Sentences with phrase «relying on the adviser»

Ken was thoughtful and gentle instead of brash, measured instead of impulsive, and relied on advisers (such as John A. Tory, the lawyer and father of Toronto mayor - elect John H. Tory) instead of his gut.

A clear standard should require that an adviser's compensation not depend on any transaction where a client is relying on the adviser's counsel.

Economic theory that predicts harmful market failures due to the information asymmetries that are present when ordinary investors rely on advisers who are far more expert than them, but highly conflicted

Bernard Jenkin, the Conservative chair of the committee, said public confidence relied on the adviser on ministers» interests demonstrating independence from the government.

If you rely on an adviser or investment service for investing help, you'll also want to see if you can reap some savings there too.

Not exact matches

Judge Barbara Houser ruled that there was «clear and convincing evidence» Sam Wyly committed tax fraud, rejecting his arguments that he relied on professional advisers to vet the offshore system.

The model itself isn't so hard to understand: robo - advisers rely on automated software to create investment portfolios and give clients advice on investment options.

Additionally, after June 9, 2017 until at least January 1, 2018, financial institutions and advisers relying on the BIC Exemption and Principal Transactions Exemption to engage in covered transactions would have to satisfy only the Impartial Conduct Standards of those exemptions.

It also has concerns about the extent to which institutional investors in Canada rely on proxy advisers» recommendations.

The core risk here is that without a disciplined policy process or knowledgeable advisers, Trump is left to rely on his own instincts on this subject, which are strangely unsound.

In discharging these obligations, directors are entitled to rely on the honesty and integrity of the Company's senior executives and its outside advisers and auditors.

Even before the 2008 - 2009 recession, financial advisers were warning that some baby boomers were carrying too much debt, saving too little, and relying too heavily on Social Security to retire comfortably.

Political leaders rely heavily on advisers to help them set priorities.

Gilligan wrote a series of critical articles, often relying on inside information, which questioned Ken's probity and, more importantly, that of his close advisers.

The latter, aged 66, may well lead the party, but most important offices of the state are now in the hands of his younger colleagues using a different language and relying on different political advisers than Kaczyński.

Criticisms of Cameron include relying too heavily on an inner group of advisers - «the chumocracy» - who he had known from school or university.

He said, «Our legal adviser said NEC relied on powers conferred on it by Section 13.3 of the party's constitution.

Though the country has relied on U.S. advisers for strategic messaging, political parties lack the experience in organizing a professional ground game and have usually relied on street - corner activists and salaried party operatives at local branches.

The White House is relying on a sweeping interpretation of executive privilege that is rankling members of Congress on both sides of the aisle as current and former advisers parade to Capitol Hill for questioning about possible connections with Russia.

Despite this, the Information Minister, The aL - hAJJ has gathered, is not oblivious of how President Akufo - Addo's advisers, mainly from his Akyem clan, have relegated him to the background and are relying on his deputies to run the Ministry.

As mayor of London, he relied heavily on a team of competent deputies and advisers to run the show, while he dashed from photo shoot to photo shoot, cheerfully taking credit for the hard work done by City Hall's army of bureaucrats.

The position of principal scientific adviser (PSA) has taken on greater prominence under Modi, who has disbanded other science advisory bodies and has tended to rely on the science adviser and science and environment minister for technical advice.

According to Philip Coyle, senior adviser for the Center for Defense Information and the Defense Department's top technology tester during the Clinton administration, in recent years the Pentagon has increasingly relied on information.

Though she spent the last four years working in the White House on a variety of issues that included health care, immigration, welfare reform, and the environment, Ms. Spellings has long been the president's most relied - upon adviser on education.

It includes class sizes of not more than 17 students, a curriculum that relies heavily on adult mentors and trained educational advisers, and a customized learning program to fit a student's strongest performance capabilities.

This person had relied on their financial adviser who had chosen an investment and never went back to review it.

Unfortunately, a large portion of the population still relies on their local advisers to help decide on a credit card.

A new breed of companies known as «robo - advisers» rely on algorithms to build low - cost portfolios of index funds or ETFs and in many cases charge 0.5 % a year or less.

I'm not a tax adviser, so don't rely on this answer when you're preparing your tax return or responding to the IRS audit.

She relied on income from her $ 70,000 investment in a balanced mutual fund to top up what she receivedfrom government pensions and annuities, says her financial adviser, Sailesh Raythatha of Investment Planning Counsel in Mississauga.

When it comes to turning retirement savings into lifetime retirement income, many retirees and advisers rely on the 4 % rule — that is, withdraw 4 % of savings the first year of retirement and increase that amount by inflation each year to maintain purchasing power (although in a concession to today's low yields and expected returns, some are reducing that initial draw to 3 % or even lower to assure they don't deplete their savings too soon).

You do not have to rely on the services of a costly financial adviser to help you create a personal financial plan.

«I stressed that since they won't be working with an adviser they'll need to rely on each other if they're tempted to sell,» Bender says.

As a young paramedic making almost six figures, Isaac Arnold is relying less on his financial adviser, and making his own investment decisions as he tries to lower his costs.

The services and products provided by PIMCO (Schweiz) GmbH are not available to individual investors, who should not rely on this communication but contact their financial adviser.

The alternative used to be to rely on a traditional financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a high fee.

We also took a look at robo advisers, which rely on computer algorithms to formulate and manage a portfolio based on your financial situation and goals.

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.

While investment advisers have relied for years on computer models to fine tune their clients» portfolios of mutual funds, for example, the advent of fully automated investing services emerged just in the last five years.

«We know that as assets grow, investors rely more and more on the advice of their adviser,» says Hamza.

He doesn't go to art fairs or rely on an art adviser.

From what we know about these trade deals — which isn't much, since we're relying on leaked texts and are otherwise locked out of negotiations — they will feed to the whims of the deals» corporate advisers and will do little to protect the interest and safety of the public.

Clients rely on him as an energy expert, adviser and communicator.

He has to rely on science advisers, just like he has to rely on mililtary advisors for defense.

In the 24 hours following the initial raid, Trump's advisers have tried «to convince the president not to make an impulsive decision that could put the president in more legal jeopardy and ignite a controversy that could consume his presidency,» the Times reports, relying on anonymous sources.

Think of it as a partnership with the client whereby a legal adviser is an integral part of the success of a company and that company then relies more on its legal adviser.

If an undertaking relies, in good faith, on — ultimately incorrect — advice provided by its legal adviser, this must have a bearing in cartel proceedings for the imposition of fines.

ProcureCo has a major potential for destroying the traditional role of the solicitor as the generalist and the barrister as the specialist advocate and adviser relying on referral from solicitors.

Generally, a special relationship will exist where the adviser knows that the other party is justifiably relying on him for his skill, expertise or knowledge.

These might be among the issues facing the multiplicity of business to business publishers that continue to produce magazines, directories, exhibitions and other activities that rely on advertising and sponsorship, for lawyers and other advisers.