Sentences with phrase «on the advisor channel»
Vanguard's reference to providing «sound solutions for Canadian advisors and their clients» suggests that its initial focus will be on the advisor channel.
http://www.canadiancapitalist.com/ Not exact matches
He now works as an advisor to other businesses on how to raise money through crowdfunding channels.
Large asset managers like BlackRock and Invesco have purchased existing robo platforms and are using them as an add - on service for financial advisors and other distribution channels.
The new Department of Labor fiduciary standard represents «the most dramatic regulatory change in a number of decades, suffice to say,» explained Scott Curtis, head of Raymond James» independent advisor channel, in an interview on Tuesday.
14:10 - This channel of communication is reliant on George Osborne's special advisor, Rupert Harrison.
As a member of the Board of Advisors, Copeland will assist the board in making recommendations on products and channel programs.
The amazing team here at Smashwords: Our development team spends every day dreaming up and developing new tools to give our authors and publishers a competitive advantage; our service and vetting teams dedicate their days to supporting our authors, publishers and sales channels; our merchandising team works to promote our authors at major retailers and library platforms; our marketing team focuses almost 100 % of its effort empowering indie authors with best practices knowledge they can use anywhere, even if they don't publish with Smashwords; our finance team manages the inflow and outflow of money to ensure our authors and publishers are paid on time, every month; and my wife, advisor and confidant, Lesleyann, without whom I would have never co-written a novel about soap operas that started this grand adventure.
The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients.