Sentences with phrase «reviews by advisors»

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.

There are several robo advisor reviews out there, so we here at BI Intelligence, Business Insider's premium research service, combed through several of them and pulled together the table below, which compares 15 of the best robo advisors on the market by minimum account balance and management fee at different account balances.

Remember: It's very important to have your standard contract reviewed by your legal counsel or advisor.

But it has added services like dedicated advisors and basic financial planning reviews by certified financial planners.

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.

If there are financial terms you're unfamiliar with, make sure they are explained so you can understand them by the lender or have a trusted advisor like your accountant or lawyer review the document and explain the terms to you before you sign it.

Past performance is no guarantee of future results and EconoTimes specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Brokerage.

While the SAFT has been extensively reviewed by multiple legal teams, we strongly recommend you consult with your own legal, investment, tax, accounting, and other advisors, to determine the potential benefits, burdens, risks, and other consequences of such a transaction.

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

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in - person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.

Any investments recommended by Energy & Resources Digest should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

Any investments recommended by Wealthy Retirement should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

I met with legal advisors, who explained to me that I was not «sexually» harassed (based on their review of the evidences)... rather it was workplace harassment, and therefore also prohibited by law.

All resources have been reviewed by an independent SRAS advisor or expert in a relevant 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.

In 2012 a government advisor appointed to review the Government's Work Capability Assessment said the tests causing suffering by sending sick people back to work inappropriately.

The first review period for the K - 12 Computer Science (CS) framework - developed by Code.org, the Computer Science Teachers Association, and the Association for Computing Machinery, along with more than 100 advisors

The first review period for the K - 12 Computer Science (CS) framework - developed by Code.org, the Computer Science Teachers Association, and the Association for Computing Machinery, along with more than 100 advisors within the computing community - begins February 3 with the release of the high school (grades 9 - 12) layer of concepts and...

The science and innovation behind our formulas, which are researched, developed, clinically tested, and reviewed by our esteemed medical board of advisors.

This information has been reviewed by our panel of experts and other trusted advisors, however, it is not a substitute for professional medical, legal, or spiritual advice.

The original ideas, the scripts, the graphics and the animations for each of the original videos, are all reviewed and approved by a set of advisors working for or with the National Science Foundation — several of whom are or were longtime teachers.

Candidates are nominated by their advisors and the dissertations are reviewed by a CIES award committee.

That's the takeaway from the second round of independent reviews of state ESSA plans released by Bellwether Education Partners and the Collaborative for Student Success,» as noted by Anne Hyslop, former senior policy advisor at the U.S....

Given that Zarecki's study is really more of a class paper that hasn't been peer reviewed and probably hasn't been looked over by his doctoral advisor, you can somewhat excuse those flaws.

Based on a review of similar efforts being conducted by the What Works Clearinghouse and in consultation with our advisors, we chose 1980 as the earliest year for studies to qualify for our review.

After concluding its review of each Letter of Interest (including both the initial eligibility determination and an in - depth review of the creditworthiness of the project) and related information submitted by potential applicants, along with the independent financial analysis report from the DOT's independent financial advisor, and after the project sponsor's oral presentation, the DOT will invite sponsors of eligible projects to submit complete applications.

Sun reviews the four new fixed - income ETFs launched last month by Barclays Global Investors and State Street Global Advisors.

Filed Under: Daily Investing Tip Tagged With: fee only financial advisors, financial advisors, how to pick a financial advisor, Investing Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Any conclusion drawn from this information should be reviewed by a certified tax advisor before filing income tax.

While quantifying advisor value is problematic, three studies that attempt to do so found that potential advisor value - added varied from 1.59 % to over 3 % a year, according to a 2015 review by financial planning researcher Michael Kitces («Evaluating Financial Planning Strategies and Quantifying Their Impact», available at Kitces.com)

If there are financial terms you don't understand, make sure they are explained to you by the lender or have a trusted advisor like your accountant or lawyer review the document and explain the terms to you before you sign it.

Both start by having a debtor meet with a debt help advisor who reviews your personal financial situation and determines how much you can afford to pay to settle your debts with your creditors.

Our board of directors reviewed financial aspects of each of the various alternatives, including an updated preliminary liquidation analysis prepared by management with input from our financial advisor.

(As we said in the book review, few of Vettese's enhancements will be embraced by the average financial advisor).

Filed Under: Investing, Review Tagged With: Investing, Robo Advisors, WealthSimple, WealthSimple Review Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Past performance is no guarantee of future results and NriInvestIndia.com specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Forex dealer.

In the past investors and advisors could be confident about their understanding of an ETF by reviewing the rules governing the underlying index.

Filed Under: Investing, Review Tagged With: Build Wealth, invest for cheap, OpenInvest, robo - advisor, Start Investing, Wealth Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

Finally, make sure your partner is on the same page by arranging for both of you to meet your financial advisor to review the plan.

Filed Under: Daily Investing Tip Tagged With: bad investments, financial advisors, Investing, mis - selling of financial products Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

But it has added services like dedicated advisors and basic financial planning reviews by certified financial planners.

If there are financial terms you're unfamiliar with, make sure they are explained so you can understand them by the lender or have a trusted advisor like your accountant or lawyer review the document and explain the terms to you before you sign it.

Or at least it should have been brought to his attention by his academic advisors, co-authors, or the paper's reviewers (another failure of the highly acclaimed peer - review process).

Past performance is no guarantee of future results and EconoTimes specifically advises clients and prospects to carefully review all claims and representations made by advisors, bloggers, money managers and system vendors before investing any funds or opening an account with any Brokerage.

All scientific projects submitted to the ESSFTA Foundation for primary funding will be reviewed by the Foundation's Council of Scientific Advisors and by the Parent Club's Genetics and Health Committee.

Completed on - line applications must be submitted by the deadline (December 18, 2018 at 11:59 PM) and will be reviewed by the Socrates exhibition department and two curatorial advisors.

Come and meet Transart faculty, advisors and students; sign up for a group or individual portfolio review; sit in on student presentations; and finish the early evening with a lively, Pecha Kucha event of presenting EFA studio artists followed by a wine reception for the artists.

Review of «Open Source: Art at the Eclipse of Capitalism,» exhibition curated by Art advisor, Lisa Schiff, Leslie Fritz, and Eugenio Re Rebaudengo.

While some might be surprised that a Reaganesque policy on cost benefit analysis and regulatory review is being pursued by the Obama administration in the context of TPP negotiations, the record shows that it is consistent with the moderately conservative views of the President and his closest advisors on trade and regulatory policy, including current OIRA director Cass Sunstein.

The main objective of the study, commissioned by the Australian Government's chief climate change advisor Ross Garnaut, was to review the current renewable energy cost outlooks and compare these with the outlooks used by the Australian energy industry.