Sentences with phrase «rely on advisors»

Unfortunately many international investors fall into the trap of buying many of these over-priced investments when they rely on these advisors for direction.»

Rely on an advisor if needed and prepare for your relationship to evolve.

He, too, relies on advisors.

It is great to rely on an advisor but it is equally important for you to know what goes behind the scenes.

Or do they also rely on the advisor to implement it?

Not exact matches

When building a company you are often blind to competition and other risks, rely on trusted advisors and members of your company to help you identify these potential gaps.

«I rely on one or more investment advisors who are compensated, at least in part, based upon sales commissions.»

Some rely solely on algorithms, others involve an online advisor or are a combination of both.

You need to cultivate a trusted network of advisors, mentors and peers you can rely on every step of the way.

Yet entrepreneurs benefit greatly from relying on a cadre of experienced advisors, operators and investors to ask the tough questions and challenge the CEO and management team.

The proposals of Trump advisors Peter Navarro and Wilbur Ross to rely on tax credits to augment infrastructure investment are a textbook case of the dangers of knee - jerk private sector reliance.

Like many advisors, her favorites are LinkedIn and Twitter, on which she relies to send clients birthday notes, or job change congratulations.

Instead, advisors have to rely on research providers for the information they need to make investment recommendations.

Workers today may be relying too heavily on their ability to generate future income, which is why many advisors often recommend that people use annuities to cover basic retirement expenses.

Now the new investor has a trusted advisor they can turn to (especially when the market collapses) and most importantly rely on for solid advice (if they need it in the future).

DOL concluded, however, «that when the fiduciary advisor was in the room, the committee would rely on his comments, rather than the recordkeeper's.

Many mutual funds rely on a network of financial advisors to sell its funds, and sometimes that is based on advisors» perception on these funds and their relationship and past experiences with the fund managers.

Note: We rely on technical advisors (Balaji, David, and Brendan) to help vet the technical competence of founders.

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.

The only smart advice is to never rely on a financial advisor, they have their own agendas.

While most of our competitors rely exclusively on intermediaries (advisors like yourself) for new business, Employee Fiduciary is contacted directly by plan sponsors every day looking for 401 (k) services.

In addition, the distribution model of relying on brokers or investment advisors for retail distribution is expensive.

To help advisors who haven't relied on insurance and annuity products in the past, JNLD also formed a team of regional advisory consultants, Jackson said.

Many financial advisors say relying solely on your savings means you're likely operating your business at a loss.

The ETC Trust and its managers or advisors may rely on the trading expertise and experience of third - party managers or advisors, the identity of which may not be fully disclosed to investors.

In the prologue of their 2013 book entitled Happy Money: The Science of Smarter Spending, authors Elizabeth Dunn and Michael Norton state: «When it comes to increasing the amount of money they have, most people recognize that relying on their own intuition is insufficient, spawning an entire industry of financial advisors.

Good advisors, if you're relying on one, should be considerate of downside protection.

But before relying on an BICE, advisors «have to acknowledge their fiduciary status,» said Eric Serron, partner at Steptoe & Johnson LLP.

Waldbeser also notes that one of the FAQs describes alternative sources of information that might be relied on in determining whether an IRA rollover is in a plan participant's best interest, where information about the specific plan isn't given to the advisor.

With the controversy over the site and substance of his proposed Islamic center now spanning the globe, the imam is relying on an informal cabinet of faith - based advisors, many of them Christian and Jewish, for crisis management advice and moral support during the most difficult public crisis of his life.

Bill Hammond takes AG Andrew Cuomo to task for relying on lobbyist Jennifer Cunningham as an unpaid advisor.

Then, my experience in community pharmacy trained me to keep a careful watch on finances, although I can rely on the considerable expertise offered by both the university and external advisors.

«The number of people involved is very large,» said David Hanrahan, chief technical advisor for Blacksmith, but many of those people rely on the polluting industries for jobs.

No one will hire him because he's either too drunk, too dishonest or too leftist to be relied on to take pictures of the various atrocities committed by right - wing death squads, left - wing guerillas or the American military - intelligence «advisors».

But with no funding to pay for advisors or coaches to oversee extracurricular activities, the school has to rely on teacher volunteers.

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.

We rely on our own assessment, feedback from ALLi Advisors and the wider author community, Internet research and sometimes mystery shopping to make our evaluations.

More so, we rely on our brokers, agents and advisors to tell us the right mutual funds to invest in.

In many cases, that means that advisors can no longer rely on the profits of loaded mutual funds or annuities to make money.

In 1995, Nate Pile started to recognize the fact that many investors were researching their own investments rather than relying on financial and investment advisors.

Clients should rely on their own advisors on these matters.

The only smart advice is to never rely on a financial advisor, they have their own agendas.

It is very important that before choosing any investments to consult directly with a financial advisor and not rely on online tools such as this one.

Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein.

Whoever wrote this article should consider that most Canadians don't know, don't want to know, or simply have no time to get to know more about finances and that's why they should rely on qualified advisors.

Each person has a different financial and risk profile, and each person should rely on their own research or consult their advisor when making investment decisions.

This way, you don't have to use a costly financial advisor or waste your time solely relying on a puny savings account to see any earnings.

Investors had no option but to take a leap of faith and rely completely on their advisors, putting their hard earned money at risk.

In such a case, relying on a robo adviser may be limiting, said Eric Godes, chief wealth advisory officer at Federal Street Advisors in Boston.

Presented by: Pro Market Advisors In this webinar, sponsored by Scotia iTRADE, and presented by Shawn Howell and Rick Swope of Pro Market Advisors, attendees will learn how newer traders using charts in their analysis often rely on technical indicators to provide them with a clearer picture of market activity.