Sentences with phrase «said service advisor»

He greeted us & said another service advisor would get us started & he, Jered, would finish with his customer & would be with us in a few minutes.

Not exact matches

Ian Russell says advisors and brokers will stratify, with a small base of clients paying premium fees for premium service — and robo - advisors for the rest

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

But if you can make the robo - advisor model work (and work safety) Hamza says, these «couch potato of portfolios» could be a great addition to the financial services industry because they would ensure your portfolio is diversified.

Robert R. Johnson, president and CEO of The American College of Financial Services, which trains financial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative play.»

«For some time, the Internet has been aggregating people in communities,» says Chris Musto, director of financial services and an analyst at Gomez Advisors Inc., a research firm in Lincoln, Mass., that focuses on Internet commerce.

Among automated financial advisory services known as robo - advisors, Capuzzi said Apex has 2.6 million accounts and counts one major firm, Betterment, as a client.

«Millennials are most likely to indicate their intent to switch firms (44 percent) when they are using self - service mobile tools and advisor communication fails to meet their expectation,» the report said.

Without the context of the service provided, that's not going to be very accurate because there's huge variation in the services that advisors provide,» Weir said.

[42:14] Tony explains the questions to ask an advisor, to ensure they're truly on your side [42:28] 60 % of people surveyed today say they believe their financial advisor is putting the company interests above their own — it's actually worse than they believe [42:45] Why Tony has chosen to support Peter and his firm, Creative Planning [43:33] How you can get a second opinion from Peter's firm, Creative Planning, through their website (www.GetASecondOpinion.com)-- it doesn't matter how much or little you have, they'll give you feedback [44:00] Tony's biggest challenge when writing his first book, and how it brought him to Peter Mallouk [44:30] Peter explains the process Creative Planning went through to open their services to people at the $ 100,000 level, and how offering this extensive range of services to people at this level is unprecedented

Cetera Financial Group says it has hired more executives and updated its platforms in order to helps its advisors sell and service retirement plans in accordance with the expected new Department of Labor fiduciary standard.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

To protect themselves from lawsuits, advisors should focus on providing the level of service that participants are paying for, and consistently communicate with sponsors and participants to make sure they understand what they're paying and why, Weir said.

But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.

Edelman, who said he was launching a marketing services offering for advisors later this year, answered moderator Barthel's question about succession planning by saying «we have a very formalized» plan, before turning to the issue of partnerships.

«For the plan advisor specialists, plans that small are not cost - effective to service,» said Smith.

Although such services are a relatively small section of the ETF distribution market, they're likely to grow, Gopaul says: «There's this demand for more and more technology - based advice, and the robo - advisors are going to serve a growing part of our investment landscape.»

«CWT is excited to partner with GP Wealth's financial advisors, through our self - directed fee - for - service platform, to offer GP Wealth's Signature Service Account,» says Patricia Hunter, National Sales Manager fservice platform, to offer GP Wealth's Signature Service Account,» says Patricia Hunter, National Sales Manager fService Account,» says Patricia Hunter, National Sales Manager for CWT.

«The launch of our new Signature Service Account signifies our ongoing commitment to our financial advisors and their clients,» says George Aguiar, President and CEO of GP Wealth Management.

«At Vestwell, our number one priority is providing financial advisors with retirement technology that removes the administrative burden of implementing and servicing retirement plans,» said Vestwell CEO Aaron Schumm.

In terms of finding alpha, the jury is out, said Louis Scott, founder of Kiema Advisors, who was presenting joint research with Northfield Information Services.

Industry opponents say the rule comes with so many added costs that advisors will not be able to service the small savers who need advice the most.

Quinn also said that WIN is «very grateful to Governor Cuomo» — her return to public service after her failed bid for mayor was as an advisor to Cuomo and she serves on a state homelessness task force — and she praised him for finally giving his OK to release $ 2 billion in funding for the creation of more than 100,000 affordable and supportive housing units in the state over the next five years.

«As a result of the recent 90 - day review of homeless services and the reforms that were announced this month, we have further increased the funding to address shelter conditions that have built up over many years,» said Lauren Gray, senior advisor for communications for the Department of Homeless Sservices and the reforms that were announced this month, we have further increased the funding to address shelter conditions that have built up over many years,» said Lauren Gray, senior advisor for communications for the Department of Homeless ServicesServices.

Managing Director of Omni Bank, Phillip Oti - Mensah who disclosed this to JoyBusiness, said the bank engaged the services of a transaction advisor to secure potential investors to help recapitalize the bank.

«Tensive science» can also involve scientists who must collaborate along with political leaders during national or local emergencies, said Gary Machlis, who is the science advisor to the director of the National Park Service.

«In light of these risks, the FDA has issued warnings of increased mortality regarding antipsychotics in elderly patients with dementia, particularly for «atypical» (or 2nd generation) antipsychotics» said Michael Schoenbaum, Ph.D., senior advisor for mental health service, epidemiology and economics at NIMH and one of the co-authors of the report.

«This is valuable, because it gives the VA more extensive information about suicide risk,» said Michael Schoenbaum, Ph.D., senior advisor for mental health service, epidemiology and economics at NIMH and one of the co-authors of the report.

«Fifteen years ago, somebody who used a dating service, let alone an online dating service, was regarded as somebody who had three heads,» said Helen Fisher, a biological anthropologist and chief scientific advisor to Chemistry.com, the sister site of Match.com, which pioneered online dating in 1995.

It is a white label service for dating sites — where they can say: «Hey, work with our live dating advisors right now».

Yea i would say the mis - communication came from a cell phone lol either text talk like what was said or just straight crap service an the advisor only heard every other few words haha

My service advisor said he will check it and then after 5 seconds he said it is $ 500.

I will say that prior to our most recent experience, we always found the service manager / advisor helpful and pleasant.

I've had two cvt replacements in 40,000 miles and it's not my wife's driving she drives like an old lady.the service advisor will say «well our cvt fluid needs to be changed at 30,000 miles!

The only thing keeping me from rating the very first and only service experience at Williamson Buick in Miami «a perfect 10» is the fact that although the service advisor (Ivan Pellegrino) told me they had been able to duplicate exactly what I had brough the car in for (what I called «a hesitation from a full stop on Drive»), and had verified the same thing in other Encores, therefore concluding it was «normal» for the design of its powertrain, the documentation I received simply says «no trouble found».

After my invoice was ready, the advisor said that they got the oil change and tires rotated and that I was «good to go...» yet never mentioned the transmission service I requested.

Peter was my service advisor and he was really helpful and knowledge, he took care of me and I trust that he would do the right thing for me, I needed a loaner car and I got one no problem, can't say enough about the service I received job well done also heather was really professional and very nice she took the time to make sure I was taken care of

The service advisor was extremely rude and said they do not do it.

I decided to give then a call and see if they are comparable in price to the local shop I've been going to, called they were all busy which I understand and the young man who was answering phone bb email said he was leaving a message with a service advisor and they would call me back.

So I ask if it is still covered by warranty but the service advisor said it is not covered by the powertrain warranty since it is not part of the powertrain.

In contrast, if this same investor were to go to a traditional advisor who charges a separate fee (let's say 1 %), that fee would be entirely deductible (whether or not additional services were provided as part of the advisor's offering or not) since the CRA doesn't trouble itself with the granularity of the services offered (or not) by traditional advisors.

However, Bortolotti adds, that's not to say someone using a robo - advisor for portfolio management advice can't also pay for the additional services of a fee - only planner to address concerns such as taxes or retirement planning.

PTFs are a real game changer for the Canadian mutual fund industry, providing an agile solution to adapt to industry trends,» says Karl Ottywill (pictured), Chief Operating Officer, Aequitas Technology Services Inc. «With our innovative technology in place, Aequitas Connect is extremely proud to work with fund companies and dealers leading the way in making actively - managed mutual funds available to all investment advisors and their clients in a low cost, highly efficient manner.»

«Kids often don't realize that this type of free money is available or that the application process can be fairly easy,» says Heather Franklin, a fee - for - service advisor in Toronto.

«I think it's a business model that will appeal to people since it complements robo - advisor investment services,» says Birenbaum, a certified financial planner who founded the firm Caring for Clients almost two decades ago.

«It can be several weeks before you receive the funds,» says fee - for - service advisor Janet Gray.

Dalbar's Harvey says the failure of Lehman Brothers and other financial services firms like Washington Mutual and Wachovia has forced many advisors to leave the industry or go independent, where they can keep 98 percent of the fees they generate instead of splitting them down the middle with the firm.

If you're retired, try to have 12 months of living expenses saved,» said Bryan Lewis, a senior financial advisor in Vanguard Personal Advisor Services ®.

He also says FeeX differs from many financial advisors and aggregators by being objective, because the service doesn't take cuts from financial institutions.

«Service dogs have to learn that even though a person who is blind told them to go through a door, they should not go if there is a hazard that could injure their owner,» said Dr. Alice Blue - McLendon, clinical assistant professor and faculty advisor for the Aggie Guide Dogs and Service Dogs (AGS) student group at the Texas A&M College of Veterinary Medicine & Biomedical Sciences.