Sentences with phrase «of advisory services at»

There is no single solution to a rate increase that's right for everybody, says Kevin Driscoll, vice president of advisory services at Navy Federal Financial Group in Vienna, Virginia.
«Once tax cuts kick in, we should see GDP growth north of 3 percent easily,» said Massud Ghaussy, senior director of advisory services at Nasdaq Advisory Solutions.

Not exact matches

Daniel Miessler, advisory services director at the cybersecurity firm IOActive, has a recommendation that «would cost infinitely less than the dumpster fire of products we constantly purchase and deploy for millions of dollars a year,» as he writes on his personal blog: simply hire a couple of people to maintain a catalog.
Stephens serves on an advisory board to the Mays Business School at Texas A&M University, is on the boards of the United Way of Dallas and Catholic Charities of Dallas and has also served on the boards of numerous educational and social service organizations.
For Joel Espelien, a senior analyst at research and advisory firm The Diffusion Group, the problem with most smart home products isn't the category, but the value of the service they provide.
As a Partner and Regional Business Tax Services Leader at EY, Belinda Pestana works with leadership on strategy for tax advisory and planning, and is the Global Tax Account Leader on one of the firm's largest clients, managing $ 50 million plus of tax revenue.
The report from proxy advisory group Institutional Shareholder Services (ISS), called «Gender Diversity on Boards: a Review of Global Trends,» shows that the number of females among new board nominees at the largest U.S. companies has been steadily climbing in recent years.
The survey was conducted by compensation specialists at J. Thelander Consulting in partnership with the Corporate Venture & Innovation Initiative (CVI ²), a consortium of thought leading advisory service firms, dedicated to serving the corporate venturing and innovation industry.
«He has mobilized a talented advisory team of experts and innovators at EFH that has created opportunities for women entrepreneurs to contribute with valuable products and services
«We're delighted to partner with the RIC Centre on their VentureStart program, as it will complement the work that we are already doing through our educational programs and advisory services,» said Keri Damen, Director of Entrepreneurship Education at MaRS.
«You need to have the discussion now, while you have options,» says John Sweeney, executive vice president of planning and advisory services at Fidelity Investments.
Best FX Derivatives Provider Goldman Sachs Goldman Sachs commands a premium for its FX derivatives by bundling them with advisory services, state - of - the - art risk management tools and a willingness, when its FX desk sees an opportunity, to put its own balance sheet at risk for clients who lack liquidity.
RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.
«In retirement, the key is to make sure your burn is less than your earn,» says John Sweeney, executive vice president of planning and advisory services at Fidelity.
In the public market, CIT, which provides financing and advisory services to small businesses and middle - market companies, sold $ 1 billion of senior unsecured notes due 2019 at an interest rate of 3.875 %.
- «Programming, advisory services, technical assistance, training and capacity development: carrying out catalytic, targeted and multisectoral programming; providing advisory services worldwide for the effective implementation of the commitments and norms adopted at the global level in the area of gender...» [6]
RiceBran Technologies (NASDAQ: RIBT and RIBTW)(the «Company»), a global leader in the production and marketing of value added products derived from rice bran, today announced that Institutional Shareholder Services Inc. («ISS»), the nation's leading independent proxy advisory firm, has issued a report recommending that RiceBran Technologies shareholders vote on the WHITE proxy card «FOR» the election of ALL the Company's director nominees — W. John Short, Marco V. Galante, David Goldman, Baruch Halpern, Henk W. Hoogenkamp, Robert C. Schweitzer and Peter A. Woog — at RiceBran Technologies» Annual Meeting of Shareholders (the «Annual Meeting») on June 22, 2016.
I received a media advisory yesterday from my friends at School Food FOCUS indicating that Chicago Public Schools and its food service provider Chartwells will announce today a first - of - its - kind initiative to serve only * chicken raised without antibiotics to the city's K - 12 students.
The Commission of our Union, together with all the other organs, be they policy or advisory, deserve our commendation for the dedication and professionalism with which they have mobilised the facilities placed at our disposal throughout the period of the 28th Ordinary Session of the Assembly, including the working documents and the transportation, interpretation and protocol services.
Gregory May, commissioner of the county TLC, the department regulating for - hire vehicles, spoke at a meeting of the commission's advisory board dominated by discussion of pending statewide authorization of services such as Uber and Lyft.
«It takes a lot of money to keep an ideology alive,» adds Graham Dillon, who heads the financial - crime advisory service at the London branch of the accounting firm KPMG.
David's strengths in effective client liaison, project management and internet technologies have been essential ingredients in our firm's provision of advisory and analysis services to senior management at large corporations and smaller young companies seeking to create competitive advantage from technology.
Attend class at a magical academy and woo a cast of PwC Canada provides industry - focused assurance, advisory and tax services to public, private and government clients in all markets.
«Beyond his years of service directly to the profession, he has kept the perspective of libraries and their users vital through key advisory roles in the development of the National Library of Education and the new ERIC database,» said award committee Chair Paula McMillen, social science reference librarian and associate professor at Oregon State University.
Jason Taylor, vice president for advisory services at The Scion Group LLC, says «having the backing of the state university system could tip the balance among debt capacity, student demand, and operational control to make it work, but whether the arrangement successfully delivers on its ambitious goals will be heavily scrutinized by the higher education, real estate development and investment communities in the coming years.»
Special advisory and technical experts and consultants appointed pursuant to this subsection shall, while performing their functions under this section, be entitled to receive compensation at rates fixed by the Secretary, but not exceeding the daily pay rate, for a person employed as a GS - 18 under section 5332 of title 45, United States Code, including traveltime, and while serving away from their homes or regular places of business they may be allowed travel expenses, including per diem in lieu of subsistence, as authorized by section 5703 of such title 5 for persons in the Government service employed intermittently.
You can read a collection of Amazon customer service advisories on power / battery issues, at http://kindleworld.blogspot.com/2009/03/to-sleep-or-not-to-sleep-to-turn-off-or.html
ML Wealth does not participate, at this time, in wrap fee programs, which are arrangements between broker - dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a «bundled» form.
For at least the first two years following the launch of the ProShares Morningstar Alternatives Solution, all investment advisory and management service fees will be waived.1
1 Until at least October 31, 2016, ProShare Advisors will waive all of its investment advisory and management service fees.
«The tax system is supportive of giving money to a charity,» says Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group in Toronto.
For those who want access to the hand - holding and guidance of a traditional brokerage firm at the low cost of an online platform, MerrillEdge also offers guided investing services and one - on - one advisory services as well.
As part of our advisory service, however, we conduct a more comprehensive analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital portfolios, as well as the correct tax wrapper for their situation.
And new assets kept flowing into Charles Schwab's asset management business in 2014 as well: At the end of the first quarter, the financial services company reported total assets under an advisory relationship of $ 1.13 trillion.
«People need a way of structuring their passions,» says Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group.
About 7 of 10 of households say they are at least somewhat likely to use a robo - advisory service in the future.
Before joining Mauldin Economics, Patrick was the managing editor at All Star Fund Trader, an award - winning advisory service near the top of Hulbert Financial Digest ratings for eight years.
At WealthTrust advisory we offer you the best in class advisory services with our unique blend of data analytics and human intelligence.
«That's, by far, the most significant issue that causes Canadians to pause and think hard about whether they want to go through that pain,» said Paul Battista, advisory leader of Canadian Financial Services at EY, the consultancy agency formerly known as Ernst & Young.
Information pertaining to SoFi Wealth's advisory operations, services, and fees is set forth in SoFi Wealth's current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.
Michael R. Miley, CRPC at Ameriprise Financial Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) Services, provides a full range of comprehensive financial planning services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) services, investment advisory, estate planning and wealth management, group benefits and specializing in retirement planning, income and benefit needs 180 Good Drive Suite # 1, Lancaster, PA 17603 (717) 392-3605
The advisory service aims at higher net worth clients, with an account minimum of $ 100,000, and offers access to human advisors as well as to its digital asset management advice.
Information pertaining to IFA's advisory operations, services, and fees is set forth in IFAs» current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.
On May 25, 2010, Lawndale sent PFIN's Board a letter (a copy of which is attached at Exhibit B hereto, and incorporated by reference to this filing) informing them of Lawndale's intent to vote 272,812 shares, equal to 7.5 % of eligible shares to «WITHOLD authority for ALL NOMINEES» on Proposal 1, Election of Directors, at PFIN's annual meeting scheduled for June 3 2010 and noting independent proxy advisory services, Proxy Governance and RiskMetrics also recommended voting to «WITHHOLD ALL» and WITHHOLD Dubofsky», respectively.
Brian Riley, director of the credit advisory service at Mercator Advisory Group, noted that for some cards you must spend as much as $ 10,000 to earn $ 100 in reward points.
My position on the advisory board of Aira has given me the opportunity to speak at the most recent NFB convention, take part in the AT&T Experience More campaign, and contribute to the expansion of Aira's services.
«We are in a booming period for credit card rewards at the moment,» says Alex Johnson, director of Mercator Advisory Group's credit advisory service.
«Christy's important role leading the legacies of Robert Rauschenberg, Philip Johnson and David Whitney is analogous to the long - term relationships that are the focus of the advisory work that we built at Art Agency, Partners and are expanding through Sotheby's,» commented Allan Schwartzman, Chairman of Sotheby's Fine Art Division and head of Art Agency, Partners» Advisory services.
To avoid conflicts of interest, advisory services are offered at an hourly rate.
Financial experts at First Climate provide strategic and conceptual advisory services on the topic of climate finance, including:
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