Sentences with phrase «used by financial advisers»
It is also used by financial advisers to provide centralised reporting and flexibility which may allow the investor to save costs.
https://www.moneysmart.gov.au/
Under 30: Lack of Knowledge Respondents under 30 are more likely to say they don't understand most of the terms used by financial advisers and experts (64 % versus 49 % across all ages).
Not exact matches
In doing my research, I realized that virtually every site I visited used the same words to describe what they did and most started off by saying something like «we are different to other financial advisers».
But in a new survey of 250 business owners by Bank of America's Merrill Lynch division, only 39 % said they used an expert — like a management consultant, financial adviser or commercial banker — to develop a succession plan.
The adviser showed her how she could monitor the financial performance of her newly autonomous vice-presidents by using a simple software modification.
The investigators» report this week traced a web of offshore companies set up by Olympus and a network of mostly Japanese financial advisers that were used to hide 118 billion yen ($ 1.5 billion) of losses dating back to the 1990s.
An April 2015 survey by Defaqto showed that 43 percent of UK financial advisers are currently outsourcing their investment proposition and of those 72 percent are using discretionary management services.
Websites using the same algorithm - based asset management strategies employed by human financial advisers are the hot new thing in investing.
They're creating websites using the same algorithm - based asset management strategies employed by human financial advisers to provide a wide range of fully automated services at a fraction of the cost.
By using the card, UBS hopes to allow advisers to provide guidance about their customers» spending and other financial decisions.
Search for an independent financial adviser by using the FCA register.
Drawing on his own varied experience as an economist, financial adviser, and successful investor, Malkiel shows why, despite recent advice to the country from so - called experts in the wake of the financial crisis, an individual who buys over time and holds a low - cost internationally diversified index of securities is still likely to exceed the performance of portfolio carefully picked by professionals using sophisticated analytical techniques.
Throughout this booklet we use the term «financial adviser» to describe someone who holds an Australian financial services (AFS) licence or is authorised by an AFS licence holder.
«By using tools like the Scotiabank Hockey Season Calculator and visiting a financial adviser to help you plan ahead for hockey expenses, you can build up money throughout the year and be able to focus on helping your kids build memories.»
Just wanted to point out that if you buy MGP, or buy into any American Funds and / or life insurance company product sales schemes by «financial advisers» using MGP; then you are a critical part of «the problem» of why most everything is hopelessly broke and broken in the financial services industry, why it just keeps getting worse all the time, and why it can't be fixed.
In both instances, these services or products may include: company financial data and economic data (e.g., unemployment, inflation rates and GDP figures), stock quotes, last sale prices and trading volumes, research reports analyzing the performance of a particular company or stock, narrowly distributed trade magazines or technical journals covering specific industries, products, or issuers, seminars or conferences registration fees which provide substantive content relating to eligible research, quantitative analytical software and software that provides analyses of securities portfolios, trading strategies and pre / post trade analytics, discussions with research analysts or meetings with corporate executives which provide a means of obtaining oral advice on securities, markets or particular issuers, short - term custody related to effecting particular transactions and clearance and settlement of those trades, lines between the broker - dealer and order management systems operated by a third party vendor, dedicated lines between the broker - dealer and the investment adviser's order management system, dedicated lines providing direct dial - up service between the investment adviser and the trading desk at the broker - dealer, message services used to transmit orders to broker - dealers for execution, electronic communication of allocation instructions between institutions and broker - dealers, comparison services required by the SEC or another regulator (e.g., use of electronic confirmation and affirmation of institutional trades), exchange of messages among broker - dealers, custodians, and institutions related to a trade, post-trade matching of trade information, routing settlement instructions to custodian banks and broker - dealers» clearing agents, software that provides algorithmic trading strategies, and trading software operated by a broker - dealer to route orders to market centers or direct market access systems.
You should take advice by contacting either The Pensions Advisory Service, which is free to use and impartial, or an independent financial adviser, who will charge you for their time.