Sentences with phrase «wealth adviser at»

Younger millennials often «don't know it's a good idea to have a credit card and use it,» says Samantha Gorelick, a 34 - year - old wealth adviser at Heron Financial Group in New York.

«Prepaid plans are ideal for parents who have a good idea of where their child will attend college and who are willing to give up investment flexibility to lock in those costs,» said Kathleen Boyd, CFP and wealth adviser at Navigoe.

According to John Winters, a wealth adviser at Morgan Stanley Smith Barney, he recommended all his clients to consider refinancing their mortgages, especially those who find it hard to live with little returns on CDs and bonds that have low interest because it can free up monthly income.

«The entry of large global operators such as William Hill and Sportsbet could have helped push a deal across the line as they have taken a sizeable slice of the local wagering market,» said Matthew Felsman, a wealth adviser at AAP Securities.

Not exact matches

While the change at Morgan Stanley was detailed internally in November in a lengthy document that outlined the wealth unit's 2014 compensation structure, some advisers realized it was happening only after it was implemented and their pay checks dropped in recent weeks according to several advisers.

Carla Harris, Morgan Stanley's vice chairman of wealth management and senior client adviser, says that leaders often fail black women by not being candid about how their direct reports can improve at work, advance in their careers, or course - correct when something goes wrong.

Brent Beardsley, global head of wealth and asset management at Boston Consulting Group, says more wealth management firms with a wirehouse — or integrated broker — model are looking to increase revenues from advisers by automating advice: «If you look at the big wirehouses, you'll see the role of the adviser has changed now that portfolio management is increasingly being managed centrally.

Combining robo - advisors to the upcoming generation shift (The great wealth transfer is coming, putting advisers at risk), the venerable mutual fund / advisor model will be put to test.

«Bitcoin now seems like a charging train with no brakes,» said Shane Chanel, an adviser at investment services firm ASR Wealth Advisers.

Osmond Plummer, is a Geneva - based wealth management expert active internationally as a trainer, coach and adviser of wealth management professionals, and a professor of finance at the EU Business School in Geneva and Montreux.

Over the last year, Adrian Mastracci, a financial adviser at KCM Wealth Management in Vancouver, has seen a steady stream of clients come to him with shredded portfolios.

Wealth manager and investment adviser BT Investment Management climbed 143 per cent to $ 5.78 at Friday's close.

ML Wealth does not participate, at this time, in wrap fee programs, which are arrangements between broker - dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a «bundled» form.

Wealth advisers can devise a personalized investment plan by asking you questions, looking at your savings goals and liquidity needs, and by determining your risk tolerance.

In such a case, relying on a robo adviser may be limiting, said Eric Godes, chief wealth advisory officer at Federal Street Advisors in Boston.

Some balance transfer credit cards» rules specify that only transferred balances qualify for the 0 percent rate, while new purchases collect interest at the regular, higher APR, says Manisha Thakor, director of wealth strategies for women at the BAM Alliance financial advisers.

«At the end of the day, the primary focus is about giving First Nations and companies that work with First Nations and their professional advisers access to these tools that will facilitate wealth creation for First Nations, including their ability to work co-operatively and efficiently together,» says Kissack.

The best way to fully understand all the ways you can use your life insurance proceeds is to talk to a financial adviser along with your knowledgeable life insurance agents such as you would find here at Huntley Wealth & Insurance Services.

«One of the things you always have to look at with term insurance is what happens when the clock stops,» says Ben Jacoby, a senior financial adviser with Brinton Eaton Wealth Advisors in Morristown, N.J..

According to Shane Chanel, equities and derivatives adviser at ASR Wealth Advisers in Sydney, she insisted that a correction is always going to happen.