For wealth management clients, we charge an all - inclusive fee for managing investment portfolios which covers the cost of investments, the advisor, transactions and
ongoing financial planning services.
For our wealth management clients, we typically charge an all - inclusive fee for managing investment portfolios, which covers the cost of the investments, the advisor, all transaction fees and
ongoing financial planning services.
Not exact matches
This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's
plans and expectations regarding new
service offerings, and assumptions regarding its
service revenue model; BlackBerry's
plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's
plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding
financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its
financial resources; BlackBerry's
ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's
plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.
This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's
plans and expectations regarding new
service offerings, and assumptions regarding its
service revenue model; BlackBerry's
plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's
plans and expectations relating to, programs to drive sell - through of the Company's BlackBerry 7 and 10 smartphones and BlackBerry PlayBook tablets; BlackBerry's expectations regarding
financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its
financial resources; BlackBerry's
ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's
plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.
LivePlan, our flagship product, is a SaaS (software as a
service) solution for pitch creation, business
planning, and
ongoing financial management.
What should an advisor who delivers investment - only management and no
financial plan, no
ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?
Precedent Asset Management provides
ongoing financial planning and active investment management
services for:
We provide
ongoing financial planning and active investment management
services to clients throughout Central Indiana and across the country from our offices located in Indianapolis, Indiana.
PWL Capital's managed portfolio
service helps clients reach their
financial goals by combining investment management and
ongoing financial planning.
We also offer
ongoing coaching
services and personalized budget
plans for clients who need assistance reaching
financial goals.
Provide assistance with transition into long - term living arrangements for all clients and provide
ongoing service and support for all insurance and
financial planning requirements.
Compliance Officer — Duties & Responsibilities Responsible for identification and investigation of suspicious
financial transactions Examine
financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing
ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal department and applicable regulatory authorities Develop proficiencies in industry specific
financial monitoring software programs Perform public figure, employee, Advice of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic
planning and best practice development Train and oversee teller team and bank support staff ensuring professional operations Study internal literature to become an expert on products and
services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Strictly adhere to budgets and schedules Represent company brand with poise, integrity, and positivity