Sentences with phrase «recommendations by advisors»

The education will help build greater awareness of the features, and that will trigger more recommendations by advisors — and more purchases by customers.

Not exact matches

They'll request and review a lot of documents, including communications with the public and the type and extent of client information gathered by the advisor in order to make their investment recommendations.

None of our clients use a stock broker and insurance agent — which means they aren't affected by the rule at all unless their plan's financial advisor gives rollover recommendations in addition to investment advice.

The new fiduciary standard mandated by the Department of Labor prohibits advisors from making recommendations that will cause compensation for their services to be more than «reasonable.»

In general, management makes the initial recommendation for the financial targets, and these recommendations are reviewed and discussed by the Committee and its independent advisors.

One of the things I liked about the personal report shared by Vanguard is that even if I decide not to move forward with their personal advisor service I am still able to take their recommendations and implement on my own across my portfolio.

«Any recommendation that generates a fee for the advisor... if you get compensation by virtue of the person leaving the money in the plan and you are advising them to keep the money in the plan, that's likely to be fiduciary advice.»

In general, management makes an initial recommendation for the goals, which is then reviewed and discussed by the HRC Committee and its independent advisors.

And, you can still sanity check many of the advisor's recommendations by running what if scenarios in a detailed online calculator.

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.

Many financial news sites, including The Washington Post, recommend finding a fiduciary advisor, as they are bound by law to make recommendations based on what is best for you, the client.

While Guided Investing is a robo - advisor, meaning client portfolios are shaped by market theory computer algorithms instead of actual humans, the knowledge behind the recommendations comes from Merrill Lynch.

At the end of two weeks, we received an in - depth report of recommendations and trends that Knit noticed while doing the study, written by sleep experts (in the Medical Advisors section) who are MD's and respected in their field.

Members of the Steering Committee are expected to review recommendations made earlier by the technical advisors of the First Ladies of Member States which was chaired by Mrs. Akufo — Addo and endorse them for further discussion at the General Assembly Session of OAFLA for approval.

The County Manager performs research tasks as assigned by the Legislature and submits recommendations regarding any modifications needed for more efficient governmental operations and serves as chief advisor to the Legislature in the development, implementation and ongoing modification of policies and procedures.

But education leaders caution that those recommendations, by the President's Council of Advisors on Science and Technology (PCAST), are deceptively challenging and will require overcoming steep obstacles at the thousands of U.S. colleges and universities that educate the next generation of workers.

The posted material is NOT a recommendation by Interactive Brokers (IB) that you or your clients should contract for the services of or invest with any of the independent advisors or hedge funds or others who may post on IB Traders» Insight or invest with any advisors or hedge funds.

An advisor can help by providing a savings goal, investment recommendations, and a roadmap to help you understand when you can claim financial independence.

Canadian Financial Advisors Face Real Impact From Client Mental Health Issues Research unveiled by Bridgehouse Asset Managers shows that client mental health issues have a negative impact on financial decision - making; the company is seeking industry support for practical recommendations to help advisors and their Advisors Face Real Impact From Client Mental Health Issues Research unveiled by Bridgehouse Asset Managers shows that client mental health issues have a negative impact on financial decision - making; the company is seeking industry support for practical recommendations to help advisors and their advisors and their clients.

Readers should not consider statements made by the author (s) as formal recommendations and should consult their financial advisor before making any investment decisions.

A while back, many people looking to invest their savings would simply walk into a bank and invest in products based on the recommendations made by the bank's advisor.

My recommendation is to begin by reading chapters 1,2, and 3 on financial planning and choosing a financial advisor, then proceed through the rest of the chapters, reading about the toppis that are most pressing to you right now.

Because robo - advisors provide an automated process for investing based on your goals, they can help you avoid emotionally driven decisions fueled by headlines, market highs (or lows), friend recommendations, and gut feelings.

We can also provide a trustworthy second opinion and recommendations for improvements if you have a retirement plan developed by another advisor or provider.

Similarly, some asset - based advisors may not love the recommendation to draw down on RRSPs or RRIFs early (in your 60s) in order to maximize CPP benefits by waiting to collect them at age 70.

The use of the Calculator by a financial advisor does not constitute an endorsement or a recommendation by ASIC of any products or services or of any third party products or services offered by such financial advisor.

BTW, my primary product recommendations are mutual funds offered by Dimensional Fund Advisors.

In addition to a detailed analysis of the options proposed by the Special Advisors, the WAC / Parkdale report provides specific recommendations on the sweeping changes needed for Ontario's labour laws (Employment Standards Act & Labour Relations Act) to more effectively address low waged and precarious work conditions.

At the conclusion of the consultation period, the Special Advisors will consider public feedback and provide their recommendations to the Minister — which may include proposed legislative reforms to the LRA and the ESA — by way of a final written report.

The report, written by special advisors Michael Mitchell and John Murray, states that the recommendations are «aimed at creating better workplaces in Ontario, where there are decent working conditions and widespread compliance with the law.»

Strengthen client relationships by actively communicating clients on behalf of advisors to deliver investment recommendations, resulting in client royalty and trust.

Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions.