Sentences with phrase «other advisors much»

The potash case does in fact give lawyers and other advisors much useful information to prospective purchasers of Canadian assets.No.1 Read the political climate.

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.
This is also a much higher minimum requirement than almost all of the other top robo advisors on the market.
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.
At a more complex but profound level, robo - advisors and other fintech companies are providing much of the technology to help major financial institutions transform their conventional advice businesses.
Then just set it up, continue to put as much money as you can into your account, check in once a year with your advisor, and you will likely get better investment returns and build more wealth than 90 + % of other investors.
Recommending Caution Financial advisors, on the other hand, generally caution retirees and pre-retirees against taking too much investment risk.
For clients who anticipate higher education costs in the future, a financial advisor can estimate inflation - adjusted tuition and other costs at nearly 3,000 U.S. universities and colleges to help determine how much they should be investing today to pay for a college education in the future.
This is much higher than the other robo - advisors such as Wealthfront, which charges only 0.30 %.
Much like with «activist investors», the bill includes an extremely broad definition of proxy advisors, including any firm «that provides corporate governance ratings, proxy research, analyses, shareholder services, or other similar services to shareholders of publicly traded entity.»
I have been told as much by my graduate advisor and other well meaning people who tell me that I have to be better than everyone else because of my skin color.
``... 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.»
But if you want to enroll in the investment service, the fees are much higher than other robo - advisors.
The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.
Charles Schwab Intelligent Portfolios gets an honorable mention: although its minimum account level of $ 5,000 is higher than the other robos mentioned, it is much lower than that of other robos that offer the ability to speak with human advisors.
Some mutual fund advisors give great financial advice and provide lots of value; others not so much.
At a more complex but profound level, robo - advisors and other fintech companies are providing much of the technology to help major financial institutions transform their conventional advice businesses.
As much as I hate on the banks / Realtors / advisors / car salespeople, at some point, we need to stop blaming others and look at our own collective stupidity as a contributing factor.
Actual returns will most always be much lower than hypothetical, so the advisor has little incentive to calculate them accurately (also because their BD and Finra will let them use hypothetical - in other words, it's a completely legal fail.
(Disclosure # 2: I'm currently engaged in paid consulting and other capacities with a few such organizations, directly and as a volunteer industry advisor at LegalX) But how much of that effort and investment, and how many benefits will come to Canada if the raw resources — i.e. the case law — is not available?
However, because of the nature of its payout, it is much more crucial to have it set up properly, using the help of financial advisors, estate planning lawyers, accountants or other fiscal advisors.
For example, some financial planners and advisors recommend buying 8 to 10 times your annual income, but to advise consumers to buy that much life insurance regardless of other factors would be disastrous.
Reflecting on the entrepreneurs I heard pitch at this and other veteran events I've participated in as a venture capitalist and advisor, I noticed a strong difference in the companies founded by military veterans — veterans are much more likely than others to create a company with a founding mission of social good.
According to BLS (Bureau of Labor Statistics), the employment of personal financial advisors is expected to grow by 32 % from 2010 to 2020, which is much faster than the average of all other occupations.
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