Hiring the right financial advisor can be a very daunting task, with a sea of titles and acronyms out there and many advisors clouding the water with clever marketing.

But millions of Americans also work with financial advisors and stockbrokers on retirement savings, and there is a big difference between the two that retirement savers should know about.

I know the point of working with a financial advisor is to have them help you with all of the difficult and complex decisions involved with retirement planning, but if you're not careful, that could potentially cost you hundreds of thousands of dollars.

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If you need a comprehensive financial plan or want help coping with a market meltdown, you're likely to want to turn to a trusted human advisor with high levels of financial expertise but also human qualities like communication skills and empathy.

While it's always recommended that families meet with a financial advisor to decide what level of life insurance protection would benefit them the most, a supplemental policy could act as a financial safety net, providing much needed normalcy during a very difficult time.

This last goal lends itself well to explaining the value of working with a fee - only financial advisor.

Eight months ago, in a February interview with AdvisorOne, legendary money manager Robert Rodriguez, CEO of First Pacific Advisors, warned that if Congress failed to seriously address the country's fiscal issues within seven months, financial markets would be hit hard.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

The absence of any outside compensation frees up the financial advisor to truly be a fiduciary, dispensing the trust financial advice with only the client's best interest in mind.

Cumberland Advisors along with the Global Interdependence Center and the University of South Florida Sarasota - Manatee held their Second Annual Financial Literacy Day event in Sarasota, Florida on April 5th, 2018.

You should be aware of all the risks associated with foreign exchange trading and seek advice from an independent financial advisor if you have any doubts.

The second suit was filed June 8 by the American Council of Life Insurers (ACLI) along with the National Association of Insurance and Financial Advisors (NAIFA), and the third suit was filed on June 9 by the Indexed Annuity Leadership Council.

It's similar to the idea of encouraging people to do their own taxes before they get too unwieldy so at least you have a basic understanding of investments and your money and can have more fruitful discussions with your financial advisor.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's moneOf America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's moneof assets under management for financial advisors to actively manage their client's money.

If there are cumulative quantity discount eligible shares that would qualify for combining with your current purchase and you do not tell your financial advisor or the Franklin Templeton Funds» transfer agent at the time of any purchase, you may not receive the benefit of a reduced sales charge that might otherwise be available since your financial advisor and the Fund generally will not have that information.

In this role, he is charged with increasing TDAI's participation and voice in the financial services industry, and identifying key issues of importance to TDAI and their advisor clients.

If you have not designated a financial advisor associated with your Franklin Templeton Fund shares, it is your responsibility to specifically identify any cumulative quantity discount eligible shares to the Fund's transfer agent at the time of any purchase.

Cetera Financial Group says it has hired more executives and updated its platforms in order to helps its advisors sell and service retirement plans in accordance with the expected new Department of Labor fiduciary standard.

I've gotten to know some of Personal Capital's financial advisors and I've also sat in on various important meetings with the CEO, CPO, COO, and CMO to get a better understanding of the products and their desired messaging.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

Most of you won't get to sit down with a PC financial advisor face - to - face unless you live in San Francisco or Denver, so having Facetime up and a live powerpoint presentation is really helpful.

With years of experience serving business owners and ultra-high net worth families, Atlas advisors address every aspect of complex financial situations, including intergenerational wealth transfer, philanthropy, real estate, concentrated stock, business ownership, retirement plan design, and more.