Sentences with phrase «of advisers matches»

Not exact matches

We think wealth management firms and advisor should look for technology that puts power back in the hands of advisers by providing insights that robos and self - directed traders can't match.

This new technology will put power back in the hands of advisers by providing insights that robo advisers and self - directed platforms can't match.

The Balls approach always envisaged a commitment to remaining within the government's future spending totals — as Gordon Brown's main adviser in the 1990's, he had been the leading champion of matching government plans — but this was for much later in the parliament, once Tory economic credibility had been destroyed.

This allows parents and children to sit down with a relationship adviser and review the dating services huge database of potential matches.

Trump Education Adviser Wants «Robust Portfolio of Options» For K - 12 Students blogs.edweek.org/edweek/campaig… Trump's education adviser promotes private schools abcnews.go.com/Lifestyle/wire… Diversity Lags as Students Are Matched With City Schools nytimes.com/2017/03/08/nyr… Only -LSB-...]

These virtual advisers use computer programs to match you with a diversified portfolio of low - fee ETFs tailored to your time horizon and risk tolerance.

Twenty - five percent of employees miss out on this free money because they don't contribute enough to their retirement plan to get their employer's full matching contribution, according to Financial Engines, an independent investment adviser website.

Ideally, you want an adviser who can build a diversified portfolio by picking the best options available, even if that means mixing and matching mutual funds, ETFs and other investments from a variety of firms.

In both instances, these services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up service between the investment adviser and the trading desk at the broker - dealer, message services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.

For all that, lawyers, tax advisers, accountants and corporate officers will continue to demand their stated requirements in ways that match their own evolution rather than those of their suppliers, who do not always listen.

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