Sentences with phrase «team of financial advisors»

OneIndiana Financial Group is seeking a Sales Director to lead a team of Financial Advisors at our Greensburg, IN office.

Served as key liaison between high net - worth clients and team of financial advisors, providing ongoing support in the client acquisition processes, servicing of existing client accounts, and ongoing portfolio analysis

For example, a retail store may need insurance to cover a large inventory, risks to the premises and workers compensation, whereas a team of financial advisors may be more interested in professional liability coverage and insurance to cover office premises.

The online advisor builds portfolios on a client - by - client basis — though naturally, it uses mostly Vanguard funds — and gives investors access to a team of financial advisors.

If online advice from human advisors is important to you, Betterment lets you send messages from within its mobile app to its team of financial advisors, who will answer within one business day.

What sets Personal Capital apart from other robo - advisors is that you get full support from a team of financial advisors.

Both the Plus and Premium plan offer additional assistance from Betterment's team of financial advisors, which could be good for anyone who wants to be more involved.

Finally, Betterment offers encrypted text messaging capabilities on their mobile app (both iOS and Android) that allows you to directly contact their team of financial advisors anytime.

In addition, you'll have access to Betterment's team of financial advisors through secure text messaging on their mobile app, so you can ask any questions you want and get a quick response from a real live human.

Our team of financial advisors help our clients sustain the lifestyle you deserve and meet your financial goals.

It includes a team of financial advisors available via phone and email and costs 0.40 %, with a minimum $ 100,000 investment.

If you haven't already done so, when you're in your 60s is a good time to pull together a team of financial advisors, like a financial planner, a tax specialist and a certified public accountant.»

It also offers access to a team of financial advisors.

If you haven't already done so, when you're in your 60s is a good time to pull together a team of financial advisors, like a financial planner, a tax specialist and a certified public accountant.»

Finally, Betterment offers encrypted text messaging capabilities on their mobile app (both iOS and Android) that allows you to directly contact their team of financial advisors anytime.

In addition, you'll have access to Betterment's team of financial advisors through secure text messaging on their mobile app, so you can ask any questions you want and get a quick response from a real live human.

Not exact matches

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

The Deal Team of the Year award was awarded to Fortis Inc. and its financial and legal advisors - CIBC World Markets Inc., Davies Ward Phillips & Vineberg LLP and Farris, Vaughan, Wills & Murphy LLP - for the Terasen Inc. acquisition.

Woodside Capital Partners International LLC acted as the exclusive financial advisor to ObjectVideo, Inc., a technology and solutions company, on the sale of substantially all of ObjectVideo's business, including its products, technology portfolio and engineering team, to Alarm.com, the leading platform for the connected home and business.

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

Many families relocate to more moderate tax environments or work with the family office team and outside advisors to structure their wealth management in the most tax efficient manner possible and may spend more of their time in a different city or state than the one they had resided in prior to their financial windfall.

Investment Manager essential duties are: 1) Leadership of transaction execution — oversight of all advisors (financial, legal, market and technical), oversight of all financial modelling, pro-active management of timeline and primary point of contact for investment team; 2) Strong input on transactions sourcing; 3) Managing multiple transactions; 4) Negotiate and create optimal commercial, financial and legal structures; 5) Creation of materials for the Investment Committee («IC») sufficient to allow the IC to approve or reject activities, commitments, investments, and exits in accordance with company risk preferences, appetite, processes, etc.; 6) Creation and management of transaction closing processes; 7) Developing, instructing, training, mentoring, and coaching junior personnel;

A team of professionals with deep expertise and extensive experience in specialized areas that will work with your financial advisor to meet your needs.

Establish a solid team of professionals to help you grow — financial advisor, tax accountant and bookkeeper, lawyer.

Eight local Edward Jones Financial Advisors teamed up on behalf of school children, clearly demonstrating their commitment to family values.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

When working with Old National, you will work with a team of experts including; Certified Financial Planners, Certified Trust and Financial Advisors, Certified Retirement Plan Specialists, Chartered Financial Analysts, Attorneys and Certified Public Accountants.

Three times ranked the # 1 Independent Financial Advisor in the nation by Barron's, Ric Edelman and his team of experienced advisors have been helping people just like you for 30 years.

The Portfolio Solutions team at BlackRock analyzes thousands of model portfolios submitted by financial advisors each year.

Sallie Mae and the National Association of Insurance and Financial Advisors Team Up to Offer College Planning Tools

For more than 50 years, our experienced team of Licensed Insolvency Trustees and advisors have been working collaboratively with our corporate and individuals to help them recover from times of financial distress and regain control of their finances.

Molly McCluskey, John Reeves, and IIan Moscovitz wrote one of the best investigative pieces on the potentially unethical relationship that can exist when financial advisors team up with mutual funds to siphon your wealth.

All of these services, combined with personal attention and the opportunity to expand your relationship team to include a dedicated financial advisor from Vanguard Personal Advisor Services, will help empower your family and simplify the complexities that come with significant wealth.

Resolve is a free financial management platform created by a team of passionate financial advisors, debt experts & technologists to provide affordable and unbiased help for people in financial distress.

Clients with account balances above $ 200,000 are given two dedicated financial advisors, while smaller accounts can access a team of advisor account representatives.

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

Our team of highly qualified Wealth Advisors will work with you to develop a sound protection strategy that can be integrated into a comprehensive financial plan targeting your personal or business goals.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

We have a strong team of board members, from leaders in the gaming sector to accomplished financial advisors.

The roles responsibilities include (but are not limited to) providing first line support to the practice group, ensuring that the strategy, plans and structures are in place and aligned to the firm's strategic goals; supporting the annual budgeting and forecasting activities within the practice group; providing in - depth analytical support on financial performance at practice group and team level; be the business advisor to the practice group and helping the group effectively manage their financial performance; providing training for groups of partners and lawyers, recommending improvements in efficiencies and practices; working with partners, heads of department and others to encourage best practice in relation to accounting and profitability, pricing and matter management; being the finance representative, working closely and collaboratively with business services teams; and developing a best practice approach within the practice and improving the efficiency of processes.

The Deal Team of the Year award was awarded to Fortis Inc. and its financial and legal advisors - CIBC World Markets Inc., Davies Ward Phillips & Vineberg LLP and Farris, Vaughan, Wills & Murphy LLP - for the Terasen Inc. acquisition.

And the courtsmight have obliged, had the Winklevosses not settled their dispute and signed a release of all claims against Facebook.With the help of a team of lawyers and a financial advisor, they made a deal that appears quite favorable in light of recent market activity...

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We have a dedicated team of Financial Services Board (FSB) approved Financial Advisors, Financial Planners, Certified Financial Planner ® (CFP) professionals and investment, retirement and insurance brokers.

Get a free Hollard funeral insurance quote and access to our team of accredited financial advisors by completing our funeral cover quote form.