Sentences with phrase «type of advisor»

Also, if you don't personally know, which type of advisor should I talk to, and if you have any suggestions on people that would be appreciated.

Choosing a financial advisor can feel intimidating, but the first step is simple: Determine the type of advisor that is best for you.

This is the type of advisor you want.

It's a tough question to answer because you have to match the right type of advisor who has the right background and qualifications for a specific type of client and a specific type of financial planning need.

These may sound like minor technicalities but it's important to understand the distinctions, because the type of advisor you work with will have a big effect on your experience.

When shopping around for an advisor, the idea is to fit the type of advisor and stages of their career development with the personality type and goals of the prospective student or postdoctoral fellow.

The best kind of advisor is the type of advisor who is interested in becoming part of your dedicated team at some point.

Various types of advisor compensation are discussed.

And depending on the amount of assets you have to invest, you may have access to only certain types of advisors.

So far in this series, we've discussed the cost of the various types of advisor compensation models, the two main types of advice you can pay for, and how your own behaviour can negatively impact returns.

Not exact matches

CEOs who are master storytellers interweave these three key types of stories with slightly different versions for each audience - customers, team, investors and advisors — while looking to both the past and the future.

They'll request and review a lot of documents, including communications with the public and the type and extent of client information gathered by the advisor in order to make their investment recommendations.

Let them know early - on that you want to increase their role from advisor to some type of paid role at your company.

After months of speculation, fast - talking dealmaker Quincy Smith has announced plans for CODE Advisors, a new type of investment bank that will combine traditional transactions with a heavy dose of advice.

If you don't know anyone who is in the business of investing in emerging - growth companies or if you have never made anyone a pile of money from investing in one of your companies, then you're just the type of entrepreneur who will get the most out of having an outside advisor in on the deal.

His competition includes all kinds of Wall Street types, from traders to investment bankers and financial advisors.

He explained that, «You can imagine what it will take to accomplish that type of a goal and by having people at that level as your advisors, they can tell you exactly what you need to do.

As financial advisors, it's our job to make sure our clients understand the type of returns to expect, depending on the level of risk they accept when they invest.

And approximately 60 % currently use some type of financial advisor, which means robo advisors can and should target them.

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.

When people ask me which type of financial advisor I recommend I say «it depends.»

While these types of annuities remain permissible under the DOL rule, an advisor must now ensure that the recommended product is in the client's best interests, including with respect to the advisor's compensation, which must be «reasonable.»

Building your financial nut with the help of a financial advisor is somewhat of a chicken or the egg type of dilemma.

In general, financial advisors are generally against these type of investments, although privately, may hold some stake in these themselves to counter stock market ups & downs.

Their primary sales advantage over other financial products was higher advisor compensation, and these types of compensation differentials will be easy pickings for class - action suits.

The rule requires financial professions of all types, including brokers, financial advisors or wealth managers, to act as a fiduciary, meaning they must act in the best interest of their clients.

Years of aggressive central bank policies haven't resulted in the type of accelerated global growth one might expect, so Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, wonders if there is an alternate universe where that is in fact the case.

Some financial advisors suggest buying longevity insurance, a type of deferred annuity that offers guaranteed income for life, to help supplement retirement savings later in life.

Consult with your financial, tax, and accounting advisors to determine whether and which type of an IRA is appropriate for your savings and retirement needs.

Because either advisor - directed or by personal decision, many households hold a type of policy portfolio.

To facilitate this process, you need an honest, experienced advisor who has in deptj experience in mergers and acquisitions and business brokerage in Burlington County, NJ across almost every type of industry.

Unlike other types of investment options, a majority of robo - advisors only charge an advisory fee.

Matt left a successful career as an investment advisor to join «The Condo Store Realty Inc.» and became the Managing Director of the «Insider Condo Club» where he invested in all types of real estate from commercial, development, pre-construction condos to multi-unit residential.

Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, service providers to the sector, a wide array of international jurisdictions and a diverse project focus such as market analysis and sizing, competitive intelligence and benchmarking, market entry strategy and client, advisor and intermediary insight.

No other research provider does the type of in - depth analysis that we do for our advisor clients.

Fee - Only advisors charge a one - time or ongoing transparent fee, depending on the types of services they provide.

You can not purchase a Capital Income Builder Fund directly; you must purchase it through a mutual fund financial advisor or some other type of financial intermediary.

Account balances of all types of annuities combined — fixed and variable, deferred and immediate — tend to run lower than not only the $ 231,000 average SPIA premium that advisors searched for in the CANNEX study.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

Avalor is a mythical pan-Latin country ruled over by a neophyte but plucky teen princess with a magic wand and a brave and loving set of advisors including her grandparents, her best friends and a Dr. Smith - type foppish foil of a cousin.

Talk to a financial advisor about the type of life insurance policy you should invest in for yourself.

This makes the PPS the only type of unpaid advisor who receives reimbursement in the course of duty.

If you have a silent or unresponsive type of PhD advisor, it might be a good idea to switch groups or take your thesis into your own hands.

My Ph.D. advisor who knew me as a front row type of student ask me why I was sitting in the back.

Her advisor is more of the hands - off type, and I sense her frustration with his lack of involvement in her project.

«Blazars are one type of active galaxy,» said Marco Ajello, a professor of physics and astronomy and Paliya's advisor.

Access from a live dating advisor and STD counselor Initiate contact with other members using email and online chat Read blogs and leave comments Get read receipts Send greeting and birthday cards Access to mobile site Keywords Search using keywords and advanced filters Save searches Remove profiles from search lists Filter using type of STDs Recommend or verify new members Know who's shown interest in you Highlight emails and notifications Become featured members Create and use private albums Information and tips on STDs and dating 24/7 member support

Top Features Access from a live dating advisor and STD counselor Initiate contact with other members using email and online chat Read blogs and leave comments Get read receipts Send greeting and birthday cards Access to mobile site Keywords Search using keywords and advanced filters Save searches Remove profiles from search lists Filter using type of STDs Recommend or verify new members Know who's shown interest in you Highlight emails and notifications Become featured members Create and use private albums Information and tips on STDs and dating 24/7 member support

Advisors in the state department of education, the governor's office, and the General Assembly had suggested that while a complete overhaul of the charter school law would be politically impossible, a «carve - out» within the charter school law to allow for a new, more autonomous type of charter school might be achievable.

Besides being CEO of Burson - Marsteller, Penn served as a pollster to Bill Clinton; he is currently an advisor to such powerful types as Sen. Hillary Clinton and Microsoft chairman Bill Gates.