Sentences with phrase «of our advisors over»

If you prefer, you can speak to one of our advisors over the telephone.

Not exact matches

Kennedy saw the online dating industry grow and change over the past few years as general counsel and then deputy CEO of Badoo and then as an advisor and member of Bumble's board.

As I have repeatedly said over the years, I do not believe that the overwhelming majority of advisors - be they wirehouse, hybrid, independent or RIA - have gotten into this business because they want to work against their clients.

• RCP Advisors, a Chicago - based firm, raised over $ 284 million for its latest fund out of a $ 400 million target, according to an SEC filing.

Besides figuring out whether a family member can take over the company's operations, succession advisors say clans must also come up with a consensus about a transfer of ownership, as well as implement a plan that allows the founder to extract their equity from the firm.

Last week chief White House economic advisor Gary Cohn resigned after a heated dispute over Trump's announcement of steep steel and aluminum tariffs, a move Cohn opposed.

So now is as good an occasion as any to get into one of the tried and true investment axioms, a tool that do - it - yourselfers and advisor - assisted investors can practice over and over again until it becomes second nature.

Over the objections of economists, trade advisors, and foreign governments, President Herbert Hoover signed the bill into law.

Stephen Wunker, managing director of New Markets Advisors, says that for corporations that must devote their energies to day - to - day operations and quarterly earnings, incubators offer forays into fuzzy, long - term prospects that can come into focus over time.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

Bordainick and his legal advisors are being ultra-careful to be sure that as they push the boundaries of crowdfunding, they don't step over the boundaries of what is legal and what is illegal.

In those, the advisor backs into a price that will offer a financial buyer the prospect of earning a fat return on investment of at least 20 % over the ensuing years.

Households that spend $ 50,000 at age 65 tend to see a decline by about 15 percent over the next 15 years and 20 percent by age 85, according to Jonathan Guyton, a certified financial planner and principal at Cornerstone Wealth Advisors, in an article in the Journal of Financial Planning.

John Bolton, President Donald Trump's third national security advisor in just over a year, started his new job Monday and already he has his plate full of crises and global tensions to deal with.

Before joining private equity firm Capital Advisors as an executive vice president, she had worked at a couple of tech companies — including as CFO of General Magic, a spin - off from Apple (AAPL) that closed in 2002 — and in all of those positions her job was to obsess over quarterly results, meeting demands of investors.

At the moment, control over National Amusements is scheduled to pass to a trust whenever Sumner Redstone dies — a trust whose board consists of Shari Redstone, her son, Viacom CEO Dauman and a number of legal advisors appointed by Redstone.

According to estimates from Cairn Energy Research Advisors, Tesla could ship a little over 400,000 of its Model 3 cars by the end of 2020.

With growing tensions over security - clearance status, Trump's national security advisor and chief of staff may quit soon.

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

In August, the investment firm Richard Bernstein Advisors compared the performance of the average investor — based on the monthly flows of money in and out of mutual funds — against a variety of stock indexes, commodities and other asset classes over a 20 - year period ending Dec. 31, 2013.

After over a month of volatility, spurred first by interest rate spikes and later by the resignation of Trump economic advisor Gary Cohn, the news came as a much - needed turn for Cramer.

These annuity illustrations are used by financial advisors because they help show on paper what kind of returns a particular annuity might offer over the long haul.

This group actually holds a majority of the power over robo advisors because the majority of global AUM is in the hands of this small share of the population.

You'll be able to choose from a pool of advisors with vastly diverse areas of expertise (from Customer Development to Lean Startup in the Enterprise) and receive access to three 25 - minute calls with three different advisors over the next 6 months at a time that works for you.

Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content.

Reading more of the ICI findings, it is fairly apparent why the rule seeks to over-regulate annuity advisors who are subject to the rules - based and highly regulated suitability standard while under - regulating fee - only advisors by holding them to a subjective, principles based fiduciary standard: to pander to the employer - sponsored plan providers and keep money from rolling over.

«We're confident our current suite of liquid alternative mutual funds combined with the non-traded products we'll be launching over the next few months will offer independent advisors one of the industry's strongest and most robust product lineups.»

Marko has been a member of the board in a growth company for over 15 years, and now acts as an advisor for the board of the American BetterDoctor and as a member of the board of the Hongkongese MyGamez.

The standard advice from financial advisors to 20 - somethings is to invest as much as they can in stocks — regardless of periodic market swings, however wild, like those seen over the past few days — and watch long - term compounding do its magic for the next 40 - plus years.

The wealth, brokerage and retirement unit includes 15,170 financial advisors as of June 30, an increase over the 15,134 financial advisors reported as of March 31.

Investors with under $ 500,000 invested work with members of the Vanguard team, and with over $ 500,000 you can work with a dedicated advisor.

«There has been a shift over time in the role of the advisors and also in the fees paid to advisors,» Weir said.

Andy Waldock, owner of the brokerage firm Commodity & Derivative Advisors and the subscription service COTSignals.com, is a third generation commodity trader with over 25 years of experience on all of the main U.S. exchanges.

Advisors» roles have «evolved enormously over the past eight years,» he said, from more of a broker to a fiduciary.

Even closer to home for advisors is the class action lawsuit brought employees of CheckSmart who are charging that CheckSmart and Cetera Advisor Networks, as co-fiduciaries, allowed «grossly excessive» fees in a 401 (k) plan whose investments performed poorly over a period of six years.

A recent Fidelity poll of financial advisors found that their biggest worry right now is rising interest rates over all else.

There is also an internal SCL email chain regarding a political targeting project that also appears to involve the Kogan modeled Facebook data, which is referred to as the «Bolton project» (which seems to refer to work done for the now US national security advisor, John Bolton)-- with some back and forth over concerns about delays and problems with data matching in some of the US states and overall data quality.

Unless you want to pay literally hundreds of thousands of dollars to a financial advisor over your investing career, you're going to want to learn this stuff eventually.

Charlie has over 20 years of experience as a trusted advisor in proxy contests and M&A to both corporate issuers as well as shareholders, most recently as Managing Director of MacKenzie Partners.

Insurance companies will be tweaking their agent and advisor commission structures over the next 12 months to comply with a new fiduciary rule issued by the Department of Labor.

One of the original founders of NextGen, 34 - year - old Michael Kitces, partner and director of research at Pinnacle Advisory Group in Columbia, Md., and publisher of The Kitces Report and the blog Nerd's Eye View, says that over the next year or so, advisors will continue to struggle with the «really difficult market environment.»

As I have repeatedly said over the years, I do not believe that the overwhelming majority of advisors — be they wirehouse, hybrid, independent or RIA — have gotten into this business because they want to work against their clients.

The Raymond James advisor says the debate over the memo clouds the issue of investor advice.

In addition to a lack of alternatives, the U.S. stock market is strong because it has remained relatively stable over the past few years, which encourages investors to stick around, says Tim Courtney, CIO of Exencial Wealth Advisors in Oklahoma City.

The ultimate goal of CMIT local owners is not just to win business but keep it over years, even decades, by becoming trusted technology advisors to business clients.

Kitces says he worries that advisors are in danger of experiencing what he calls the «three strikes and you're out» risk, which is the real possibility that «if clients have to go through a third bear market in just over a decade, advisors are going to start losing clients.»

His other professional acknowledgments include: Institute for Management Studies — Lifetime Achievement Award (one of only two ever awarded), American Management Association - 50 great thinkers and leaders who have influenced the field of management over the past 80 years, BusinessWeek — 50 great leaders in America, Wall Street Journal — top ten executive educators, Forbes — five most - respected executive coaches, Leadership Excellence — top five thinkers on leadership, Economic Times (India)-- top CEO coaches of America, Economist (UK)-- most credible executive advisors in the new era of business, National Academy of Human Resources — Fellow of the Academy (America's top HR award), World HRD Congress — 2011 global leader in HR thinking, Fast Company — America's preeminent executive coach, and Leader to Leader Institute — 2010 Leader of the Future Award.

«Retirees should always prioritize their needs over their children's,» says Mark Hebner, founder and president of Index Fund Advisors in Irvine, Calif..

Their primary sales advantage over other financial products was higher advisor compensation, and these types of compensation differentials will be easy pickings for class - action suits.

I've also had family members who have gotten screwed by financial advisors who promised returns of over 30 % per year.