Sentences with phrase «other advisors for»

Talk with mortgage lenders, real estate agents, attorneys, and other advisors for information about lending practices, mortgage instruments, and your own interests before you commit to a specific loan.

For a limited time, you can speak to ANY of the professional love coaches, dating coaches, relationship specialists or any other advisor for only 1 dollar a minute.

For the rest, if you need help at all, you don't need to hand over your financial assets to a Robo or other advisor for permanent babysitting.

As your new business may be subject to federal and / or state securities laws, you may need to consult an attorney or other advisor for further information.

Not exact matches

«So folks just aren't making individual decisions as much and advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the others» earnings,» Tabb Group's Larry Tabb told CNBC.

Seek out a financial advisor or talk to a trusted friend about tips for saving for retirement or other questions you may have.

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.

This is an extremely important point, and contrasts with the position of media pundits and investment advisors who consistently cite other data as a rationale for being in the market at all times.

The other big asset for us is having good mentors and advisors.

There's space for press, senior advisors, Secret Service officers and other guests.

This last point makes sense for some more than others, says Drew Nordlicht, partner and managing director of Hightower Advisors, San Diego, who advises high - net - worth business owners.

They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

The Securities and Exchange Commission is the governing regulatory agency for registered investment advisors that manage more than $ 100 million in assets, while each state's securities regulators generally oversee other investment advisors.

Wealthfront has approximately $ 5 billion in assets under management, which is a far greater amount than many of the other robo advisors out there (save for Betterment, which has more than $ 7 billion in AUM).

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.

The other defendant in the case is Christopher Evison, who is the managing director at Quadrant Capital Advisors and investment advisor for WP Holdings, which is an investment arm of the multi-billionaire dollar Santo Domingo family from Columbia.

Michael Arone, chief investment strategist at State Street Global Advisors, reckons that new legislation that drops the rate all the way to 20 %, and contains other levy - lowering provisions such as immediate expensing of capital expenditure, could raise EPS for the S&P 500 by 8 % in the first year.

An advisor who earns a flat fee — such an hourly rate or a set percentage of your portfolio value — is much better aligned with you than an advisor who earns commissions for selling you particular mutual funds, insurance policies, or other products.

Among the many scheduled American participants were the political advisor to the head of the U.S. Northern Command, the president for the Americas of Lockheed Martin Corporation, the senior director for the Western Hemisphere of the American National Security Council, the U.S. Deputy Under Secretary of Defense Carla Hills (who was the primary U.S. NAFTA negotiator), the senior United States Air Force military assistant to the then secretary of defense Donald Rumsfeld, the commander of U.S. Northern Command, the chair of the President's Council of Advisors on Science & Technology, Dr. James Schlesinger, the former American secretary of energy & defense, the deputy secretary of energy, plus many other top business, government and military officials, plus representatives of similar groups from Mexico.

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.

To obtain a summary prospectus and / or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / [phone], or visit franklintempleton.com for mutual funds or libertyshares.com for ETFs.

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.

For other advisors not operating as a level fee fiduciary, a full - blown BIC would be required as of Jan. 1, 2018, for the sale of any product that involves variable compensation for the advisFor other advisors not operating as a level fee fiduciary, a full - blown BIC would be required as of Jan. 1, 2018, for the sale of any product that involves variable compensation for the advisfor the sale of any product that involves variable compensation for the advisfor the advisor.

Advisors specialize in goals - based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management.

Cordillera manages capital for endowments, foundations, family offices, wealth advisors, and other institutional investors.

David Kotok, chair and chief investment officer for Cumberland Advisors, said investors are now pricing in the risks of a trade war and other issues stemming from Trump's words and actions.

Currently, the millennial attrition risk for investment advisor relationships is four times higher than other generations, the study found.

«Specifically, the financial institution must disclose any variable compensation that the advisor receives for the advice and resultant product sale, and comparative examples of compensation they would have received for other products,» Cerulli managing director Waldert said.

However, there may be potential benefits to incorporation and you should consult with an attorney or other trusted legal advisor to determine if changing the nature of your business entity makes sense for your business objectives.

Like the other people I spoke with at Vanguard Monica also assured me that Vanguard were in the process of hiring more team members for the personal advisor service.

Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.

This presentation may not be reproduced for, disclosed to or otherwise provided in any format to any other person or entity (other than your professional advisors bound by obligations of confidentiality) without the prior written consent of BlackRock.

Larry, can you please advise which Robo Advisors aggregate the accounts from different sources and can provide a holistic advice for example include funds that are in a company deferred program or other brokers?

Another document is a confidential memorandum prepared for Rebekah Mercer (the daughter of US billionaire Robert Mercer; Wylie has said Mercer provided the funding to set up CA), former Trump advisor Steve Bannon and the (now suspended) CA CEO Alexander Nix advising them on the legality of a foreign corporation (i.e. CA), and foreign nationals (such as Nix and others), carrying out work on US political campaigns.

Other responsibilities include developing capital market assumptions and strategic asset allocations, providing tactical advice, conducting asset class research, assisting in portfolio management, writing commentary for investment publications, and providing investment guidance for financial advisors and clients.

While our focus is on the individual investor, our dictionary is also perfect for others in the finance industry, including: financial analysts, advisors, accountants, real estate agents, financial planners, and more.

To obtain a disclosure document, which contains this and other information, talk to your financial advisor or call Franklin Templeton Distributors, Inc., the manager and underwriter for a 529 plan at [phone] or visit franklintempleton.com.

A text for financial advisors and other professionals who offer advice on how to handle equity compensation including stock options.

He spent 3 years in Moscow where he was responsible for the opening of the Merrill office and was an advisor on key transactions for Gazprom, RAO UES and others.

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.

The Committee shall receive appropriate funding from the Company, as determined by the Committee in its capacity as a committee of the Board, for the payment of compensation to its compensation consultants, outside legal counsel and any other advisors.

His other professional acknowledgments include: Institute for Management Studies — Lifetime Achievement Award (one of only two ever awarded), American Management Association - 50 great thinkers and leaders who have influenced the field of management over the past 80 years, BusinessWeek — 50 great leaders in America, Wall Street Journal — top ten executive educators, Forbes — five most - respected executive coaches, Leadership Excellence — top five thinkers on leadership, Economic Times (India)-- top CEO coaches of America, Economist (UK)-- most credible executive advisors in the new era of business, National Academy of Human Resources — Fellow of the Academy (America's top HR award), World HRD Congress — 2011 global leader in HR thinking, Fast Company — America's preeminent executive coach, and Leader to Leader Institute — 2010 Leader of the Future Award.

Under the Employee Retirement Income Security Act, a fiduciary investment advisor is defined as one who «renders investment advice for a fee or other compensation.»

If compensation for variable annuities is higher than other investments, an advisor better be able to justify the difference.

Their primary sales advantage over other financial products was higher advisor compensation, and these types of compensation differentials will be easy pickings for class - action suits.

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.

It is time for political leaders and their advisors to consider these and develop other practical policies to deal with inequality and our economic problems in a way consonant with America's broad - based ownership tradition.

Accordingly, notwithstanding receipt of the IRS private letter ruling and / or opinions of counsel or other external tax advisors, the IRS could determine that the distribution and certain related transactions should be treated as taxable transactions for U.S. federal income tax purposes if it determines that any of the facts, assumptions, representations, statements or undertakings that were included in the request for the IRS private letter ruling or on which any opinion was based are false or have been violated.

White announced in a late March speech that «in order to more fully inform the commission's decision on this matter,» she had directed SEC staff to compile a list of all those options, including, she said, «a uniform fiduciary standard for broker - dealers and investment advisors when dealing with retail customers, and other measures that may be more targeted and achievable in the shorter term.»