Sentences with phrase «other financial services professionals»

The wholesale division of American Advisors Group is dedicated to educating mortgage brokers and bankers, credit union lenders, community bankers, and other financial services professionals on how to leverage reverse mortgages as a strategic financial planning tool for their senior clients.
Attorneys, accountants, life insurance agents, and other financial services professionals constantly are required to provide an opinion as to the efficacy of a policy for the particular client and to assist in selecting between competing policies.
Disclaimer: This financial plan software is designed to allow financial planners, investment managers, other financial services professionals, and investors, to demonstrate and evaluate various financial strategies in order to help achieve their clients», or their own financial goals.

Not exact matches

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.
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.
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.
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.
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We also offer a Professional Directory featuring family lawyers, divorce financial analysts, accountants, therapists, and other divorce - related services.
Forty - five percent of riders work in either financial services, law, accounting, architecture or other professional services, according to the office of state Comptroller Thomas DiNapoli.
After a 20 - year career in IT consulting, sales, marketing, and financial services, Jennifer has now turned her attention to leadership coaching to inspire business leaders, entrepreneurs, and other professionals around the world.
Accordingly, the information on this website is provided with the understanding that the authors, SocialMediaMore.com, and Julie Spira are not engaged in rendering legal, accounting, tax, medical, financial or other professional advice and services.
Accord provided professional training, human resource and financial support, curriculum development, teacher evaluations and other academic support services for MPS.
(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.
You acknowledge that your personal financial circumstances are unique, and that before any information you obtain through the Service is acted upon, you should obtain the advice of a financial advisor or other financial planning professional who is aware of your personal financial circumstances.
While other folks choose to use professionals like at Golden Financial Services, where we live for our clients and saving them money is our number one focus!
Among the qualified professionals who benefit from the DCCS training are employed by a wide range of organizations including consumer credit and debt counseling organizations, credit unions and other financial institutions, student loan lenders, cooperative extension system, all branches of the military, mortgage, real estate, and financial services firms; law enforcement, and other government agencies.
They offer financial solutions for student debtors who work in the medical professional field, as a way to thank them for their service in helping others.
For 30 years, the AccessLex Graduate and Professional Financial Aid Conference has provided graduate and professional administrators in financial aid, admissions, career services and other student - facing roles the opportunity to learn from expert speakers, address current challenges and gain invaluable industProfessional Financial Aid Conference has provided graduate and professional administrators in financial aid, admissions, career services and other student - facing roles the opportunity to learn from expert speakers, address current challenges and gain invaluable industry Financial Aid Conference has provided graduate and professional administrators in financial aid, admissions, career services and other student - facing roles the opportunity to learn from expert speakers, address current challenges and gain invaluable industprofessional administrators in financial aid, admissions, career services and other student - facing roles the opportunity to learn from expert speakers, address current challenges and gain invaluable industry financial aid, admissions, career services and other student - facing roles the opportunity to learn from expert speakers, address current challenges and gain invaluable industry insights.
This site is not engaged in rendering legal, financial or other professional services.
Whether you're an Attorney, Doctor, Realtor, or own a Manufacturing firm, Consultancy or any other type of business — we can provide you a full range of professional financial services.
When you want guidance to sort through your options for student loans consolidation and other student loan services, the financial professionals at American Consumer Credit Counseling (ACCC) can help.
Tip # 3 — Investors should pay financial advisors fees the same way they pay other professionals, CPAs and attorneys, they depend on for specialized knowledge, advice, and services.
NCF is actively looking for smart, motivated entrepreneurs, financial services professionals and other business leaders to build a business through NCF's Regional Director Program.
NCF is looking for smart and motivated entrepreneurs, financial services professionals, and other business leaders to build a business through NCF's Regional Director Program.
As a regulated US financial services company based in New York City, itBit is focused on meeting the sophisticated needs of institutions, active traders and other bitcoin trading professionals
CCRS ™ qualified professionals are employed by a wide range of organizations including consumer credit and debt counseling organizations, credit unions and other financial institutions, student loan lenders, cooperative extension system, all branches of the military, mortgage, real estate, and financial services firms; law enforcement, and other government agencies.
CCRR ® qualified professionals are employed by a wide range of organizations including consumer credit and debt counseling organizations, credit unions and other financial institutions, student loan lenders, cooperative extension system, all branches of the military, mortgage, real estate, and financial services firms; law enforcement, and other government agencies.
Elite is a suite of «enterprise business management» products for law firms and other professional services firms that handle financial management, client and matter management, business development and risk management.
What about a space where lawyers could collaborate with other professionals, like financial advisers and therapists, to make sure that clients receive all the services they need?
I train attorneys, mental health professionals, and financial professionals how to offer collaborative services to divorcing couples and others handling family law matters.
Financial service providers: Your bank, credit cards, mortgage, insurance, student loan, and investment accounts Other service providers: USPS, your doctors and dentist, your attorney, your gym, your library Organizations: Schools, alumni associations, professional licenses and associations Consumer accounts Utility bills, subscriptions, rewards programs.
The first amended Rule 1.6 of the ABA Model Rules of Professional Conduct to permit a lawyer to reveal confidential client information if the client is using the lawyer's services to commit a crime or fraud that would cause financial harm to others.
The Hong Kong and Singapore bars both view compulsory professional indemnity insurance for their lawyers as essential to maintaining competitiveness in financial, trade and commercial services, and to being on equal footing with firms in other mandatory insurance jurisdictions.
any other legal practitioner (including, without limitation, solicitors, barristers and foreign lawyers), accountant, or other financial or professional adviser representing the client in connection with those legal services and advice being provided to the client by Deacons;
Douglas Connell, the senior partner at the Edinburgh law firm Turcan Connell, welcomed the change saying: «There could be major advantages for local firms throughout Scotland, and indeed the UK, with accountants, solicitors, financial advisers, surveyors and other professionals having the option of coming together to share overheads, whilst adding value to client services and helping to secure their survival through difficult times.»
But large commercial enterprises (in which I include insurers and large professional services organisations, as well as major corporates, banks and other financial institutions) need an effective and cost efficient civil justice system as much as anyone, to provide certainty by the adjudication of legitimate commercial disputes.
We have been able to place great candidates into the US market from magic circle UK firms, but also from outside the legal sector too — from financial services, insurance and other professional services backgrounds.
Damian also undertakes other liability work for major insurers, under public liability policies, including product liability cases and claims arising out of property damage.He has considerable experience of acting in claims against Independent Financial Advisers, investment managers, accountants, actuaries and other professionals associated with the financial services sector, as well as solicitors and insuranceFinancial Advisers, investment managers, accountants, actuaries and other professionals associated with the financial services sector, as well as solicitors and insurancefinancial services sector, as well as solicitors and insurance brokers.
If you are not familiar with Elite, it is a suite of products for law firms and other professional services firms that handle financial management, matter management, business development and risk management.
Practice head Hugh Evans has more than 35 years of experience handling high - value professional negligence claims on behalf of banks, building societies and other lenders; he leads a team that includes Adam Ibrahim who, in addition to heading the regulatory team in Leeds, has extensive experience handling financial services related professional negligence matters and is heavily involved in claims arising from the FCA's investigation into the mis - selling of derivatives and swaps.
Other key figures include Andrew Marsh, who has an extensive track record acting for employers, contractors and their insurers in the construction and engineering sectors; and Suzanne Wharton, who splits her time between Leeds and Manchester and focuses on high - value claims against solicitors and financial services professionals.
Our class action clients have included numerous financial institutions, national banks, mortgage servicers, professional and college sports leagues and teams / franchises, automobile, automotive and other consumer product manufacturers, food manufacturers, aircraft manufacturers, railroad companies, and a variety of consumer services companies, among others.
Law has become just as specialized as medicine, engineering, financial services or any other professional undertaking — arguably, more so.
By allowing lawyers to offer legal services in conjunction with other services (what are typically referred to as multidisciplinary practices, or MDPs), where the structure and all its professionals (psychologists, financial advisors,...) are subject to the ethical standards that apply to all law firms,
Professional liability is one of the three core areas of Peter's practice, the others being commercial dispute resolution (in particular, in the banking and financial services sector) and property litigation.
«Contribution» means both financial and in - kind contributions, such as goods, professional or volunteer services, advertising, and other types of assistance, which, if obtained by the recipient otherwise, would require a financial expenditure.
The study concludes that legal services providers would be disadvantaged disproportionately compared with the UK economy as a whole due to their reliance on intermediate demand from other sectors likely to be adversely affected, particularly financial and other professional services, and from resulting lower levels of business investment.
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