Sentences with phrase «recommendations of advisors»

And when she encountered the articulate dreamer Christopher Columbus, she chose to financially support his expeditions against the recommendations of her advisors.

If Premier Clark embraces the recommendations of the advisors she chose and appointed, British Columbia will regain its position as a Canadian and global climate leader.

Note that the firm itself is party to the contract, and that it assumes liability for the recommendations of advisors.

Not exact matches

Turns out, the advisors repeatedly share some of the same recommendations with startup entrepreneurs.

How Much to Save The standard recommendation from financial advisors is to save 10 percent of your income.

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.

There, that's 50 % stocks, 50 % bonds, with 30 % of the stocks international — consistent with typical advisor recommendations for holding international stocks.

Neither the Company, nor the Company's Board of Directors, nor NexPoint Advisors, L.P., makes any recommendation as to whether to tender or not to tender any Shares in the Tender Offer.

Given the severe impact to annuity consumers - higher costs for advice and shortage of annuity advisors to provide education and recommendations - that will result if the Department of Labor's Rule is issued as proposed, a clearer understanding of the IRA consumer is warranted.

To make impartial rollover recommendations, financial advisors must consider the fees, services and investments of both the participant's 401 (k) plan and IRA.

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.»

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.

Now that it has become clear that sales and recommendations with respect to fixed indexed annuity products will cause an advisor to become subject to the final Department of Labor (DOL) fiduciary rule, the real question has shifted to what advisors need to know in order to continue selling these popular products.

«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.»

Fixed indexed annuity (FIA) products will now be subject to the best interest contract exemption (BICE) of the DOL final fiduciary rule, meaning that the advisor will be required to act as a fiduciary with respect to recommendations provided in connection with these products.

No matter how much training an advisor gets, he or she will almost never have the time and / or resources required to perform research with enough rigor to fulfill the Duty of Care when making investment recommendations.

Upon request, the advisor will provide a list of all recommendation made during the past twelve months.

Even a study that purports to show that proxy advisor recommendations are not as influential as some contend finds that the advisors drive 6 to 10 % of the vote.

In an analysis of the DOL's fiduciary proposal, they said, «BICE would provide an exemption permitting broker - dealers to receive variable and indirect compensation based on their advisors» non-discretionary recommendations.

As discussed above, the BICE is the primary means of relief for advisors who provide rollover recommendations under the new fiduciary rule.

«It's going to be very difficult to make the case that an advisor failed to make a prudent recommendation case as opposed to a failure to have procedures that prevent conflicts of interest,» notes Bullard.

How can advisors be sure their investment recommendations will satisfy the fiduciary rule and meet the duty of care?

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

While the Department of Labor has not provided specific guidance about exactly how advisors fulfill fiduciary duties while making investment recommendations, we think it means advisors need to rely on research that is (1) un-conflicted and (2) inarguably in the best interest of clients.

Forms of compensation that do not qualify is any compensation that incentivizes the advisor to make the specific recommendation — like trips, awards programs, productions bonuses, and marketing dollars based on production or performance.

At the heart of the fiduciary duty and specified under the BICE for variable and indexed annuities and Exemption 84 - 24 for fixed rate annuities is the requirement that any recommendation to move (or keep put) qualified money must meet «Impartial Conduct Standards» and triggers the fiduciary duty of the advisor.

Because non-fiduciary advisors are free to recommend over-priced investments under the suitability standard, 401 (k) plan sponsors must independently evaluate their recommendations for fee reasonableness and conflicts of interest.

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.

As business advisors, we are not emotionally attached or financially attached to your firm, so we can provide you with a roadmap of action steps needed to help you increase your firm's business success using your company's current core competencies and known industry best practices without personal attachment to the recommendations.

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.

The study found more than a third of Americans (34 percent)-- and more than half of Millennials — are likely to ask for recommendations for an insurance agent or financial advisor on social media.

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

At our live shows, virtual events, and MoneyShow.com, we connect these brilliant thinkers and their opinions directly to individual investors, traders, and advisors globally, providing them an abundance of specific advice and recommendations with which to make timely decisions.

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.

Recommendations from the findings of the AWSNA Pedagogical Advisors» Colloquium.

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.

In 2012, the President's Council of Advisors on Science and Technology issued a report with its recommendations for boosting manufacturing investment and innovation.

Intent on integrating more science and technology into the making of foreign policy, he funded a 1999 study with the National Academy of Science (NAS) and urged the recommendation of an appointment of a science and technology advisor to the U.S. Secretary of State.

I had been an undergraduate at Northwestern, and my college research advisor, who had just written a dozen or so letters of recommendation in support of my residency applications, had discussed my career goals with Northwestern's chair of pathology.

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 panel included five contributors to a President's Council of Advisors on Science and Technology report on drug innovation, which in 2012 offered a list of recommendations for improving the drug approval process.

Prof. Macek is national coordinator of Orphanet, active member of Eurogentest, has been the chief advisor of the Czech EU Council Presidency under which the EU Council recommendation on an action in the field of rare diseaseswas adopted in June 2009.

This Article and content are not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action; readers are strongly urged to speak with their own investment advisor and review all of the profiled issuer's filings made with the Securities and Exchange Commission before making any investment decisions and should understand the risks associated with an investment in the profiled issuer's securities, including, but not limited to, the complete loss of your investment.

But Collins formally rejected 47 lines — 42 of which are disease - specific — following the recommendations of a group of external advisors reported in last week in Nature (see: Diseased cells fail to win approval).

67) PAYING BILLS — Teaches how to budget, how to manage weekly paychecks to pay monthly bills, bill charts, financial advisors percentage recommendations, how to write a check / use an ATM, organization of bill - paying tools.

Offering students and families the services of an advisor as they consider transitioning to a full - time virtual school to help them better understand their options and goals is another recommendation I would add.

Moreover, the report draws many of its recommendation from the United Kingdom, where its lead author, Michael Barber, once worked as an advisor on education to former Prime Minister Tony Blair.

The Council will reveal its preliminary recommendations for overhauling Arizona's K - 12 finance system on Sept. 22 after spending this summer exploring various aspects of school finance and meeting with consultants and advisors, including the Arizona Charter Schools Association and Center for Student Achievement.