Sentences with phrase «offered by advisors»

Tax - Optimized Indexing is a service traditionally offered by advisors for clients with at least $ 5 million in assets.

Not exact matches

Opinions and assertions about the condition of the US labor force are also offered by financial market participants, advisors, economists, and academics.

As an advisor, I routinely help my clients by educating them about the complex world of finance — offering strategies to reach their goals, while navigating potential challenges and obstacles.

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.

Links to other websites or electronic media controlled or offered by Third - Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users.

Financial Engines is called the original robo advisor by some, and there are various levels of service offered to plan participants.

CMIT Solutions takes care of tech support by offering strategic advice, technological expertise and the kind of insight and partnership you can only get from a trusted advisor.

Wealth Advisor Solutions ® 4 Enables your Fidelity advisor to offer you access to specialized investment services from our network of independent registered investment advisors; minimums and fees vary by advisor and strategy

He is also the author of several IGOPP policy papers, which offer new perspectives on a range of controversial issues including: Dual - class voting shares, Corporate Citizenship, The place of women on boards of directors, Say - on - Pay by shareholders, The Gordian knot of executive compensation, The Troubling Case of Proxy Advisors, among others.

Edelman, who said he was launching a marketing services offering for advisors later this year, answered moderator Barthel's question about succession planning by saying «we have a very formalized» plan, before turning to the issue of partnerships.

This offer does not apply to brokerage accounts managed by independent investment advisors or enrolled in an advisory service, the Schwab Global Account ™, ERISA - covered retirement plans, certain tax - qualified retirement plans and accounts, or education savings accounts.

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by PNC Capital Advisors, LLC.

Fixed Insurance and Annuity product guarantees are subject to the claims ‐ paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

The advisory services offered herein are provided by VAI, a federally registered investment advisor.

Safe Harbor Financial Advisors exclusively offers Fee - Only, hourly financial planning services by a highly qualified CFP ® certificant.

The financial plan is more detailed than plans offered up by the robo - advisors because Personal Capital's advisors examine your entire financial situation.

KICKICO is an online blockchain - based crowdfunding platform that allows its users (projects authors, advisors, translators, announcers...) to collect funds through the blockchain - based tools offered by the platform, as well as smart contracts.

«Our path ahead is to offer goals - based advice, supported by our Chief Investment Office, and delivered by highly - trained teams of professional advisors,» Merrill said in its statement.

Former midfielder McAteer believes that Sterling is doing the Reds a «disservice» after being «misguided» by his advisors after turning down the contract offer.

However, the Mirror have also reported that his advisors are trying to force through a move to Paris Saint - Germain, as the Ligue 1 outfit are prepared to beat any offer made by Arsenal and match his # 120,000 per - week Stamford Bridge wages.

The allegations raise more questions about how closely Coulson was scrutinised by Cameron and his team before he was offered the role as one of the future prime minister's most senior advisors and whether he was subjected to the appropriate checks.

Then, my experience in community pharmacy trained me to keep a careful watch on finances, although I can rely on the considerable expertise offered by both the university and external advisors.

The Hot Topic: What We Can Do About Global Warming By Gabrielle Walker and Sir David King (Harcourt) In The Hot Topic, former science advisor to the British government Sir David King teams up with veteran science writer Gabrielle Walker to offer perhaps the most thoughtful and scientifically rigorous work to date on how we got the Earth into this fix, and how we can help get it out.

The site goes beyond the traditional blog that is available on other dating sites to offer articles by top relationship experts, surveys and the opportunity to interact with dating advisors.

Designed by the DFP in collaboration with CNEX, the DFP invites international advisors offers workshops designed to nurture documentary storytelling and encourage the diverse exchange of ideas.

Executive produced by Colbert and «Late Show» showrunner Chris Licht, «Our Cartoon President» will «follow the tru - ish misadventures of the 45th President of the United States, Donald J. Trump, and his merry band of advisors and family members» and offer an «all - access look at a typical day in the life of the President of the United States,» according to Showtime.

Another nonprofit organization that offers fellowships is America Achieves, founded in September 2010 in New York City by a group that includes Jon Schnur, who has been an advisor to President Obama and Secretary of Education Arne Duncan.

Our school offers a variety of supportive services, chief among them the in - depth guidance provided by IHSCA advisors and educators.

OnStar services, including Turn - by - Turn Navigation, offer advisor and system interaction in English, Spanish and French.

The Dedicated Portfolios Program is a co-sponsored and co-advised discretionary investment advisory program offered by E * TRADE Capital Management and Lockwood Advisors, Inc (Lockwood).

As reported by numerous sources, BMO InvestorLine will be entering the space in 2016 with its new robo - advisor offering, which will add to a number of existing players, including Questrade's Portfolio IQ, which has already been on the market for some time.

As we reported earlier this year, the U.S. has already plunged head - first into the world of robo - advisors (portfolio suggestions offered by automated algorithms usually at lower cost than human advisors) with Charles Schwab having attracted billions of dollars in new business as a result of launching its robo - advisor service, Schwab Intelligent Portfolios, which adds to the existing mix of dozens of other robo - advisor services south of the border.

In contrast, if this same investor were to go to a traditional advisor who charges a separate fee (let's say 1 %), that fee would be entirely deductible (whether or not additional services were provided as part of the advisor's offering or not) since the CRA doesn't trouble itself with the granularity of the services offered (or not) by traditional advisors.

Fidelity has also recently launched a robo - advisor service and will begin by offering the program to existing customers to test out the service before releasing it nationally.

Specifically, advisors and plan sponsors should consider evaluating what changes are required to the Investment Policy Statement (IPS) whenever making changes to the nature of services or investment vehicles that will be used by a plan sponsor or offered to participants.

Robo - advisors, for example, have managed to gain a foothold in the wealth management space largely by offering a much more thoughtful user experience when it comes to managing a portfolio.

There are many services offered by the world's premier robo advisors, notably portfolio rebalancing.

While the details aren't clear, Vanguard has announced that it will make its first foray into Canada by offering products through fee - based advisors only.

So start by interviewing at least three advisors to see what they have to offer and to ensure they have what you are looking for.

It uses the same robo advisor technology to optimize your investment returns while working within the investment offered by your company's retirement plan.

In addition, while an investor trading these ETFs might incur some commission, spread and premium / discount costs, he / she would not have to pay a recurring advisory fee of about 1 % (or be forced to switch advisors) to gain benefits similar to those offered by DFA funds.

Typically, a higher - cost program offers, the more opportunity for involvement from an advisor over the phone or by email.

Fixed Insurance and Annuity product guarantees are subject to the claims ‐ paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may include, or be derived from, account information provided by your financial advisor which can not be verified by Morningstar, (3) may not be copied or redistributed, (4) do not constitute investment advice offered by Morningstar, (5) are provided solely for information purposes and therefore are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete, or accurate.

The advisor defrauded some 100 clients by persuading them to invest more than $ 71 million in 16 private funds offered by his two investment advisory companies, the SEC claims.

IMO, investment advisors at TD should not be obligated to openly offer customers e-series funds but if specifically requested by the customer they should at least know the process / products and provide the proper forms to complete to get started.

Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors.

Robo - advisors have already advanced on the territory of traditional portfolio management by offering online, low - fee services that focus on ETFs portfolios.

WealthBar will also offer retirement planning advice to employees participating in the group RRSP by connecting them to a dedicated financial advisor.

Products offered by Ally Invest, but not limited to, Ally Invest Advisors, Ally Invest Securities, Ally Invest Forex, and Ally Invest Futures are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE.