Sentences with phrase «placed on advisors»

In addition, institutions should ensure that restrictions placed on advisors are contained in school policies and advisor forms.

By placing them on your advisor board, you are hoping that some of that credibility will rub - off on your start - up.»)

The program requires that language expressing adherence to Best Practices be placed on the advisor's ADV Part II, and the specific requirements of the Best Practices Code be placed on the advisor's website.

Not exact matches

No representation or warranty, express or implied, is or will be made by SES, its directors, officers or advisors or any other person as to the accuracy, completeness or fairness of the information or opinions contained in this presentation, and any reliance you place on them will be at your sole risk.

«It was exactly the right prize for Kickboard at the time,» Medbery says, noting it's «near impossible» to place a price tag on the insights she gleaned from the financiers and business analysts she met — not to mention the relationships she forged with potential investors, advisors and senior leaders at the region's public schools.

While almost every small business has a formal board of advisors in place, establishing a personal advisory board can prove invaluable to entrepreneurs on both a professional and personal level.

While my personal investments should never be considered trading advice, I did place two additional purchase instructions for Strategic Growth last week due to the pullback - one on Thursday for purchase on Friday, and another on Friday for purchase on Monday (I invest regularly in the Fund, which is not dilutive since I regularly put new money to work, and I believe it is in the interest of shareholders for advisors to invest in the funds they manage.

InvestorHome, maintained by financial analyst and advisor Gary Karz, is one of the best landing places on the investing Internet.

He is also the author of several IGOPP policy papers, which offer new perspectives on a range of controversial issues including: Dual - class voting shares, Corporate Citizenship, The place of women on boards of directors, Say - on - Pay by shareholders, The Gordian knot of executive compensation, The Troubling Case of Proxy Advisors, among others.

Robbins» epiphany came in the nick of time considering that the DOL rule is due to be released Wednesday, inevitably placing a premium on advisors who toe the fiduciary line, says Michael Kitces, writer of Nerd's Eye View.

Over that time, FSI has carved out a place in the industry as a vocal advocate for financial advisors, and Brown has appeared on our list six times.

They place greater value on the level of interest the advisor takes in providing them with appropriate advice — value is driven by the advisor taking the time to understand their needs and goals (45 % of women versus 36 % of men), being responsive to their questions (42 % versus 37 % of men) and being able to explain financial matters in an understandable way (44 % versus 33 % of men).

If you want to place restrictions on your gift, as might be the case when you're giving stock to minors or young adults, you could set up a custodial account (commonly known as UTMA or UGMA) or work with your tax and legal advisors to establish a trust fund.

«There's a lot of confusion about that,» said Shimon Shkury, president of Ariel Property Advisors, which took 12th place on this year's ranking with $ 420.9 million.

The National Security advisor to the president Baba Kamara is heading the unit and has been tasked to coordinate all security measures put in place to avert any terrorist attack on Ghana.

«It comes down to a very basic concept: if we have gotten legal guidance on how to proceed, and it was respecting the confidentiality of private conversations, there's still a place in this world for getting private advice from an advisor,» he said.

In terms of the signal you send to your advisor about the priority you place on your own graduation, planning to finish your dissertation on the plane to Fiji doesn't make it seem like your degree is your top priority.

Holt said that climate change was selected as the inaugural training topic, under the Leshner Leadership Institute, because «the problem is both pressing and timely» - coinciding this year with the United Nations Climate Change Conference set to take place in Paris; the 50th anniversary of the first climate - change statement by the President's Council of Advisors on Science and Technology; and President Barack Obama's proposal to cut greenhouse gas emissions.

«This potential mismatch in timing could significantly diminish the usefulness of vaccination for mitigating the epidemic and could place many at risk of serious disease,» predicted the President's Council of Advisors on Science and Technology in a report the White House released on 24 August.

Glendale, AZ About Blog I am a self - proclaimed Christian ambassador, beauty enthusiast, relationship advisor, and a family woman who believes that were placed on this earth to love ourselves, God's Kingdom and others.

Reflect With Your Students After the Interview: Big Picture students have one - on - one meetings with their advisors to let them know what they've learned, what the interview was like, and whether or not it's a place they want to explore further.

In contrast, McCrory's senior education advisor, Eric Guckian, said that when determining whether or not to continue the state's support of NCCAT, the professional development model they wanted to rely on was to take place within the walls of the classroom.

And an even more recent FOI request about a meeting that took place between Commissioner Pryor, former Malloy advisor Roy Occhiogrosso and a corporate education reform lobbying group called the Connecticut Council on Education Reform remains unanswered.

Total return indices, on the other hand, are often quietly downloaded and placed in a chart halfway through a financial advisor's presentation.

She wasn't just bothered about the loss — she was also angry that the advisor had purchased the stock in the first place, since she wasn't interested in speculating on junior resource companies.

A new survey from Dimensional finds investors place a high value on the sense of security they receive from their financial advisor relationships.

With an increased emphasis being placed by many investment advisors on so - called «tactical» managers, as well as other «alpha - generating» trades, it's not surprising, though somewhat disappointing, that simple beta often gets ignored.

FFCM is currently co-portfolio advisor of AGF U.S. Sector Class, a fund designed to participate in rising markets while placing an emphasis on minimizing drawdown and preserving capital during market declines.

The best course of action for a long - term investor is to choose an advisor wisely, put an excellent investment plan into place, and only check - in on what's going on very occasionally.

Based on how you answer these statements, Ally Invest Advisors places you in one of five portfolios ranging from conservative to aggressive.

Perhaps the most important job of a financial advisor is to get their clients in the right place on the efficient frontier in their portfolios.

All Personal Advisor Services users are granted access to human advisors, placing the service at a price advantage over a competitor such as Betterment in this regard, as Betterment's on demand advisor access fee is.50 %.

To the US Academy, graduates» blood is on your hands — yours and all your minions», in their infinitely variable guises (the loan officers and administrators, high school advisors who push - push - push college, university faculty and administrators who ply with spoken promises of a far better tomorrow post-graduation, and the online «experts» who keep parroting the hackneyed, specious line that college grads earn more (that, I'm confident, is an illusion of the social backgrounds of those who're employed, as the immensely wealthy father of a good friend of mine pointed out when he recently commented when I shared with him about the job insecurity - college degree paradox that he'd simply «manage my children's trust funds and get them placed at friends» companies.»

Glendale, AZ About Blog I am a self - proclaimed Christian ambassador, beauty enthusiast, relationship advisor, and a family woman who believes that were placed on this earth to love ourselves, God's Kingdom and others.

If you are a member and have a litter and would like to place it with our puppy advisor please use our contact page or click on the form below:

Manage your finances, pay bills, contact your advisor, even place trades anytime, anywhere you choose through the secure site on ameriprise.com.

Overall much better than our high expectations and certainly deserve the 5 star reviews on trip advisor, the people make this place great and I couldn't imagine a better way to run a surf camp.

Glendale, AZ About Blog I am a self - proclaimed Christian ambassador, beauty enthusiast, relationship advisor, and a family woman who believes that were placed on this earth to love ourselves, God's Kingdom and others.

Virtuoso has polled its travel advisors on the top places to celebrate New Year's Eve, both in the United States and worldwide.

More than 40 years later, his granddaughter Alexandra Cousteau, who serves as a senior advisor to Oceana, has returned to Belize several times and has noted that unlike many of the other places she has traveled to cover the course of her expeditions with her father and on her own, Belize's marine environment remains in pristine condition, with very little changes and damage to its eco-system.

Henry has lectured extensively on the role of art in public places and has been a board member, advisor and curator on this topic.

«Given the potential reputational and financial risks of non-compliance, it's crucial that financial institutions place a high priority on meeting compliance deadlines in all jurisdictions in which they do business,» said Michael Plowgian, a principal in the International Tax practice of KPMG LLP and former senior advisor at the OECD.

Glendale, AZ About Blog I am a self - proclaimed Christian ambassador, beauty enthusiast, relationship advisor, and a family woman who believes that were placed on this earth to love ourselves, God's Kingdom and others.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

This blog will offer a place for the Center's council members, staff, special advisors, and other guests to share their thoughts on the changing nature...

Similarly, it is possible to set up joint accounts with financial institutions, investment advisors, banks etc., with account agreements with such institutions that have the effect of placing sole ownership in one of the joint owners on the death of the other.

This is a shame as career offices are great places to talk to major - specific career advisors (most all colleges will offer career resources for a specific major), receive one - on - one help to craft a resume, cover letter and prepare for an interview and get answers to questions students didn't even know they should ask.

Make the time to talk to your academic advisor and visit these places while you're still on campus.

On the second day, the panel of accomplished and wise Aboriginal women (led by senior federal advisor Kerrie Tim, with Eileen Cummings, June Oscar AO, and Karen Nangala Woodley) was also a standout because it reminded us how important it is that we acknowledge that our research is taking place in a context of a colonised white Australia, and that white research has long been used to entrench racism and sexism in Aboriginal communities, rather than to enhance understanding and bring about transformative social change.

Houlihan - Parnes Realtors LLC and Q10 New York Realty Advisors LLC placed a $ 1.2 million first mortgage on a Kentucky Fried Chicken restaurant and Clean City laundromat in the Bronx.