Sentences with phrase «on advisors»

Because they rely on advisors who are paid to sell only expensive mutual funds and do not offer ETFs as an alternative.

I changed my mind about which hotel to book based on the advisor's advice about child friendly hotels.

But remember that this outline is still subject to revision depending on your advisor.

In addition, institutions should ensure that restrictions placed on advisors are contained in school policies and advisor forms.

What are people's thoughts on advisors that recommend anything other than index funds?

How can a lazy guy like me who doesn't know anything about finance still invest intelligently without blowing that 1 % annually on advisor fees?

However, investors should never depend exclusively on an advisor to manage their portfolio.

This would have an impact not merely on the advisor but the firm they're registered with.

As for the impact on advisors, the mortality findings do not affect them directly, he said.

After spending two years on a housing board for one local chapter, I made the jump and became a full on advisor.

But I thought it was very interesting in a very well thought out article talking about, maybe on the advisor side of things.

Investors had no option but to take a leap of faith and rely completely on their advisors, putting their hard earned money at risk.

It also pays to keep an eye on your advisor.

This designation is granted through a nomination process and selected based on an advisor's consistent, year - after - year production numbers, market expertise and notably high - quality service.

Or do they also rely on the advisor to implement it?

Depending on your advisor, they might already follow the fiduciary rule.

Because they rely on advisors who are paid -LSB-...]

Fidelity noted that new regulations from the Department of Labor's fiduciary rule may increase pressure on advisors» time with retirement plan clients.

The National Association of Plan Advisors charged that the «White House launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»

There is no need, nor reason, to waste time or shareholder resources on advisors or to delay the liquidation process in order to explore risky alternative strategies, courses certain to result in further diminution of value for all shareholders, when the majority of the stockholders of the Company appear to have already made their views perfectly clear.

An investor's best defense against fraud, regardless of age, is to ask questions, research the suggested investment, do a background check on the advisor (see Chuck Jaffe's article on page 27) and talk to family members about any big financial decisions.

Similarly, another investor quoted in this same article said that he was going to continue holding stocks, but will rely on his advisor for reassurance: «I want to sleep at night.»

The EPA is not required to act on its advisors suggestions, and industry lobbyists are intent on seeing the final report retain its sweeping language.

As the (ICO) entrepreneur bringing on the advisor:

Rely on an advisor if needed and prepare for your relationship to evolve.

For instance, Upside Advisor's platform came out of the gate last year exclusively focused on advisors.

In its analysis, the DOL unfairly seeks to blame investor losses on advisors.

Robbins» epiphany came in the nick of time considering that the DOL rule is due to be released Wednesday, inevitably placing a premium on advisors who toe the fiduciary line, says Michael Kitces, writer of Nerd's Eye View.

«Best Practices» are based on advisor deeds.

Throughout this process, the scientist is in a relatively subservient role; he's working on his advisor's project, and too often only has minimal input into the course of his work,» says Lemert.

There are some familiar names on the Advisors list, including Mark Coker (CEO of Smashwords), Joanna Penn (check out her blog, The Creative Penn), Dana Lynn Smith (one of the better book promotion gurus — check her out at The Savvy Book Marketer), and Victoria Strauss, who's been warning writers about potential scams for years at Writer Beware.

Relying on an advisor today instead of properly educating themselves, however, could lead to costly dependency issues in the future.

It's best to focus your search on advisors who are licensed through the Investment Industry Regulatory Organization of Canada (IIROC) and you should actually verify that they are in good standing with the regulator.

After you setup your online brokerages, y0ou may transfer money and start buying stocks based on your research or based on your advisor recommendation.

The author clearly targets an audience that is either puzzled by how the stock market works, let their investing sway with the market sentiments, or depend too much on their advisors to pick their investments for lack of time.

Vanguard's reference to providing «sound solutions for Canadian advisors and their clients» suggests that its initial focus will be on the advisor channel.

Toronto - based First Asset Capital Corp. is calling on advisors to help design its next exchange - traded fund (ETF) through «The Search for Canada's Next Top ETF» challenge.

So many people all but abdicate all meaningful responsibility regarding their personal finances to their advisor (and shame on those advisors who perpetuate the myth, too).

(Financial Post) Observations on the advisor industry: From Australia to the U.S. (Vanguard Advisors) What's the best way to invest in gold?

Despite reducing the associated risks with cryptocurrency investments, Institutional investments are dependent on the advisor and whether they are comfortable or have familiarity with the cryptocurrency space.

This section concentrates on advisor resume examples only.

Since then, insurers have adjusted by whittling away at the benefits that came with variable annuities, imposing variable annuity investment restrictions on advisors, and sticking to their «derisking» strategies.

Registered investment advisors are at a crossroads, with technology putting pressure on advisors to adapt or die, some analysts say.

Brian Graff, CEO of the American Society of Pension Professionals and Actuaries, stated that the White House on Monday «launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»

Millennium expressed its strong belief that these plans should be implemented immediately and that there is no need, nor reason, to waste time or shareholder resources on advisors or to delay the liquidation process in order to explore risky alternative strategies, courses that Millennium believes are likely to result in further diminution of value for all shareholders.