Sentences with phrase «other wrap accounts»

The account is then managed separately from all other wrap accounts, but is kept consistent with a model portfolio suitable to clients with similar objectives.

Not exact matches

For finances, accounting, and a whole bunch of other things that are too complicated for me to wrap my head around, I hire talented and inspiring people to lead.

But with the advantage of owning a variety of mutual funds and other investments come the obligation of many hidden fees, such as expense ratios and transactions costs of the funds in the wrap account.

Pinterest is speckled with accounts of coffee scrubs and wraps working for reducing cellulite and loose skin, and like the other remedies, it is at least worth a try.

Other investing fees include: wrap fees, up front sales loads, back end redemption fees, account maintenance fees and more.

Decide early how much you plan to spend per person, and take into account gift wrapping, shipping, and any other expenses.

Schlenker had told them to sell the insurance policies they had on the kids, cancel their expensive wrap account, build a portfolio of index funds, and given them many other tasks, each one requiring dozens of forms to fill out, lots of phone calls and likely, a fair bit of stress.

The second principal feature of a stable value fund is a «wrap contract» issued by an insurance company or other financial institution that provides a guaranty that investors will receive the «book value» of their account, the value of their initial investments plus interest accrued at certain intervals of time that reflects the performance of the underlying bond fund.

The term wrap account often is used to describe an arrangement between a client and the client's dealer whereby the dealer agrees to be compensated through a fixed annual fee from the client (usually calculated as a percentage of the value of the client's account) in lieu of all other forms of compensation including commissions, service (trailer) fees and other fees.

Other savings, bonds, savings accounts, etc., will be wrapped up with the estate and subject to taxes.

Apply knowledge and experience of working with a wide variety of banking and financial products as well as services like mutual funds and wrap and other financial accounts to build rapport with clients and promote organizations financial solutions based on customer needs.

Greet customers as they arrive at the store and provide them with information about products and / or services Respond to customers» complaints and resolve their issues Take payment in exchange of items sold Bag, box and wrap purchased items Identify prices of goods using memory or scanner Enter transactions in the cash register and provide customers with the total bill Sort and count currency and coins Issue receipts and change to customers Count money at the end and beginning of each shift Process exchanges and refunds Ensure that all checkout counters have enough cash Process credit card and check payments Weigh items and determine prices of the same Issue trading stamps and gift cards Perform the duties of customer service representative when required Maintain periodic sales reports and spreadsheets Assist in stocking shelves, rotating merchandise and marking prices Ensure management of daily cash accounts Maintain periodic transaction reports Ensure maintenance of check out areas Resolve customer complaints in a proactive manner Open and close tills Train other staff members to work as cashier Maintain knowledge of store inventory and sales activities Keep the work area tidy and clean.