Sentences with phrase «provided by your advisor»

In our evaluations, we examine regulatory records, internal company documents, and 100 - plus points of data provided by the advisors themselves.»

Guidance and support provided by advisors to parents in the early years of a child's life can make all the difference.

Not exact matches

By limiting the number of new clients accepted each year, your advisor demonstrates the ability to provide each client with personalized service.

While advisors can (and should) take a startup to the next level by providing valuable insight, not all are created equal.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited purpose trust company.

Links to other websites or electronic media controlled or offered by Third - Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users.

The contract must clearly disclose any conflicts of interest that do exist, and must give the client instructions as to how he or she can obtain online access to compensation arrangements entered into by the insurance carrier (the final rule, however, provides for a streamlined disclosure pursuant to which individualized information about specific advisors need not be listed).

To assist the Advisor in managing the Company and its subsidiaries, the Advisor may provide services via TriLinc Advisors International, Ltd. («TAI»), a Cayman Islands exempted company that is wholly owned by TriLinc Advisors, LLC.

Called FidelityConnect, it provides advisors with a complete book - of - business snapshot of all their defined contribution plans administered by Fidelity, and improves on plan - level analytics, the firm said in its announcement.

«Financial advisors should go one step further by providing education and financial literacy advice on skills such as budgeting, saving, credit and more,» Roley added.

«Financial advisors must establish the relationship with recurring, proactive communication that shows value by providing advice relevant to the individuals» current needs and interests,» said Robert Roley, managing director at SS&C Advent in New York City.

Support the branch financial advisor by providing client service, assisting with projects, and performing office administration duties.

This presentation may not be reproduced for, disclosed to or otherwise provided in any format to any other person or entity (other than your professional advisors bound by obligations of confidentiality) without the prior written consent of BlackRock.

He will assist GSE in helping to provide insight to clients and Financial Advisors based on his first - hand experience with the financial opportunities and challenges encountered by professional athletes.

Curvo Labs, which provides software solutions to manage clinical expenses for hospitals, announced a $ 900,000 raise led by Elevate Ventures and recently - appointed advisors.

I'm all for a solution (KISS preferably), but am fearful that those not in the industry day - by - day have the ability to provide a solution that the ethical brokers and advisors in the industry would consider as truly benefiting the client... The unfortunate truth is that cheats and dishonest brokers or advisors will always cheat and fleece the clients...»

The compensation consultant (s), outside counsel and any other advisors retained by, or providing advice to, the Committee (other than the Company's in - house counsel) shall be independent as determined in the discretion of the Committee after considering the factors specified in the Rules of The Nasdaq Stock Market, Inc..

The Approved: May 23, 2014 Committee is not required to assess the independence of any compensation consultant or other advisor that acts in a role limited to consulting on any broad - based plan that does not discriminate in scope, terms or operation in favor of executive officers or directors and that is generally available to all salaried employees or providing information that is not customized for a particular company or that is customized based on parameters that are not developed by the consultant or advisor, and about which the consultant or advisor does not provide advice.

While the new DOL rules are principles based and do not provide discreet instructions as to what advisors should do to fulfill fiduciary duties, industry executive David Trainer said advisors can not lose with clients or regulators by incorporating research into their practice that is «inarguably in the best interest of clients.»

Information Safeguarding Cumberland Advisors will internally safeguard your nonpublic personal information by restricting access to only those employees who provide services to you or those who need access to your information to service your account.

By providing management and financial advice, this robo - advisor is ideal for the person who is looking to invest but has no idea how to do so.

This information is provided as general assistance and is not intended to replace tax information provided by the Internal Revenue Service or a recipient's own tax advisor.

Do financial advisors systematically add value by providing information to, and tempering the irrationalities of, individual investors?

Let's look at the costs of an actively managed portfolio designed by a financial advisor to provide higher returns with lower volatility than the corresponding benchmark.

«Vestwell's mission to make retirement plans affordable and accessible for all investors is reflective of our own hope: to empower fearless investing by providing investors with their true risk tolerance, and helping advisors align portfolios in the best interests of their clients,» said Aaron Klein, CEO of Riskalyze.

We think wealth management firms and advisor should look for technology that puts power back in the hands of advisers by providing insights that robos and self - directed traders can't match.

While the new DOL rules are principles based and do not provide discreet instructions as to what advisors should do to fulfill fiduciary duties, we think advisors can not lose with clients or regulators by incorporating research into their practice that is:

The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by PNC Capital Advisors, LLC.

Noble Bitcoin was born out of a feeling shared by co-founders Charles Thorngren and Collin Plume that the advisors in their industry were becoming less honest and more interested in lining their own pockets than providing clients with real value.

The advisory services offered herein are provided by VAI, a federally registered investment advisor.

Forbes Top Next Generation Wealth Advisors list — Data provided by SHOOK ™ Research, LLC.

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).

«At RBC Global Asset Management, we continually strive to meet the evolving needs of our clients by providing them with new and innovative investment opportunities,» said Doug Coulter, president of RBC GAM Inc. «Investors and advisors are increasingly looking for well - diversified investment options and we are pleased to leverage our depth of expertise in emerging market currencies with this new fund.»

These experts can help make your conversations with your other professionals, such as your tax advisor and attorney, more effective by providing guidance on key issues.

Broker - dealers that receive variable / indirect compensation on the basis of participant advice provided by affiliated advisors will need to evaluate the risks and costs associated with BICE versus other available exemptions.

Investment Advisory Services provided by 3rd party NewRetirement approved firms such as CAM Investor Solutions, an SEC registered investment advisor.

Our pioneer fund, iTech Fund I, LP was established in Y2011 and is supported by iTech Advisors Limited investment team which provides advisory and supervisory services over its assets to the Fund.

This means that you pay for just the time your advisor works with you or for you, just like the as - needed, professional services provided by your doctor, dentist, attorney or CPA.

Morgan Stanley Smith Barney LLC («Morgan Stanley»), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not «fiduciaries» (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley.

Franklin Templeton's Own Your Future program is designed to empower women to take control of their finances by providing resources that can help you feel confident when searching for the right financial advisor for your needs.

Hallett is a life insurance Brokerage General Agency (BGA) that has been helping licensed insurance advisors protect individuals and families since 1990 by providing customized life insurance quotes, case designs, and case management services.

This oft - repeated mistake is presumably based on the necessary but incomplete help provided by U.S. air support and a few special forces advisors attached to Afghan anti-Taliban resistance.

Now in its 11th year, VinQuest research conducted by wine industry advisors VinterActive LLC in partnership with Wine Industry Network and leading winery associations across the country, collects and analyses key DTC performance data to provide valuable insight into consumer direct wine sales trends.

Chapters include: The Role of The Doula, Home Visiting, Providing Care with Caution: Protecting Health & Safety in The Home & Car, Honoring Postpartum Women and Teaching Self - Care, Easing Postpartum Adjustment, Appreciating Your Clients» Cultural Diversity by Karen Salt, Supporting The Breastfeeding Mother (Donna Williams & Opal Horvat Advisors) Newborn Basics: Appearance, Behavior, and Care, Offering Support to Partners and Siblings, Unexpected Outcomes: Caring for The Family at a Time of Loss, Nurturing Yourself by

Last week the Fabian Society published an anonymous essay by a group of former Labour advisors which provided a damning but insightful critique of the failures of the Miliband years, and the challenge facing his successor.

PNP's funding has been provided by Birmingham Technology Fund (managed by Greer Capital Advisors) and Phase I Holdings LLC (managed by John C. Lankford, Ph.D.), with co-investments by Southern Research Institute, UAB - affiliated foundations and local private - equity investors.

The purpose of this Gift Acceptance Policy is to define the practices and policies governing the acceptance of gifts by NEA and to provide guidance to prospective donors and their advisors when making gifts to NEA, so as to facilitate the gift - giving process.

Our vision is to build and foster trust with advisors and their clients by providing creative solutions to complex retirement and actuarial problems, responsive service, and accurate, reliable results.

The threatening invasion of the mighty Spanish Armada is the dramatic centerpiece of the film, which provides plenty of outlets for Kapur's blood - and - thunder penchant, as does all the conniving intrigue going on in Elizabeth's court, replete with gory moments of torture presided over by Geoffrey Rush, happily reprising his role of Sir Francis Walsingham, ruthless advisor to the Queen.

There was also praise for the support provided by local authorities and Attainment Advisors in schools.