Sentences with phrase «of advice for clients»

How easily is risk managed within this industry and what is your golden piece of advice for your clients?

What are your three pieces of advice for clients who want to commercially expand internationally?

My three pieces of advice for clients who aim for expanding internationally their enterprise are:

Not exact matches

Mark is a director at UK - based chartered accountants Horner Downey & Co., established forty years providing sound advice and value for money services to a wide range of clients.

Mark is a director at Horner Downey & Co., UK - based chartered accountants established forty years providing sound advice and value for money services to a wide range of clients.

A survey of 10,000 households that use financial advisors found that more than half of advisor clients (51 percent) thought the advice they received was either free or they didn't know how much they paid for it.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

Rose - Martel put out a report in January predicting Gildan would do well in the new era of tougher Chinese competition, and she made some money for the clients who followed her advice.

My one piece of advice is to truly understand the fear that accompanies spending of large sums, and know how to reduce that fear for your clients.»

The most important advice I give to my clients is to apply for a line of credit when they don't need it.

When I spoke with one handler from Zirtual (she is part of the Client Happiness Team), she had quite a bit of advice for me but didn't really seem too interested in handling my specific issues and complaints.

And listen to an important piece of advice from Tracy Wald, who has counted Microsoft as a client for the past 15 years, the last 10 during his tenure as chief financial officer with Leonhardt Fitch.

In a helpful recent HBR blog post she offered detailed, practical advice for professionals who are looking to regain some scheduling sanity drawn from both her own experiences and those of her clients.

DOJ said in its papers filed in the NAFA case that as the market for retirement investment advice has evolved in the last four decades, it has become rife with conflicts of interest costing clients billions of dollars.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

At City Capital, our Managing Directors work closely with our clients every step of the way, providing expert advice, tactical expertise, accurate market knowledge and skillful negotiating for every transaction.

The dedicated site includes a welcome video, new client promotions, advice for beginners, Pure Barre benefits and terminology, a calendar of educational events and more.

The Affordable Retirement Advice for Savers Act rolls back the Obama administration's fiduciary rule and amends federal law to require financial advisors to act in the best interests of their clients.

The now - endangered fiduciary rule is based on a simple — and seemingly unarguable — principle: that in giving advice to clients with retirement funds, stockbrokers, registered investment advisers and insurance agents must act in the best interests of their clients... It simply doesn't seem like a good business practice for Wall Street to tell its client - investors, «We put your interests second, after our firm's, but it's close.»

For example, the Department of Labor delayed the full implementation of the fiduciary rule, which would have required anyone who handles retirement assets or gives financial advice to retirement savers to work in their clients» best interest and to provide disclosure of conflicts, when they exist.

blooom's mission is to make «do - it - for - you» financial advice available, simple and affordable, regardless of the client's account size.

Founder of Online Marketing Coach, Mike is passionate about helping clients identify their best opportunities for online marketing success based on their strengths, his advice and industry trends.

With a total 125 planners in 42 offices serving 30,000 - plus clients, Edelman has long positioned itself as the Starbucks of financial planning: the firm's framework for providing investment advice is highly consistent and systematized.

«Today, I'm calling on the Department of Labor to update the rules that advisors» use for retirement advice, so that advisors «put the best interest of their clients above their own,» Obama said in comments at AARP's Washington headquarters.

For advisors holding themselves out as providers of fiduciary advice to plan participants, the DOL Rollover Opinion provides that they can not capture rollover assets from this client base.

One advisor this reporter spoke to in the room said his firm, which had not been charging clients for their cash holdings, now includes those assets in the total assets on which it levies its fees, based on the advice of the firm's outside attorney.

Under the new DOL rule, when a registered investment advisor («RIA») with an existing plan client offers rollover advice to the plan's participants, it would be customary for the RIA to earn a higher rate of compensation from the rollovers.

One of the most important pieces of advice we give clients at my office is to take responsibility for your own immigration case, even when you have hired representation by a lawyer or immigration consultant.

It's becoming easier and easier for clients to identify good sources of investment advice and research.

Josh Brown, CEO of Ritholtz Wealth Management and founder of TheReformedBroker.com discusses how his clients» need for advice has evolved with the ebb and flow of crypto's...

Assets and talent are slipping through the now - permeable membrane of the Financial - Industrial complex as pros and their clients wake up to the fact that investing advice should be paid for, not investing products.

Since 1997, Edward Jones Trust Company has helped thousands of clients preserve wealth for their families through personalized wealth management services grounded in a commitment to exceptional advice and service.

Citigroup Global Markets Limited, which is authorised by the Prudential Regulation Authority and regulated in the UK by the Financial Conduct Authority and the Prudential Regulation Authority in the United Kingdom, is acting for Shire and no one else in connection with the matters described in this announcement and shall not be responsible to anyone other than Shire for providing the protections afforded to clients of Citigroup Global Markets Limited, or for giving advice in connection with the matters described in this announcement or any matter referred to therein.

«By solving problems for his clients that mystify lawyers and accountants, he eschews asset management in favor of what he regards as the future of financial advice, which is precisely that — advice,» Simon - Kucher noted.

The purpose of the study is to show the size and nature of the UK's advice sector two years after the Retail Distribution Review (RDR) was implemented and commission - based sales were banned.The RDR had several aims — to improve the investment management service to clients, to increase the standards of professionalism for advisers, and to clarify the way advisers are paid for their services.

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.

What if — very soon, not in some distant, undefined future — you prepare for work by firing up a laptop in your home office, walking into a storefront you've opened, phoning a client who trusts you for helpful advice, or otherwise doing what you want instead of what someone tells you to do?

Many of our clients don't have a «back - up» person to call on for potty training advice, other than a babysitter, or nanny — who may, or may not be willing / capable of helping.

Through the years, many of our clients have asked for advice about detoxifying their bodies.

In this Special Edition, Audrey Ann of Live Snap Love explains how to shoot a session without getting flustered, Angelika Johns shares advice for posing clients, and much more!

Like me, he asks clients for advice that he can use to make our practice more successful, and he keeps track of the answers.

The best advice for these situations is to avoid excess consumption of alcohol; when you're trying to impress a client, nothing looks worse than slurring over your lunch and tripping over your napkin when you make a less than graceful exit from the table.

I spoke with Carolyn Birsky of Compass Maven for advice on stress relief in the office, and she told me, «As a career coach, I'm always advocating for ways that my busy clients can take a moment for themselves throughout the workday.

No, instead of searching for yet another diet, the coaching clients that JoLynn attracts have an inner knowing that there is A Reason that they aren't taking action with all of the diet & exercise advice they've already collected.

As a Health Coach, I listen carefully to the specific needs of my clients, and help them to navigate the world of contradictory nutrition advice to determine what changes are necessary for them.

Opinion is not a good basis for professional advice unless it's based on evidence from thousands of either client outcomes or a research study reviews.

2) I've spent the last year and half developing yoga programs for a variety of different kinds of clients so my advice is to always consult with a trained physical therapist for a full evaluation of your pelvic floor - especially if you have pain!

Kristofer Buckle, who is known for making his clients look stunning and flawless on red carpets and magazine spreads, shares inspiring advice for all of us.

She's there for her clients every step of the way with dating advice on everything from how to pick the right match to what to say on a date.

Every day, the dating consultants can see evidence of their good work as emails pour in from clients thanking them for their caring assistance and helpful advice.