Sentences with phrase «using other advisers»

But the more I work with new clients who arrive after using other advisers, the more I've come to appreciate a different problem.

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 critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

And they reinforce the strategic decisions he and his senior adviser Steve Bannon, the former chairman of Breitbart News, made to do an end - run around the traditional media by using Twitter (twtr) and other platforms.

You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.

If the sales chump (er, I mean «licensed professional financial adviser») can't give you a complete and total rundown of every fee (expense, charge, penalty, cost or whatever other lame - ass euphemism he wants to use), run away and invest in a Vanguard index fund — just compare the expense ratio.

Anecdotally, some financial advisers and other finance professionals have said that using Hearsay's software has helped them network — an important component of doing business.

Susan Rice, the top national security adviser to former President Barack Obama, says it is «absolutely false» that she and other Obama administration officials used intelligence reports to spy on Trump associates for political purposes.

White House chief of staff Rahm Emanuel and senior adviser David Axelrod exerted their magnetic pull on «powerstruck» partygoers (to use a phrase coined during the party by guest Ryan Seacrest), while News Corp. chairman Rupert Murdoch and Google C.E.O. Eric Schmidt served as human reminders that clout comes in colors other than red and blue.

Two other commission members, Philippe Sands QC, a Liberal Democrat adviser, and the Labour peer Baroness Kennedy QC, opposed the introduction of a UK bill of rights for fear it would be used to lever the UK out of the Strasbourg court.

As with this week's other row, over Michael Gove's political advisers using private email channels to circumvent FoI inquiries about their free schools policy, we can see that civil servants have difficult jobs which both politicians and the media can make much harder.

It turns out that as part of his thesis research, he had to build and maintain a relatively large collection of research specimens that he, his adviser, and the three other grad students in the group had all used.

Among other uses, oVert will «open new doors» for understanding brain evolution in hard - to - find species, predicts Kara Yopak of the University of North Carolina in Wilmington, the neuroanatomy adviser to the project.

Besides, it might be in your adviser's interest for you to secure your own money, as this might free some of her money for other uses.

As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.

As such, it should not be used as a substitute for consultation with professional accounting, tax, legal, financial, health, mental health or other competent advisers.

Grover J. Whitehurst, a Romney adviser, said that remaking the programs into individual payments that follow the student — he used the metaphor of a student's backpack — could attract other streams of education dollars.

By using the card, UBS hopes to allow advisers to provide guidance about their customers» spending and other financial decisions.

Rather than subtracting costs from investment returns in his studies, Bengen lumps them in with other annual living expenses — so if you use a 4 % rate to withdraw $ 30,000 and pay $ 5,000 to your adviser, you'd have just $ 25,000 left for everything else.

There are a few other technical exceptions, so if you're using this strategy, best to chat with your financial adviser.

«Unlike prior exemptive orders governing the operation of self - indexing ETFs, the Orders do not attempt to address potential conflicts of interest among the ETF, its investment adviser, and the affiliated index provider by requiring, among other things, public disclosure of the underlying index methodology, the use of a third - party index calculation agent, or formal «firewall» procedures.

Introduce them to your accountant, financial adviser, lawyer, or any other professional you use to help manage your affairs.

Many mortgage brokers and advisers use this forum and voluntarily give up their time to help other MoneySavers.

Mortgage advisers who choose not to use the signature should not indicate they are brokers in any other way within their posts.

You will need to decide whether to continue using your adviser for other financial services.

Of course, you may find it helpful to use a lawyer or other professional adviser if you think the benefits outweigh the fees.

The Eaton Vance order prescribed that a short - form application could be used for future exemptive relief requests submitted by other advisers that agreed to abide by the terms and conditions of the Eaton Vance order.

In determining when and to what extent to use Schwab or any other affiliated broker - dealer as its broker for executing orders for the funds on securities exchanges, the investment adviser follows procedures, adopted by the funds» Board, that are designed to ensure that affiliated brokerage commissions (if relevant) are reasonable and fair in comparison to unaffiliated brokerage commissions for comparable transactions.

If he's open to new ideas and willing to actually read the science in context (versus say, Bjorn Lomborg, Chris Horner, or any of the other Exxon - funded eco-chamber) then he'll make a fine adviser so long as the president actually has a use for scientific information.

And finally, D'Arcy Jenish writes about the October Crisis of 1970 in Legion Magazine (September, 2010) that «Tommy Douglas, leader of the federal New Democratic Party, accused Trudeau of using «a sledgehammer to crack a peanut,» and as well «A quarter of a century later, in a memoir published in 1996, longtime Conservative aide and adviser Hugh Segal wrote that «Civil liberties, including the right to free assembly, the right to free speech and other fundamental rights (were) suspended across the land.

This is implicit to his comments (at p. 243) that the parties may «have consulted lawyers on the self - same points» and that each «can collect information for the use of his or the other's legal adviser».

When paying tens or hundreds of thousands of pounds in overall commission, charges and «success fees» to a business broker, business transfer agent or other intermediary, use these tips to ensure you get full value for your money and keep your adviser highly motivated to get your business sold.

Some NDAs restrict the use and disclosure of confidential information to the recipient's employees, whereas others extend use and disclosure to its consultants, suppliers, professional advisers, and the like provided they are similarly bound by an NDA.

Most reliable financial advisers recommend term insurance for basic survivor income protection needs (again, for maximum efficient use of one's limited capital), and cash value insurance for specific non-income needs such as estate taxes and other aspects of wealth preservation.

While many financial advisers remain steadfast against using life insurance for investment purposes, claiming the returns, historically, have been extremely weak compared to mutual funds and other investments, the fact remains the cash value of most whole life insurance policies grows over time.

The U.K. - based data consulting firm, with funding from Republican donor Robert Mercer and whose former vice president was former White House special adviser Steve Bannon, was used by President Donald Trump's campaign and others.

It also is possible and acceptable to pull in others who have the planning skills immediately necessary — businesses often use financial advisers, for example, to help with budget planning.

I feel the doubters and traditionalists out there, firing up their keyboards ready to comment «But Phil, summary sections are the way a resume has to be structured — every candidate I know uses one, it's how I was taught to write resumes, it's been reinforced by career advisers / recruiters / friends / resume writers / other articles.»

It is unlawful for any person, other than a person licensed under this chapter, to employ or use the term «marriage and family counselor,» «marriage and family therapist,» «marriage and family therapist intern,» «marital adviser,» «marital therapist,» «marital consultant,» «clinical professional counselor,» «clinical professional counselor intern» or any similar title in connection with his or her work, or in any way imply that the person is licensed by the Board, unless he or she is licensed under this chapter.

A collaborative divorce, in which each person's attorney works towards resolution with the couple, and uses financial advisers, coaches, and other experts, will still cost $ 5,000 at the very least.

Many investment advisers suggest using REITs in your portfolio to balance out stock and bond funds and mitigate portfolio risk, as this asset class often does well when other investments are performing poorly.