Sentences with phrase «other advisors do»

Retirement Benefits Group hired a third - party to benchmark their fees against the rest of the industry, something Weir recommends other advisors do as well.

Ask yourself, «What does my advisor know that every other advisor doesn't?»

Really, what does your advisor know that every other advisor doesn't or couldn't know?

Not exact matches

I've seen entrepreneurs work for days trying to come up with a fair offer for someone they'd love to have onboard - sweating the numbers, comparing the offer to the comp of other key players, checking with outside advisors, doing every bit of homework possible in order to get to their best proposal.They become heavily invested (financially, but even more psychologically) in the offer and the outcome because they believe it's fair to everyone and the absolute best they can do.

Do you have a team of employees, advisors and others who've «been there, done that» and won't be making it up as you go along?

«I do this by building relationships with other trusted advisors, such as attorneys, CPAs and bankers.»

Some other key questions to think about when choosing an advisor include: Does the prospective advisor's expertise match your needs?

The alert noted that in a recent SEC Office of Compliance Inspections and Examinations study of 75 financial firms, 5 percent of broker - dealers and 26 percent of advisors and investment funds did not conduct periodic risk assessments of critical systems to uncover vulnerabilities, potential business consequences and other cybersecurity threats.

Small - business owners «are having to do a lot more digging to find the opportunities, and since the opportunities are fewer, they have more competition with other small businesses,» says Julie Weeks, an American Express research advisor and author of the report.

Like many other Trump advisors that did not agree completely with Trumps's ways, Musk argued that his access to the commander - in - chief gave him the chance to change Trump's mind.

These fees do not compare all that favorably to other robo advisors, such as Schwab Intelligent Portfolio, which charges 0.08 % for conservative portfolios, 0.19 % for moderate - risk portfolios, and 0.24 % for aggressive portfolios.

Gary Cohn, President Trump's top economic advisor, said that the effort by Amazon, Berkshire Hathaway and JPMorgan to jointly address healthcare was the same as the administration was doing by proposing rules to make it easier for self - employed Americans, small businesses and others to band together to get insurance through what are called association health plans.

The Approved: May 23, 2014 Committee is not required to assess the independence of any compensation consultant or other advisor that acts in a role limited to consulting on any broad - based plan that does not discriminate in scope, terms or operation in favor of executive officers or directors and that is generally available to all salaried employees or providing information that is not customized for a particular company or that is customized based on parameters that are not developed by the consultant or advisor, and about which the consultant or advisor does not provide advice.

As discussed above, notwithstanding receipt by HP Co. of a private letter ruling from the IRS and / or opinions of counsel and other external tax advisors, the IRS could assert that the distribution does not qualify for tax - free treatment for U.S. federal income tax purposes.

On the other hand, an advisor who did not serve as a fiduciary could freely advise participants on rolling over their accounts to IRAs and how the rollover proceeds should be invested.

BMO Nesbitt Burns Investment Advisors posted an introduction to bitcoin and other cryptocurrencies but warn that «as a team, we do not believe in the investment merits of cryptocurrencies at this point in time».

So why do some advisors stay busy all day without moving the needle, while others seem to make leaps and bounds in their practice without breaking a sweat?

No other research provider does the type of in - depth analysis that we do for our advisor clients.

With the features described above, KICKICO creates a synergized place for different audiences that did not interact before, such as creators of ICO and cryptocurrency projects and their backers, or creators of classical crowdfunding campaigns and their backers who have never dealt with cryptocurrencies before, authors of their projects and experienced army of advisors, moderators, designers, translators and other specialists all over the World.

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

Being forcibly questioned on oath and without warning or legal advisors, with no hint of what the questions related to or whether it was a matter involving them or someone else (maybe a family member or friend), the subject either had to incriminate themself or someone else by telling the truth, be charged with perjury if they lied or other witnesses said differently when questioned in turn, or be charged with contempt of court if they didn't speak.

Taylor, a Republican who took a pass on running herself this fall, but has made no secret that she both thought of doing so (in a challenge to Sen. Kirsten Gillibrand) and might yet enter the political realm she has heretofore left to her significant other, pledged to help Saujani in whatever way she could in the election and has been serving as an unofficial campaign advisor.

The city also cited a Supreme Court decision that determined that the «test of an outside advisor's relationship is whether the outside advisor «does not represent an interest of its own, or the interest of any other client.»

«You don't know other faculty or other people, so from the beginning you find yourself in this «you and your advisor on a boat» position,» says one postdoc.

A new study of science PhDs who embarked on careers between 2004 and 2014 showed that while nearly two - thirds chose employment outside academic science, their reasons for doing so had little to do with the advice they received from faculty advisors, other scientific mentors, family, or even graduate school peers.

I could also point out that someone working in academia or industry who is embittered by knowing that their choice of career was made by seeking to placate an advisor could do more to discourage other women and minorities from entering scientific careers.

I spend «down» time reading papers, chatting science with my lab mates or advisor, or getting other work done (at the beginning of my graduate career, this was class assignments or grading for my teaching assignments... lately, it's writing!).

Dave Asprey: One of the other anti-aging guys that I've known for many, many years, who's an advisor to the non-profit Silicone Valley Health Institute Group that I run, Dr Miller, he insists on each lab... He holds the labs accountable for quality standards, and ran into exactly the same problem that you've run into, where he doesn't trust lab data, because it's so highly variable.

It's why Creative Advisor Tim Blake Nelson urges other Advisors to provide the Fellows with «tools that are specific, but then allow them to do what they want.»

Back in 2002 a group of educational travel companies came together and pioneered a robust verification scheme which featured an audit of all members every year by independent experts By measuring against a comprehensive code of practice that had been developed with, amongst others, health & safety experts, teachers» unions», head teachers» associations, outdoor advisors and top legal advice, the audit ensures all aspects of a company's business was examined, this includes worldwide health & safety management, financial security, consumer protection, fair terms and conditions and, for when it does go wrong, a commitment to independent arbitration.

Compared to other service advisors I've done business with, Peter tops the list.

The other thing we do that individual investors can't, and that most advisors would find tough, time - consuming and expensive, is we largely hedge interest rate risk out of the portfolio.

The advisors, hedge funds and other analysts who may post on IB Traders» Insight are independent of IB and IB does not make any representations or warranties concerning the past or future performance of these advisors, hedge funds and others or the accuracy of the information they provide.

Katt deserves to be enshrined in the financial hall of fame for the wonderful work he has done for those fortunate enough to have retained his services either directly or through other advisors

I would take this further and say, don't take investing advice from anyone other than a professional advisor.

Firstly I do not have a crystal ball nor do I give investment advice other than my Commodity Trading advisor client who have signed and agreed to all kinds of disclosures and are aware of -LSB-...]

• Paying for an investment advisor to take care of your investments: Some investors enjoy the process of managing their own money... others don't.

ETFs can also be excellent tools, but many advisors use them for tactical asset allocation, sector plays and a lot of other nonsense that has nothing to do with passive investing.

The advisors, hedge funds and other analysts who may post on IBKR Quant Blog are independent of IB and IB does not make any representations or warranties concerning the past or future performance of these advisors, hedge funds and others or the accuracy of the information they provide.

It's certainly not that far removed from other «unique» money making ideas like becoming a clown, a college advisor, or doing something no one else wants to do.

If you do want professional advice, I generally prefer other types of financial advisors over a broker, as a broker's interests are not always as aligned with an investor's best interest as one would like.

His advice to other advisors: «Go lower or do more.»

John is an adjunct assistant professor of economics and international finance at the University of Michigan - but don't be dismayed; his other job is running Hussman Econometrics Advisors, where he manages money for individuals and institutions (he's an equal - opportunity money manager).

Interactive Brokers does not conduct a «suitability review» to make sure the trading of any advisor or hedge fund or other party is suitable for you.

They do not collect commissions or have incentives that other advisors may have to recommend one product over another.

While WealthFront, Betterment, SigFig, Personal Capital and others may take money away from the brokers and investment advisors, their don't really have a business because their margins are going to suck.

Mike Chadwick, an investment advisor with Chadwick Financial Advisors, warned that if you don't have any savings, «You're going to end up in debt with credit cards, loans from family or some other source, and it's a slippery downhill slide if you're not disciplined to always save some of your earnings.»

Just because most other individual investors and their financial advisors seem not to have a clue about optimal investment strategies does not mean that you need to be clueless, as well.

So does this include both the MER and any other manager / advisor fees?

``... stockbrokers and others tied to Wall Street» have given a «bum rap» to whole life policies for «hefty up front fees», and that «they don't even tell you how much the advisor is making.»