Sentences with phrase «of advisors who»

So the real story is that, even though industry sales are down in the independent broker - dealer community, the pie has been expanded significantly by a whole new group of advisors who are now selling non-listed REIT products, says Allan Swaringen, president and CEO of JLL Income Property Trust, a daily valued, non-listed REIT.

«When I was a kid, I used to have this fantasy that I had a board of advisors who used to give me life advice.

I love it when job seekers, resume clients or executive search candidates, have assembled a group of advisors who give them good advice.

They aren't the sort of advisors who help you to get rich, but they can offer protection and peace of mind to ensure that you'll be able to keep what you have.

I also think for people who are interested in the mastermind sort of concept where you have an informal group of advisors who help each other out, maybe 6 to 10 people.

The museum's deputy director of programs and chief curator, Scott Rothkopf, will lead a group of advisors who will work with the curators on the show.

Scott Rothkopf will lead a team of advisors who will work closely with the curators to help shape the exhibition.

Rothkopf is leading a team of advisors who are working closely with Lew and Locks to help shape the exhibition.

Call our customer services team on the number below to speak to one of our advisors who will help you with all of your holiday needs.

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.

According to this article in RIABiz, DFA accepts only 14 % of the advisors who approach them.

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.

Mawer has a team of advisors who can help you choose from Mawer's own short list of 12 diverse, low - cost, well - managed mutual funds, but you need to meet their $ 50,000 minimum investment threshold.

At the Small Investor Protection Association (SIPA), we have seen a danger to investors in placing their trust and savings with sales people instead of advisors who have a fiduciary responsibility to act in their client's interests.

Be mindful of those advisors who make money only when you buy or sell a fund or security.

Human touch is really important to us, so we have a team of advisors who can walk you through it all over the phone, if that's more appealing than doing it online.

If you're not familiar with Dimensional Fund Advisors, that's not surprising: the firm keeps a low profile, and its funds are offered only through a select group of advisors who must first undergo extensive training.

Being part of a community of advisors who are fully supportive of this investment philosophy, I can assure you there are a wide range of services and support available.

Just book an appointment discuss your options with one of our advisors who will be more than happy to help.

Today she is a member of the Lifetouch «Think Tank,» a group of advisors who preview and comment on yearbook products like covers and endsheets.

Variable annuities designed for sale in fee - only distribution channels have nearly doubled, putting more VAs into the hands of advisors who do not charge commissions...

We also have a large network of advisors who can offer strategic relationships and practical advice as needed.

Starbucks has established a set of advisors who will work alongside the company to provide their expertise to the design of the May 29 training, in conjunction with anti-bias training experts, in order to set the foundation for a longer - term Starbucks anti-bias, diversity, equity, and inclusion effort.

«There are thousands of advisors who typically have one or two 401 (k) plans,» explains James Smith, head of workplace strategy and business development at Morningstar.

And as I was writing that book, I had a trusted team of advisors who shared their feedback with me at every step of the editorial process.

Funds run by stock pickers would need to post at least a year of strong outperformance to rekindle the interest of advisors who are now more focused on costs, he said.

Get a seasoned investor on your board of advisors who can vet such offers and consult with an attorney before signing anything.

Be sure to surround yourself with an excellent team of advisors who can help you pinpoint a viable business - ownership opportunity.

The best kind of advisor is the type of advisor who is interested in becoming part of your dedicated team at some point.

So many investors now require the services of an advisor who has a keen understanding of managing the income phase of retirement.

It's a tough question to answer because you have to match the right type of advisor who has the right background and qualifications for a specific type of client and a specific type of financial planning need.

However, I would suggest you take the help of an advisor who will do the complete need anyalysis and will give exact sum assured you require

Not exact matches

Financial advisors say workers who are already close to retirement probably will witness fewer dramatic changes to the structure of Social Security and Medicare than younger workers like millennials.

The best advice I can give you is to try to make sure that you've got some board members and other advisors (not investors) who've actually run businesses to help take your side in some of the silliest of these arguments.

Cornell's emphasis on analytics appealed to Target's board as it looked for a new CEO, according to the director who oversaw the search, Roxanne Austin, head of Austin Investment Advisors, a private investment and consulting firm.

But he is sending his sister, Kim Yo Jong, who has been described as one of his most trusted advisors, as his representative, marking the first time any member of North Korea's ruling family has ventured below the DMZ since the Korean War.

A panel of three entrepreneurs discussed the relationship between purpose and profitability in greater depth: Pocket Sun, who, as founding partner of female - focused VC firm SoGal Ventures, has a purpose of «building an empire for millennial women to invest in startups»; Eileen Gittins, a serial entrepreneur who founded book self - publishing firm Blurb and now runs Bossygrl, a mobile app meant to introduce Gen Z girls to entrepreneurship by helping them launch micro-businesses; and Cathie Reid, co-founder and current digital advisor to Icon Group, an Australian cancer - care company with annual revenue of more than $ 1.5 billion.

«The opportunities for new discoveries in the field of deep learning are very exciting, and the applications are endless,» said Google engineering fellow Geoffrey Hinton, who will serve as Vector's chief scientific advisor, in a statement.

This is an extremely important point, and contrasts with the position of media pundits and investment advisors who consistently cite other data as a rationale for being in the market at all times.

Financial advisor Tom Balcom, founder of 1650 Wealth Management in Fort Lauderdale, Florida, said he has seen clients who take on their adult child's bills when the children lose their job.

I have interviewed numerous compensation committee members who are overwhelmed and intimidated by the glossy reports, the expertise of advisors, and the sheer complexity of how pay has morphed.

Advisors who strictly adhere to a code of ethics and client bill of rights have defined standards in place that they can share with clients.

«This might seem inter-intuitive,» admitted Busque, but by sharing her idea, she was able to find an advisor in CEO of Zipcar Scott Griffith, who helped raise money to fund TaskRabbit and allowed her to work out of Zipcar's office.

Do you have a team of employees, advisors and others who've «been there, done that» and won't be making it up as you go along?

The tariff talk out of Washington is not an escalation of a trade war, it is about correcting lopsided policies, said Larry Lindsey, who served a top economic advisor to President George W. Bush.

In my role as advisor to small businesses, I often hear first - hand the challenges and failures of retail store owners who fear the advantages of online and feel the exodus to Internet eCommerce, led by Amazon and Ebay.

This last point makes sense for some more than others, says Drew Nordlicht, partner and managing director of Hightower Advisors, San Diego, who advises high - net - worth business owners.

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.

Analysts are watching for any changes to come with Bolton as national security advisor and a new secretary of State, Mike Pompeo, who is awaiting Senate confirmation.

Each option has its own strengths and weaknesses from both a tax and an operating point of view, so make sure you have tax and legal advisors who can help you make the best choice.