Sentences with phrase «several of the financial advisors»

At least that's according to several of the financial advisors we spoke with.

Not exact matches

A new fiduciary standard applying to financial advisors of retirement accounts, including individual retirement accounts, is expected to be finalized by the Department of Labor within the next several months.

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

Choose from one of several options to open an account, including online or through a financial advisor.

The Investments & Wealth Institute (a professional body for Financial Planners) published a report «Five Challenges Facing the Next Wave of Retirees» that addresses several specific challenges that future retirees and their advisors will face.

Prior to joining Pure, Joe worked for several years with one of the nation's largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President.

On top of this, all too often financial advisors or individual investors who claim themselves «passive» investors find themselves getting in and out of these index funds several times per year, creating the same effect as trading in and out of individual stocks.

Several financial advisors ask their clients to read this book to make them understand the importance of equity investments.

Sanford is a regular credit advisor for television and radio news programs and frequently contributes to several of the more renowned financial websites on the internet today.

It's because there are several different types of annuities, all with varying terms and rider options, and many financial advisors (or insurance agents) either explain them poorly or purposefully blur the definitions in order to push one product over another.

Yet this week, TD Ameritrade upended its no - commission ETF Market Center for financial advisors by announcing the removal of 84 % of their current NTF exchange - traded funds, including several iShares Core ETFs and the entire lineup of popular Vanguard ETFs!

I believe I have the experience to aid in this turnaround having sold several companies as a merger advisor, having placed needed capital with cash starved companies, and having years of experience investing and in financial markets.

Investment Options Most 401 (k) plans have several options for investing your retirement savings and some may even offer the services of a financial advisor to help you choose the right mix for your age and investment goals.

I sought out the services of Dan Bortolotti at PWL after being frustrated with several other financial advisors over the years, since 1997, all of whom never truly had my interests at heart.

While a significant part of his practice is dedicated to defending lawyers, financial advisors and insurance producers against malpractice claims, he also devotes considerable time advising lawyers and law firms on their ethical obligations and risk management tools, acting as outside general counsel to several of Chicago's many condominium associations, and representing the interests of family members and shareholders in disputes that arise within closely - held corporations... read full bio.

While a significant part of his practice is dedicated to defending lawyers, financial advisors and insurance producers against malpractice claims, he also devotes considerable time advising lawyers and law firms on their ethical obligations and risk management tools, acting as outside general counsel to several of Chicago's many condominium associations, and representing the interests of family members and shareholders in disputes that arise within closely - held corporations.

Your financial advisor might have a basic understanding of life insurance, and they'll almost certainly know how a lump sum of several thousand (or several hundred thousand) dollars can help patch any holes in your financial safety net.

There are several subtypes of financial advisor, such as financial planners.

I started my career 30 years ago as a personal financial advisor working at several of the largest Investment Banking firms in the world, having been formerly associated with Dean Witter and Smith Barney (both...

«A lot of European businesses were family - owned or controlled, and the feeling was if the business went bust, you at least had the real estate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate financial advisor on several European transactions.

Sponsored by several financial associations, including the Equity Crowdfunding Association (Association Française de l'Investissement Participatif (AFIP) and the National Association of Financial Advisors (ANACOFI) the Crowdimmo report is a must read for anybody interested in real estate crowdfunding ifinancial associations, including the Equity Crowdfunding Association (Association Française de l'Investissement Participatif (AFIP) and the National Association of Financial Advisors (ANACOFI) the Crowdimmo report is a must read for anybody interested in real estate crowdfunding iFinancial Advisors (ANACOFI) the Crowdimmo report is a must read for anybody interested in real estate crowdfunding in France.