Sentences with phrase «offered by investment»

One can easily be lost in the advice offered by investment gurus, blogs and books.

Benefits offered by investment banks typically include a discretionary bonus, life assurance, gym membership, a pension scheme with company contributions and private healthcare.

Securities offered by Investment Distributors, Inc. (IDI), the principal underwriter for registered products issued by PLICO, its affiliate.

An account offered by investment dealers whereby investors are charged an annual management fee based on the value of invested assets.

An account offered by Investment Dealers whereby investors are charged an annual management fee based on the value of invested assets.

These are often offered by investment brokerages or private banks to clients who already have investments with these companies.

Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed.

To help you work out whether the returns offered by the investment opportunity are reasonable, compare them to the expected returns of similar products.

Trevor has completed the Certified Investment Management Analyst (CIMA ®) designation, offered by the Investment Management Consultants Association, and has successfully completed level one of the Chartered Financial Analyst designation.

The trading brokerage strives to bridge the gap between retail clients and big institutional investors by offering investment solutions that were once only offered by investment banks and high net worth individuals.

Your plan provider is going to show you investments available, usually mutual funds offered by their investment company.

Wrap Program (Wrap): Program offered by an investment adviser that wraps several services together for a fee based on the size of the client's account.

For instance they might stick with plain savings accounts instead of looking into the potential returns offered by investments in the stock market.

Not exact matches

NBCU invested $ 200 million in Vox in 2015, one of a flurry of investments into digital companies by the Comcast (cmcsa) unit, which has put $ 400 million into BuzzFeed and most recently invested $ 500 million as part of Snap Inc's initial public offering last week.

You'll want to ask your adviser if they're allowed to sell investments outside of what their employer offers, Davidson says: «If the answer is no, chances are that you should decide not to limit your financial success by working with these advisers.

What you will find is that when an investor learns about that, they will discount their offer price for your business by the amount it would take them to make that same investment at the very least.

If you aren't happy with the investment choices offered by the new plan or the fees are high, you can move your 401 (k) into an IRA or Roth IRA.

Co-founded by Jon Stein in 2010, this startup is an online investment platform geared toward Millennials, offering financial advice for fees that can be less than $ 3 per month.

Those factors partly help explain why Exxon is now seen by Wall Street as a less - desirable investment than Chevron, which has several large oil and gas projects coming online by the end of the decade, offering far - stronger growth potential than Exxon.

The allure of commodities as an investment is enhanced by the portfolio protection they have historically offered against inflation.

Let's be real: the Cuban market isn't going to blossom overnight, not with 90 percent of their economy controlled by the state, and foreign investment laws that only offer a glimmer of openness.

The valuation in the next cell is simple math: Divide the amount of investment by the share offered, and you get the implied valuation.

Preferred shares of Betterment are being offered at a price of $ 11 on EquityZen, an online marketsite for shares of private companies, according to a list of investment opportunities seen by Business Insider.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Some of these countries offer Citizenship by Investment (CIP) programs where money can actually buy a second passport, usually starting at around $ 200,000 (# 154,392).

The transactions are structured so as to spare institutional backers of the ride - hailing firm the pain of marking down the value of their investments, while at the same time offering staff an exit well below what they may have been hoping for before the company was hit by a string of governance scandals.

The initiative also offers an entrée into the country's tight circle of well - heeled venture capitalists, whose investments are being matched as much as 3 to 1 by the Chilean government.

The upstart trading and exchange company, backed by financial heavyweights like the Royal Bank of Canada and Barclays, is now accepting applications from companies and issuers of investment products, offering an alternative to the Toronto Stock Exchange.

In October it led a $ 206 - million investment round in ShopRunner, a U.S. company that competes with Amazon by partnering with retailers to offer free two - day shipping to its members, who pay a fee for the service.

Career services offices are responding by offering more intensive career prep to students, from career workshops as early as freshman year to hosting industry panels in growing areas of finance, such as investment management.

It also offers specific policy recommendations including providing tax credits to promote venture capital investments in minority businesses, as well as tax credits for new low - income entrepreneurs, and encouraging the use by credit rating agencies of alternative data such as rent and utility payments in establishing credit histories.

On virtually every partnership contract, vendor deal, distributor arrangement, equipment lease or financing, personnel hire and investment decision, there will likely be some kind of option offered to one party by the other.

Besides those productivity - boosting investments, Kuepfer, who sees himself as something of an inventor, moved to protect his U.S. market share by honing his product offering.

The marketplace, which currently includes 35 products, is expected to more than double its offerings by the end of 2018, as a result of this latest investment.

Fintech companies are transforming the banking experience by offering easy payment processes, opportunities to save consumers» money, ways to promote financial services such as investments and planning, and ultimately by driving the industry into the next generation of banking.

In addition, Amazon has been boosting investment in cloud computing and offers wildly popular smart home products, led by its Amazon Echo.

That's a departure from a traditional initial public offering in which a company and a few select investors first sell a limited amount of stock at a starting price determined by investment bankers who spend weeks gauging investor demand.

This summer he became richer still by promoting «initial coin offerings,» which invite people to purchase digital tokens in exchange for online services — but are also a controversial type of speculative investment.

Cheap prices alone could be indicative of neighbourhoods mired by social problems, or that lack amenities and offer little in the way of a return on your investment.

Their situation and the advice offered by Stephen Adams, an experienced investment adviser, may help you chart your own course.

These states have made the biggest gains since the Great Recession by reforming regulations and offering incentives to attract investment.

These companies meet youngsters at their own stomping grounds — the Web — by offering services online, and often with little - to - no minimum investments or fees.

TOURISM is by far the Gascoyne's fastest growing sector, offering great investment opportunities.

According to the company's co-founder, Billy Parish, the yield offered by the solar investments ranges from 4.5 % to 6.38 % annually, which is roughly on par with historical returns of the S&P 500.

Moreover, supplemented by McDonald's rapidly kicked up interest and investment in its digital efforts over the last year in mobile ordering, delivery and payments, the brand is not only offering customers better quality goods to buy — but a lot of better ways to buy them more easily.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

Investment offerings recommended by Mauldin may pay a portion of their fees to these independent firms, who will share 1/3 of those fees with MWS and thus with Mauldin.

Pick from a wider range of investment choices than what's offered by most 401 (k) s and other employer retirement plans.

And commentators remain judgmental to this day: for example, almost all the»96 roundups skipped offerings that came to market without the backing of investment bankers, although at least one issue managed by a company CEO thrashed the underwritten crowd.

We have issued investor alerts, bulletins and statements on initial coin offerings and cryptocurrency - related investments, including with respect to the marketing of certain offerings and investments by celebrities and others.