Sentences with phrase «part of our advisory service»

As part of our advisory service, however, we conduct a more comprehensive analysis of a client's financial situation - also looking at a client's debt, tax wrapper usage and already invested amounts to provide the client with a recommendation regarding a suitable investment solution, restricted to the Scalable Capital portfolios, as well as the correct tax wrapper for their situation.

Not exact matches

For his part, Barry Glassman, CFP, founder and president of Glassman Wealth Services, pointed out that it's crucial the financial advisory community — dominated by older white men — evolve to better serve and ever more diverse U.S. market.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Dr Harris accused the home secretary of confusing the roles of full - time advisor within the civil service and Prof Nutt's «unpaid, part - time» advisory role.

In support of this, as adults we should endeavour to equip young people with the knowledge and resources to be able to protect themselves against STIs, unintended pregnancy and their consequences; earlier advertising of condoms and pregnancy advisory services will be a step forward in meeting this aim and may contribute to lowering high rates of teenage pregnancy as part of a concerted strategy.

ORIGINAL COLLECTORS CAR 2002 Audi RS4 Quattro Avant, Misano Red, 12 months mot with no advisories, 12 months AA warranty, free mot's for life, stunning condition throughout, 125k with an impressive documented service history, full spec model including, satellite navigation, full black heated Nappa Recaro leather interior, 6 speed manual, 2.7 V6 Bi-Turbo with 380bhp, 0 - 60 in 4.9 seconds and a limited top speed of 155mph, alloy wheels, air bags, 6 disc cd changer, armrest, electric sunroof, electric windows, electric mirrors, remote central locking with 2 keys, isofix seats, carbon fibre inserts, all servicing receipts included, owned and maintained by a Bosch technician for years so when this car has even hinted that it needs something its been done, maintained regardless of cost, the car has had all the usual requirements done (exhaust cams, 2 x chain tensioners, 2 x chains, air flow sensor, spider hose, 2 x exhaust sensors, rear diff, cambelt x 2, water pump x 2, thermostat), phenomenal performance from a car that in it's day would beat Porsches and Ferraris, totally original unmolested standard car, never modified or abused, this is an extremely rare Misano Red 2002 model (1 of 12 cars) so please when pricing these up do not compare it to the common 2000/2001 models, set to rapidly increase in value over the next 5 years this is an incredible opportunity to acquire a rare 2002 RS4 cult classic in fantastic condition, it has just had a 450 valet with receipt to prove, stunning car, from what we have currently seen this is one of the best out there and the only 2002 model currently for sale in the world, any questions please do not hesitate to ask, serious investors only, first to see will buy, part exchange welcome, debit and credit cards accepted, finance arranged, nationwide delivery available, 22,995

CIBC Asset Management Inc. (CIBC Global) has been designated the responsibility for day - to - day investment decisions with respect to the investment advisory and portfolio management services of investments that are part of the PPS program.

Form ADV Part 2 acts as a disclosure document for clients of the business and includes information such as advisory services offered, advisor's fee schedule, whether the investment advisor acts as a broker - dealer and transacts securities, disciplinary information, and conflicts of interest.

The second part requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser's fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser.

Information pertaining to SoFi Wealth's advisory operations, services, and fees is set forth in SoFi Wealth's current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.

Information pertaining to IFA's advisory operations, services, and fees is set forth in IFAs» current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.

My position on the advisory board of Aira has given me the opportunity to speak at the most recent NFB convention, take part in the AT&T Experience More campaign, and contribute to the expansion of Aira's services.

As part of the company's growth, InvoicePrep is also expanding its consulting and advisory services.

Maravela Asociații «s affiliated tax advisors provide innovative and practical tax advisory and compliance services on a standalone basis and as an integrated part of the services rendered by the law firm.

Member firms of KPMG International are part of a global network spanning 150 countries offering advisory and technical services.

Jury consulting, trial technology support and litigation advisory services are now a bigger part of what we do.

It's not merely unbundling of current services and then charging for the disparate parts, it's creation of new value that needs not be rooted in pure accounting and financial advisory.

He is the editor of the popular Crypto Profit Trader service, an investment advisory that pinpoints winning crypto trends with a unique, three - part trading strategy.

Despite the fact that it's a pharmacy CV, it's probably too long to appeal to industry, and it might be better suited for an applicant aiming for a research position at a university, or for offering their services as part of a panel or advisory board

The report also asks if brokers should be allowed to offer advisory or assistance services for only part of the real estate transaction.