Sentences with phrase «term financial partner»

Your financial advisor is your long - term financial partner.

Not exact matches

The terms and prices of variable annuities were much better before the financial crisis, but the rationale for a contract that guarantees an income stream while allowing for some participation in potential growth in the investment markets remains intact, according to Mark Cortazzo, senior partner at Macro Consulting Group.
No financial terms were disclosed.www.alliedblending.com Summit Partners has agreed to acquire MDVIP, a Boca Raton, Fla. - based provider of personalized healthcare services for the wealthy, from The Procter & Gamble Co. (NYSE: PG).
No financial terms were disclosed. www.databank.com Niagara Fiber LLC, a portfolio company of Arsenal Capital Partners, has acquired Allied Blending and Ingredients Inc., a Keokuk, Iowa — based provider of provider of fiber and starch based proprietary products and mixes for the dairy and tortilla end - markets.
• Global Eagle Entertainment Inc. (NasdaqCM: ENT) agreed to a significant investment from Searchlight Capital Partners, L.P. Financial terms weren't disclosed.
• Northlane Capital Partners made a «significant» investment in List Partners LLC, an Atlanta - based provider of sales intelligence to media and advertising agencies across the U.S. and the U.K. Financial terms weren't disclosed.
Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.
Augmentum Capital is a long term investor in financial technology businesses and is a subsidiary of RIT Capital Partners plc, which is listed on the London Stock Exchange.
SolarCity had always stressed that it was generating long - term «retained value» from its leased rooftop solar systems, which it co-owned with its financial partners.
You might enjoy a long - term relationship with a trusted financial partner like a CPA or bookkeeper (or, hopefully, both).
The right financial advisor can help you create a long - term financial plan that keeps your investments on track and acts like a trusted partner that helps you through the financial challenges of life.
Environmental protection isn't the entire story, however, and Jakob Thøisen has a clear message for the food processing industry: «We believe that sustainable ingredients are an important component of the long - term economic and financial viability of food manufacturers — and it's part of our role as a business partner to support this transformation.»
The combined companies of TOMRA Sorting have enhanced financial strength ensuring we are a long - term partner for the future.
The Government of Ghana's provision of financial terms to ENI and its partners of 20 % return on investment, instead of the normal 12.5 %, is an unusually high rate for commercial transactions of this nature, especially as GNPC assumes all the risk in the project.
«Local and global shocks, such as economic and financial crises, political instability, and environmental disasters require strategies to increase our capacity for resilience,» says Kharrazi, «Policy and decision making should consider both the short and long term growth and resilience of growth based on inclusivity or exclusivity and intensity of trading partners from a network perspective.»
At the outset of the lecture, Mr. Bouffier touched upon the fact that, as Japan is a strong partner of Europe in political, economic, financial and academic terms, earlier during his visit to Japan he had held a meeting with members of the cabinet including Prime Minister Shinzo Abe and had discussed in particular the strengthening of ties between Hesse and Japan.
San Francisco About Blog Mosaic Financial Partners was founded by industry thought leaders who felt that wealth management focused too much on sales and too little on long - term planning and life goals.
Apart from that, it shows you how to tell if someone is a scammer or not — Scammers present themselves as people who are looking for a partner for a serious long - term relationship, but soon after you have started to communicate with them, they ask you for financial support.
Teachers using an STF Assured Member can be secure knowing that their travel partner understands and facilitates the needs of educational travel, manages safety effectively, offers fair terms and condition, and the best financial security and Is fully inspected every year by independent experts.
Budgeting, Financial Reporting and Forecasting We partner with clients to develop realistic budgets and financial plans that help schools reach their short - and long - term strategic obFinancial Reporting and Forecasting We partner with clients to develop realistic budgets and financial plans that help schools reach their short - and long - term strategic obfinancial plans that help schools reach their short - and long - term strategic objectives.
Our work has been focused on advocating for OUSD adopting fiscally responsible policies and best practices, developing a long - term strategic financial plan, and engaging school leaders to partner in systems changes to benefit students.
Absent typical capital market investor concerns regarding return horizons and financial liquidity, the Federal Government can become the «patient investor» whose long - term view of asset returns enables the project's non-Federal financial partners to meet their investment goals, allowing the borrower to receive a more favorable financing package.
Every vehicle we offer for sale is sent through a multi-point vehicle inspection process, and we partner with multiple financial institutions which enable you to take advantage of the best rates / terms possible on your new purchase.
Creating our partners» passive income streams, so that they can have financial freedom and live life on their own terms!
Applications for loans via Splash Financial are submitted on websites maintained by our lending partners, and are subject to the terms and conditions and privacy policies applicable to those websites.
According to Mark VandeVelde, a Certified Financial Planner and Wealth Partner at Hefty Wealth Partners in Auburn, Ind., short - term savings should include your emergency fund as well as any looming expenses.
Conversely, some of the greatest financial follies have also occurred in the hedge fund industry, whether it be the collapse of Long Term Capital Management or the Ponzi - scheme fallout of Bernie Madoff's Ascot Partners.
«If you invest too conservatively, you are giving up a lot of long - term performance, which can hurt your future retirement plan,» says Andreas Scott, a 20 - something certified financial planner with Collaborative Legacy Partners.
The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.
Infographic: Women seek good credit, financial stability in long - term partners — When it comes to a long - term partner's finances and credit scores, women may be more choosey than men... (See Credit scores and romance)
One of my longest term holdings is Breitburn Energy Partners LP (BBEP) which I first purchased during Fall 2008, the height of the financial crisis.
In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»
CosmoLex technicians or certified partners can also take care of migrating your financial data for a fee, or a minimum - term commitment.
We see this mentality frequently displayed in law firm partners who prefer to record 1,800, 1,900 or more billable hours each year, in order to earn fees now, rather than devote some of that time to business development, client relations, and the professional development of others in the firm — all of which have been demonstrated to produce much greater financial returns long - term.
By partnering with a workforce provider, financial service organisations can navigate and plan for the resource they will need; in the immediate - medium - and long - term.
It also revealed that nine in 10 people think that a cohabiting partner should have a right to financial provision if their relationship is a long - term one, includes children, and has involved prioritising one partner's career over the other's.
Bloom, who has spent almost six years at the helm of the northeast firm, is set to depart by the end of the financial year (30 April) when his second term as senior partner comes to an end.
Given her history of somatisation, her underperformance on cognitive tests and over-reported symptoms were highly likely to be the result of somatisation rather than malingering or factitious disorder; however, intent can not be excluded due to the presence of secondary gains, both in terms of financial rewards but also care (eg her partner had applied for Carer's Allowance and there was a clinical negligence claim).
«We are reassuring clients that until the UK and EU agree on exit arrangements, the status quo in terms of the law remains the same,» said Shane Kelleher, partner and head of the financial regulation department at William Fry in Dublin.
He goes on to describe the reality of the way many law firms operate: billable hour requirements (even from firms who claim they don't use hours as a basis to measure performance), increased financial rewards for increased hours, partner pressure to maximize hours, short - term thinking, disincentives to share client responsibilities or information, and more.
Bloom (pictured), who has spent almost six years at the helm of the northeast firm, is set to depart by the end of the financial year (30 April) when his second term as senior partner comes to an end.
Also, Associates and Counsel meet regularly with the Partners serving on the firm's Executive Committee to discuss the firm's financial statements, as well as its business strategy and long - term goals.
In terms of methodology of setting financial targets, there is no blanket approach that is applicable to all partners / firms.
If — based on factors such as your relationship history, personalities, and respective financial situations — you sense that you and your former partner will likely be able to come to terms at some point, then try to do it early on.
And given the decreasing numbers of associates that make partner, the potential long - term financial incentive is lacking.
Andy McGregor, RPC banking litigation partner, says: «The banks are already under a huge amount of regulatory pressure in relation to manipulation of the foreign exchange market, but in financial terms the banks face a similar risk as regards civil litigation from pension funds and other fund managers that lost money because of FX manipulation if there are adverse regulatory findings.
These are: - the interests of the bankrupt's creditors; - if the property is or includes a dwelling house, the conduct of the bankrupt's spouse / civil partner or former spouse / civil partner (in terms of contributing to the bankruptcy), the needs and financial circumstances of the spouse / civil partner or former spouse / civil partner and the needs of any children; and - all other circumstances other than the needs of the bankrupt.
Some additional distinctions between Liam Brown's «law company» and the traditional law firm include: (1) performance and reward structures that value output over input; (2) closer alignment with the financial and enterprise objectives of the consumer; (3) a corporate structure that takes a long - term, client - centric view over profit - per - partner; (4) continuous process improvement; (5) investment in technology; (6) focus on «the right resource for the task»; (6) compressed delivery time; (7) a continuous quest to use technology and process to automate tasks and gather «big data» for benchmarking, predicting, and quantifying risk; (8) a transparent, 24/7/365 accessible connection with legal consumers; (9) supply chain management expertise; and (10) reduced cost.
Willingness to respond in the short term to the impact of the current partnership model, specifically the extended tenure track and perceived reduced financial value versus many current partners and senior associates subscribing to «hope» (hope that a return to the glory days is right around the corner) as a strategy;
A shortening of debtor days to around 100 (which would most likely still be well outside a firm's normal credit terms) would equate to an extra # 700m of cash across the top 50 firms» balance sheets to fund investment, create more financial stability and potentially allow for the earlier paying out of partner distributions.
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