Sentences with phrase «service as an advisor»

Excited about her work toward a Master of Public Health, Diana hopes to work in public service as an advisor to policymakers in maternal / child health and nutrition.

Not exact matches

In addition to portfolio management, does your advisor also offer services such as wealth planning, insurance services, tax planning, estate planning and risk management?

Each of these companies has established itself as a player in the growing robo advisor market that BI Intelligence, Business Insider's premium research service, expects will manage approximately 10 % of all worldwide assets under management (AUM) by 2020.

Look into automated investing services known as robo - advisors, or low - cost index funds, which investing legend Warren Buffett and billionaire Mark Cuban recommend.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

In her new role, she is responsible for leading more than $ 1 billion in global loyalty services business, after serving as the Latin American Caribbean region EVP of products, marketing, and advisors services.

As mentioned earlier, Wealthfront is the only major robo advisor to offer direct indexing, which is essentially a supplemental tax - loss harvesting service that it provides on top of regular harvesting that it offers on all taxable accounts.

KryptoKit, a new Bitcoin wallet service, has brought three high - profile entrepreneurs on as advisors, including a bonafide Bitcoin millionaire.

Mr. Janashvili has held executive leadership positions at global communications consultancies, including Ruder Finn, RF Binder, and Ogilvy and served as a senior advisor to mid-sized agencies specializing in transportation, life sciences, technology, legal services and real estate.

He also worked on implementation of the Medicare drug benefit as a senior advisor to the Administrator of the Centers for Medicare and Medicaid Services, where he supported policy work on quality improvement and the agency's coverage process, particularly as it related to new medical technologies.

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.

The company manages the infrastructure and operating systems for financial services companies such as stock trading app Robinhood and robo - advisor Betterment.

So as pure and hybrid robo advisors begin to manage more global wealth, more investors would benefit from letting these automated services manage their wealth.

Apex Clearing manages the infrastructure and operating systems for financial services companies such as stock - trading app Robinhood and robo - advisor Betterment.

One key to DFA's growth so far is that it is working with a number of large advisors like Loring Ward, who act as TAMPs, offering a suite of retirement plan services (like recordkeeping, investment advice and DFA funds) to smaller advisors.

Cilia participated in the Global Opportunity Panel in Oslo on 5th June 2015 and works as advisor on climate change and sustainability services for KPMG Norway.

Services beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document manServices beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document manservices, as well as data and document management.

As your trusted advisor, we provide a full range of services from customized wealth planning and investment management solutions to regular communications and KFWA insights.

Unlike the traditional wealth management industry with minimums ranging from $ 250,000 at Chase to $ 5,000,000 at Goldman Sachs, robo advisors require extremely low account minimums to take advantage of their services — often running as low as $ 500 for the likes of Wealthfront and Betterment.

Large asset managers like BlackRock and Invesco have purchased existing robo platforms and are using them as an add - on service for financial advisors and other distribution channels.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

But after using Personal Capital's tools for two and a half years, meeting the advisors, and interacting with the leadership team over the past six months as a consultant, I'm confident their financial advisory service can help certain people.

Recipient advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard & Urrutia

Rich Best has spent more than 30 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

That game currently includes independent robo - advisors such as Betterment and Wealthfront but not FutureAdvisor since it was acquired by BlackRock although it will continue to service its retail customers.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

Since that time and after years of dedicated service to his clients, Jim has been named on numerous occasions by Robb Report Worth Magazine as one of the top Wealth Advisors in the United States.

Several robo - advisors plan to offer their services through employer - sponsored retirement plans, such as 401 (k) s.

BOSTON — Fidelity's family office business, the division of Fidelity Investments ® that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them, today announced that Rupal Poltack has joined the team as senior vice president, Family Office Strategy.

Venture - backed robo - advisors, such as Betterment, Personal Capital and Wealthfront, are competing with new automated investment advice services launched earlier this year by Charles Schwab and Vanguard.

The predictable result will be the disenfranchisement of smaller investors, as most advisors and their firms conclude that the modest fees garnered from servicing these clients do not justify the heightened potential liability.

Further, the final rule defines a variety of investment education activities that fall short of fiduciary conduct, and makes clear that advisors do not act as fiduciaries merely by recommending that a customer hire them to render advisory or asset management services.

Chief Executive Officer, The Value Alliance [and] Corporate Governance Alliance Recognized internationally as an expert on Corporate Governance and a pioneer in the area of Economic Value Management, Ms. Bloxham is an author, speaker and advisor who provides advisory and education services for organizations, their CEOs and Board members.

Combining informed expertise and personalized services, the TrueWealth team of advisors is truly committed to providing a wealth management experience that is as comfortable as it is productive.

As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense As a registered investment advisor, Financial Sense ® Advisors, Inc., doing business as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense as Financial Sense ® Wealth Management, is the «parent company» that provides investment advisory services, resources, and expertise to advisory clients and Financial Sense ®.

As an advisor, Ms. Bloxham has provided information and advisory services to the largest Fortune 5 global firms as well as smaller start - up companieAs an advisor, Ms. Bloxham has provided information and advisory services to the largest Fortune 5 global firms as well as smaller start - up companieas well as smaller start - up companieas smaller start - up companies.

Tom worked as regional policy advisor to the Leader of the Opposition in the South Australian Parliament before working at Elders Rural Services, one of Australia's largest agri - retailers, from 2006 - 2013.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

«As traditional full - service financial advisor businesses set their sights on the high - net - worth investor, many firms are deploying centralized advisor call centers»

As Cumberland Advisors shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by laAs Cumberland Advisors shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by laas permitted by law.

However, consistent with the Rollover Opinion's reliance on the Supreme Court decision of Varity v. Howe [1], many believed that an advisor engaged to provide plan - level fiduciary services, would not be acting as a fiduciary when acting in a wholly separate non-fiduciary capacity, such as selling personal rollover services unrelated to its status as a plan fiduciary.

For years, Apple has been recognized as offering the best customer support in the industry, and there are thousands of reasons why: our customer service advisors.

CFA and Americans for Financial Reform released a report on Wednesday, written by Hauptman and Barbara Roper, CFA's director of investor protection, which scrutinizes how brokerage firms and insurance companies market their services on their website and «contrasts the practices they use to attract customers with those they use when resisting regulation as fiduciary advisors.»

There are many other tactics shareowners use as levers including, investor statements endorsed by a broad group of institutional investors; direct outreach to other shareholders; proxy voting services; and other investment advisors to gain support for specific shareholder proposals; and, outreach to consumers and the press as a way to draw public attention to an issue or a company.

This information is provided as general assistance and is not intended to replace tax information provided by the Internal Revenue Service or a recipient's own tax advisor.

The financial industry faces three main challenges — mounting regulatory pressure and industry disruptors in the form of Wealthfront and Betterment (Investment service), as well as risks to financial advisors from the great wealth transfer.

Serve as a client technical advisor, drive sales for services and products, increase the use of systems and partner with various account executives on planning for accounts.

Concurrent with this role, Mr. Sigmund also serves as director of the Advisory Services Group of Wells Fargo Advisors and he was director of securities research at Wells Fargo Advisors predecessor firm A.G. Edwards.