Sentences with phrase «other financial professional»

The said keywords are also applicable to other financial professional resumes.

So, if you're ready to align your investments with your personal values, a financial planner or other financial professional can help you do that.

To locate a qualified insurance agent or other financial professional, seek recommendations from friends, or professionals like your lawyer or accountant.

For a more accurate and detailed analysis specific to your circumstances and needs, contact an ERIE agent or other financial professional.

Retirement assets can be very difficult to evaluate and may require the assistance of an actuary, C.P.A., or other financial professional.

To locate a qualified insurance agent or other financial professional, seek recommendations from friends, or professionals like your lawyer or accountant.

It is always a good idea to consult an accountant and / or other financial professional before making investments that carry tax implications.

By carefully measuring the advantages and disadvantages of forming a corporation, and consulting with an accountant, attorney and / or other financial professional, you can decide if incorporation is right for your small business.

But not all financial professionals are the same, and Gen X should know whether they're dealing with wirehouse representatives, brokers, registered investment advisors or other financial professionals.

The rule would require brokers and other financial professionals to act with their clients» best interests in mind when giving retirement advice.

The rule is intended to discourage brokers and other financial professionals from putting retirement - plan assets into products that pay high commissions or profit - sharing compensation to the brokers — a practice that's currently legal as long as the investments can be portrayed as «suitable» for the customer.

ThinkAdvisor asked Brown on Tuesday how their blogging busy - ness jibes with client portfolio management, and he said their absorption in financial news beats cold calling, seminars and similar activities by other financial professionals.

Jared has an extensive network of Wall Street traders, hedge fund managers, and other financial professionals (though he often uses their consensus as a contrarian indicator).

The fiduciary standard is much stricter than the «suitability standard» that applies to brokers, insurance agents, and other financial professionals.

You can find out more about your risk tolerance by completing free online questionnaires available on numerous websites maintained by investment publications, mutual fund companies, and other financial professionals.

Our comprehensive network of local mortgage brokers, lenders and other financial professionals in all 50 states means you can find someone who is close, convenient and competitive providing the best mortgage rates and terms available.

The weekly survey results are published in financial publications including Barron's and Bloomberg and are widely followed by market strategists, investment newsletter writers and other financial professionals.

We are adept at handling complex cases that involve high - volumes of documents and require the use of forensic accountants and other financial professionals.

LakeBTC project was started in early 2013 as a virtual bitcoin exchange initially for traders and other financial professionals interested in cryptocurrencies and blockchain technology.

Took 60 % of inbound calls daily serving as advisor / coach to other financial professionals using various financial planning software platforms.

Our members include not only attorneys, but mental health professionals, child specialists, divorce coaches, accountants, mortgage bankers, financial planners and other financial professionals.

Especially getting everything in writing and speaking with other financial professionals prior to even purchasing our first home.

That advertising and marketing strategy has worked very well at getting Americans to fork over their hard - earned money to money managers, brokers and other financial professionals for them to underperform the Index on their behalf.

Not exact matches

In a study from the University of British Columbia, researchers assigned 124 participants — students, financial analysts, medical professionals and other adults — into one of two groups over two weeks.

Of the 275 CFOs surveyed, 43 % said they are «concerned about losing financial professionals to other job opportunities.»

Other times, they're both traumatic and negative: for example, an illness or a death in the family, the end of a romantic relationship, or the loss of financial and professional security.

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 web of other perpetrators spreads from family and may include friends and neighbors, caregivers and aides, attorneys and financial advisors and, finally, strangers and professional scam artists.

You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

Nothing contained herein is to be construed as an attempt to provide legal, accounting, actuarial, financial planning or other such professional advice.

I am not an investing professional, and as such, any investments or financial topics discussed on this page are my opinions only, and should not be considered financial advice or recommendations to purchase or sell securities, or any other investments.

In Dubai: This information can be distributed in and from the Dubai International Financial Centre (DIFC) by BlackRock Advisors (UK) Limited Dubai Branch which is regulated by the Dubai Financial Services Authority («DFSA») and is only directed at «Professional Clients» and no other person should rely upon the information contained within it.

He is the author of treatises on proxy voting and shareholder communications and his articles have appeared in The London Financial Times, The New York Times, The New York Law Journal, The American Lawyer, Insights, Pensions & Investments, The Corporate Governance Advisor, Directors & Boards, the Journal of Law and Contemporary Problems and other publications and professional blogs.

With a few exceptions, our business community is behind the curve in terms of taking advantage of Belt and Road opportunities — opportunities that extend well beyond physical infrastructure to the development of key social infrastructure projects, including education and the provision of medical, legal, financial, and other social and professional services.

Over its now 40 - year history, the CERTIFIED FINANCIAL PLANNERTM marks have emerged as the dominant professional standard in the United States and, through the Financial Planning Board of Standards (FPSB), in 22 other countries as well.

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

First, «commission - based compensation will survive, and financial professionals will continue to serve middle - income investors using all types of existing compensation models and other innovative methods,» the Coalition states.

We provide this other compensation to enhance the competitiveness of our executive compensation program and to increase the productivity (corporate aircraft travel, professional assistance with tax return preparation and financial planning), safety (security services and equipment) and health (annual physical examinations) of our executives so they can focus on producing superior financial returns for our shareowners.

Other sectors that saw losses were professional and business services, leisure and hospitality, financial activities, information and government.

While «financial advisor» appears to be the title most commonly used by sales - based professionals, other firms have adopted variations that create a similar impression, states the report.

Produced in conjunction with Miller Samuel, a leading independent appraisal firm, our market report series is the benchmark for residential real estate market information and an essential reference source for consumers, the media, financial institutions, government agencies, researchers and other market professionals.

If the sales chump (er, I mean «licensed professional financial adviser») can't give you a complete and total rundown of every fee (expense, charge, penalty, cost or whatever other lame - ass euphemism he wants to use), run away and invest in a Vanguard index fund — just compare the expense ratio.

In Dubai: This information can be distributed in and from the Dubai International Financial Centre (DIFC) by BlackRock Advisors (UK) Limited — Dubai Branch which is regulated by the Dubai Financial Services Authority («DFSA») and is only directed at «Professional Clients» and no other person should rely upon the information contained within it.

The investment will separate Thomson Reuters» newsgathering business from other services it provides, such as data analytics and trading tools to financial professionals globally.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

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.

Can i add here that one of the other reason why someone may appear unwilling to accept help from professionals like you is financial constraint.

My extensive work with financial firms here in Australia, as well as learning from other professional traders, has enabled me to see how the «big boys» trade and further enhanced my understanding of how markets move.