Sentences with phrase «professional fiduciary services»
Indexia Finance National Trust Bank provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.Trusts are often the outcome of a well - thought out estate plan.
http://www.indexiafinance.com/ Not exact matches
We must act now, to lay the foundation for a true profession of fiduciary investment and financial advisors, dedicated to the service of our fellow Americans, and granted by consumers the very attributes of trust and expert - level compensation which skilled professionals so justly deserve.
Note for Financial Professionals Fiduciary Investment Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financial Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financial services from an independent financial advisor.
CERTIFIED FINANCIAL PLANNER ™ professionals providing financial planning services also must abide by the fiduciary standard, as defined by CFP Board.
Helping the development of legal professions across all of those countries and having legal professionals who understand that they have public and fiduciary responsibilities to those who can't afford legal services and also to the broader issues of justice in the rule of law is critical.
His practice includes business agreements and contractual disputes of all kinds, banking and financial services related litigation, civil fraud, company, partnership and insolvency matters, property litigation, energy and minerals, fiduciaries and professional negligence.
Represented an executive of a global professional services company sued for tax fraud and breach of fiduciary duties in a high - profile matter.
Moreover, just weeks after St. Simons and RFF were decided, the ABA House of Delegates passed a resolution urging all «federal, state, tribal, territorial and local legislative, judicial and other governmental bodies» to support applying the attorney - client privilege to protect from disclosure «confidential communications between law firm personnel and their firms» designated in - house counsel made for the purpose of the rendition of professional legal services to the law firm» and to reject any claim that conflict of interest principles or the «fiduciary exception» undermine that claim of privilege.
No solicitor - client, legal advisory, fiduciary, professional, retainer of legal services or other relationship is created by accessing or otherwise using the website or by communicating with a lawyer by way of email or through the website.
Any dispute between us relating to our representation of you, including, without limitation, claims for breach of contract, professional negligence, breach of fiduciary duty, misrepresentation, fraud and disputes regarding attorney fees and / or costs charged shall be submitted to binding arbitration through the Cincinnati Bar Association, upon the written request of one party after the service of that request on the other party.
Just as professional insurance, and law society enforcement of quality of service, professional conduct, and the fiduciary duty are not part of business.
ALSs, (with the commendable but tiny exceptions of pro bono for small and short cases, and perhaps targeted legal services), do not provide a traditional solicitor - client relationship, involving a fiduciary duty that requires a lawyer to act in the best interests of the client, backed - up by a law society complaints department and every lawyer's mandatory professional insurance.
We work with the clients of the most vigilant financial professionals in the country to provide life insurance services under the rare and rigorous fiduciary standard of care.
Multifamily properties have historically provided the highest rate of return and less variance in rate of return than the average of all property types, according to the National Council of Real Estate Investment Fiduciaries, a group of real estate and financial service professionals whose primary interest is pension fund real estate investments.
The best professionals in your (formerly my) business do not necessarily become the most successful in terms of making big bucks; they simply become the most successful at providing the best fiduciary service for their clients, however much money they earn as the result... big difference my friend.
I've been able to add professionals to my referral network (lawyers, professional fiduciaries, real estate agents, mortgage pros, CPAs, and banks) simply by getting to personally know them during my board service.