Sentences with phrase «other business advisors»

Over time, it has evolved considerably, including as a system for sharing client data with the client's other business advisors.

In addition to the fees you paid your CPA or accountant, you can also deduct expenses for attorneys, appraisers and other business advisors.

Not exact matches

The best advice I can give you is to try to make sure that you've got some board members and other advisors (not investors) who've actually run businesses to help take your side in some of the silliest of these arguments.

He now works as an advisor to other businesses on how to raise money through crowdfunding channels.

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.

Find a financial advisor or banker who can serve as a mentor, someone committed to helping you succeed, offering access to capital and other business owners.

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.

Business owners tend to appreciate the expertise that other professionals bring to the game — and according to a Vanguard Advisor Alpha study, having a professional financial advisor can add a 3 percent - to - 4 percent net value to a portfolio over time.

The smaller players have spent most of their time competing against each other in the «low - cost segment» of the market, which has barely made a dent in the business of the incumbents, said Macquarie Securities advisor Greg MacDonald.

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.

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

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.

The team is not only awesome, but so are the other clients that have become some of my closest friends, advisors and sometime business partners.

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.

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

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.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

(1) engage in the «Geographic Area» (as defined below) as an employee, agent, consultant, advisor, independent contractor, proprietor, partner, officer, director, or otherwise of a Competing Business (as defined below); (2) have any ownership interest (except for passive ownership of one percent (1 %) or less in any entity whose securities have been registered under the Securities Act of 1933 or Section 12 of the Securities Exchange Act of 1934 or the securities laws of any other jurisdiction of the United States) in a Competing Business; or (3) participate in the financing, operation, management, or control of a Competing Business.

You can't build a great business without the support of a community of other entrepreneurs, mentors, investors and advisors.

Start Here founder, Steve Rice, along with strategic advisors Dr. Tionna Jenkins, Katie Milligan, and Nate Thomas, presented the Arkansas - based Start Here Initiative as a model for other communities to increase the engagement of women and minorities in the entrepreneurial process and to raise awareness for the entrepreneurial information, resources and training available to new business owners.

If an agent had a star basketball or football player on his / her roster, that agent would chase off the shady financial advisors and other agents to protect the business.

The others are Westchester County Executive Rob Astorino, Assembly Minority Leader Brian Kolb (R - Canandaigua), Dutchess County Executive Marc Molinaro and business advisor Harry Wilson.

Although Cristina and I are entrepreneurs with different businesses, I've added her to my short list of trusted advisors and we've made a habit of helping each other out (which I love).

Advisors will help you identify potential faculty mentors and the best classes at HGSE and other Harvard graduate schools such as the Harvard Business School, the Harvard Kennedy School, the Graduate School of Arts & Sciences, and even MIT.

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.

Stakeholder groups include the MAISD Superintendent Council, secondary and elementary principals, special education directors, Montcalm School Business Officials, technology advisors, curriculum directors, and others.

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

As we reported earlier this year, the U.S. has already plunged head - first into the world of robo - advisors (portfolio suggestions offered by automated algorithms usually at lower cost than human advisors) with Charles Schwab having attracted billions of dollars in new business as a result of launching its robo - advisor service, Schwab Intelligent Portfolios, which adds to the existing mix of dozens of other robo - advisor services south of the border.

In other words, for all the investors in Canada who use commission - based advisors — and that is the vast majority — it will be business as usual.

Whether or not actual results and developments will conform to ProShare Advisors LLC's expectations and predictions, however, is subject to a number of risks and uncertainties, including general economic, market and business conditions, changes in laws or regulations or other actions made by governmental authorities or regulatory bodies, and other world economic and political developments.

Contact their attorneys, accountants, investment advisors, bankers, business associates or any other financial advisors.

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.

His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures.

A good advisor on your team will have mapped out all these (and other) strategies long ago and now they'll be ready to be executed, without having to scramble through year end business tax planning.

It is important to note that while no other licensure or designations are required in order to become an RIA, most advisors will find it rather difficult to bring in business without additional qualifications, such as the CFP ® or CFA designation.

Our board of directors and our financial advisor also discussed, on a preliminary basis, financial aspects of various potential strategic alternatives such as continuing to operate on a standalone basis or pursuing a business combination or other strategic transaction.

Better Business Bureau http://www.bbb.org Use the Better Business Bureau to research your Financial Planners, Lawyers and other advisors who may be assisting you with Estate Planning.

Incorporated («Morgan Stanley») as its advisor to assist the Company in exploring strategic alternatives available to the Company for enhancing shareholder value, including but not limited to, continued execution of the Company's business plan, the payment of a cash dividend to the Company's shareholders, a repurchase by the Company of shares of its capital stock, the sale or spin off of Company assets, partnering or other collaboration agreements, a merger, sale or liquidation of, or acquisition by, the Company or other strategic transaction.

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.

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

In no event shall VetLIVE.com, LLC, its professional advisors, or any third parties mentioned on the VetLIVE.com Site be liable for any damages (including, without limitation, incidental and consequential damages, personal injury / wrongful death, lost profits, or damages resulting from lost data or business interruption) resulting from the use of or inability to use the VetLIVE.com, LLC Site or the Content, whether based on warranty, contract, tort, or any other legal theory, and whether or not VetLIVE.com, LLC, its licensors, contractors, or suppliers, or any third parties mentioned on the VetLIVE.com, LLC Site are advised of the possibility of such damages.

You will interact with everyone from suppliers, customers, employees down to advisors and other vendors; all of these individuals contribute to the success of your business, so, should a dispute arise — it's business critical that it is resolved quickly, without undue conflict to ensure that the essential connection is maintained.

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.

The full book contains additional updated information and state - by - state ethics opinions, including case studies from attorneys engaged in virtual law practice and elawyering as well as advice from practice management advisors, IT & security professionals, and marketing and business professionals among others.

You can do things with your business that are often more difficult for sole proprietors, such as raising funding, finding advisors, and partnering with other companies.

Speakers from business, government and professional consultancies shared insights into trends impacting the world of business, what clients expect from their professional advisors and the current and future opportunities offered by Germany and other countries in the EMEA region and beyond.

In addition to its coverage of ADR, the «Three Pillars» course shows how business leaders and their legal advisors can work together to create economic value in other areas where law plays an important role.

Representation spans matters involving registration of corporate securities, corporate organization, public and private equity and debt financing, regulatory compliance, SEC matters, NYSE and all other national securities exchanges, mergers, acquisitions and other business combinations, broker - dealer and investment advisor registration and regulation as well as SEC enforcement and litigation procedures.