Sentences with phrase «significant wealth transfer»

It is commonly known in financial circles that investors in stocks and bonds as a result of a credit degrading feel significant wealth transfer effects.

«The fact that we live in an information society means we're going to have a significant wealth transfer taking place, and changes to the regulatory environment should help further the growth of ETFs,» says Rebetez.

Not exact matches

In other words, unless there are significant price differentials, the wealth transfers avoided by Energy East will be small.

Handanovic would bring a wealth of experience and quality to the squad which in turn makes the transfer link no real surprise, but given how highly regarded he is at Inter, it would take a significant offer to prise him away from the Stadio Giuseppe Meazza.

In Asia, a very significant proportion of that wealth is likely to be transferred to the next generation within the next 10 years.

In both scenarios above what you have accomplished is a significant transfer of wealth from your families hands right to the insurance company.

Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension plans, endowments, foundations, and Taft - Hartley plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided quality customers service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the Financial Crimes Enforcement Network