Sentences with phrase «only as advisors»

Clergymen serve only as advisors.

Not exact matches

Given that the deal also faces strong opposition from hardliners in Iran, its prognosis has only darkened with the appointment of ardent Iran foe John Bolton as national security advisor.

Leon Cooperman: Icahn wasn't the only investor to pick up some shiny new Apple last quarter, as Omega Advisors CEO Leon Cooperman bought up almost 1.3 million shares of the company.

The upheaval we've been through in the past few years as the private debt bubble burst is only a preview of what's to come, concludes Mauldin, the president of Millennium Wave Advisors (writing here with an editor for an economic analysis firm).

For example, an advisor could describe a philosophy such as a focus on long - term investing in a globally diversified portfolio and encourage choosing only low - cost exchange - traded funds, he said.

It applies only to retirement accounts such as 401 (k) plans and individual retirement accounts, but advisors to those accounts will now have to act in their clients» best interests.

«Not only are they going to help you with the experiences they have learned, but they often serve as a board of advisors and your initial source of capital.»

Robo - advisors use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

According to a January tally by Green Street Advisors, only 40 % of Macy's stores are in «strong» malls as measured by sales per square foot; the other 60 % are in the sorts of uninviting shopping centers where foot traffic is dwindling and department stores can feel especially vacant and gloomy.

«Not only will Barry be a trusted advisor for our clients, he will also serve as a great mentor for our team of private bankers throughout the region.»

As mentioned earlier, Wealthfront is the only major robo advisor to offer direct indexing, which is essentially a supplemental tax - loss harvesting service that it provides on top of regular harvesting that it offers on all taxable accounts.

In his 2013 deposition, he explained that he was the only non-management, non-board member who regularly attended Google board meetings in his role as advisor to Schmidt.

«Sara has become not only a trusted advisor to me and members of my management team, but also to many of our colleagues as well,» Corbat said in the memo.

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.

As a result, advisors are usually available only to high - net - worth individuals.

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

Robert Rose, CMI chief strategy advisor, wrote a terrific article earlier this year on how trust and the relationship with an addressable audience will be the only value left as advertising continues to transform.

The reality is that rising volatility as measured by the CBOE Volatility Index, or VIX, «is only a reflection of volatile movements in the market — it is not a predictor of future returns,» David Kotok, the head of Cumberland Advisors, sent in a Friday note written by Leo Chen Ph.D. to the wealth management firm's clients.

As co-founder at Cerulli Associates in the early»90s, he conducted some of the first research on fee - only financial advisors and the rise of indexing.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

They want only advisors with expertise in retirement issues to act as fiduciaries for 401 (k) plans because of risk management issues for the corporation, says Chetney.

As co-founder of Cerulli Associates, he conducted some of the earliest research on fee - only financial advisors and the rise of indexing.

Nancy Smith, executive vice president and corporate secretary at AARP, said on a conference panel with Hauser that AARP will not only continue to advocate for the fiduciary rule but plans to assemble some members to act as «mystery shoppers» to see if advisors are complying.

In addition, as the only employee of ZBiotics, I am responsible for fundraising, purchasing reagents and equipment, finding lab space, researching regulatory guidelines, filing patents, talking to investors, reaching out to advisors, and strategizing both scientifically and financially to maximize my chances of success.

The New York - based Fusion Analytics financial advisor offers the six biggest investing lessons of 2012 in his Reformed Broker blog as only he can — using the kind of salty and brutally honest language that rarely escapes off of the trading floor — and adds that now that he's divested himself of his hard - earned wisdom, he can die happy.

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

As you near retirement and consider an exit strategy, this is the time to sit down with a qualified fee - only financial advisor.

All these HISAs are also available as F - series funds that are only available through financial advisors.

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.

As a fee - only advisor, our advice and recommendations are tailored to our clients» investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

We are not financial advisors and therefore the opinions shared here should not be construed as financial advice but are for entertainment purposes only.

As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basiAs a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basias - needed basis.

Kirley joined Edward Jones in 1983 as a financial advisor and opened an office in Hillsdale, Mich., one of only seven offices in Michigan at the time.

This is much higher than the other robo - advisors such as Wealthfront, which charges only 0.30 %.

It requires advisors and agents to act as fiduciaries, make no misleading statements and accept only «reasonable» compensation.

Robo - advisors like WealthFront and Betterment deliver more - customized solutions, but still charge only a fourth as much as a traditional planner.

Instead, the technical and emotional guidance that only a trusted, human advisor (as opposed to robo - advisors, for instance) can offer to investors who are attempting to undertake the complex job of coordinating the accumulation, distribution and transfer of their wealth, is invaluable — particularly in an environment that is likely to deliver lower returns and higher volatility than investors have grown accustomed to recently.

Specifically, only 35 percent of the advisors said they «most frequently recommend» variable annuities to their 50 - and 60 - year - old clients as part of their retirement plans.

As a fee - only financial advisor I do not receive commissions or other compensation from the sale of specific investments or insurance products.

Pius could be bold, as in 1939 when he had been pope only a few months and against the adamant counsel of all his advisors, he risked Vatican neutrality by alerting the British to the plan of the German generals to overthrow Hitler.

I have come to the sad conclusion that many Christians of my generation [I am 70 years old] are not only not up to the challenge; but they are reluctant to pass the mantle of power / leadership to the next generation and take the role of advisors / encouragers to them as they trial and error [the only way we can learn a new thing] their way to discovering and institutionalizing the New Reformation Rose.

The company was first rumoured to be mulling a public listing on the UK or Australian stock exchange as early as May, but only confirmed the speculation in August when it formally appointed Reunion Capital Partners as corporate advisors.

Accolade was first rumoured to be mulling a public listing on the UK or Australian stock exchange as early as May, but only confirmed the speculation in August when it formally appointed Reunion Capital Partners as corporate advisors.

Some adults (not only parents but teachers, coaches, advisors, and more) react by taking a top - down approach, laying down their word as law: «Do it because I said so.»

Not only will they trust you as if you were an advisor, but by giving them the professional image and having them continue to believe in you, your business will grow with referrals and word of mouth as well.

This source, from Israel's public broadcasting corporation (Hebrew), quotes an advisor at the Russian defense ministry, as saying that while Netanyahu asked for the delivery to be canceled, this was only a minor consideration in the decision.

Now, in his article, he describes the only alternative to Corbyn as a «coterie of SPADs, PR advisors and Oxford PPE graduates that got Labour into this mess».

It is not the only front in Mr Johnson's fight to justify the sacking, which could still trigger a slew of resignations from the ACMD, as advisors to the government consider whether the position compromises their research.

The New York City Housing Authority has a pilot program that allows tenants to report rent payments, but as of last week it only had «one person on board,» NYCHA senior advisor Tischelle George said.

The only stipulation was that I had to choose a staff scientist as my advisor.