Sentences with phrase «wealth advisers who»

Gurney is among a growing number of financial educators, investment advisers, brokers and wealth advisers who use lessons gleaned from psychology, cognitive theory and even neuroscience to find better ways to help their clients.

Not exact matches

«If somebody moves to us with these funds [in their portfolio], we're looking for an immediate maturity date to get out,» says a Vancouver investment adviser with a nationwide wealth management firm who asked not to be named.

«Giving referrals is the heart - blood of the adviser business, and it is often the referral from a person you did not expect who becomes a top client,» said Mark S. Germain, CFP, founder and CEO of Beacon Wealth Management.

Until now, Merrill Lynch Wealth Management's top recognition club was its «Circle of Champions» for financial advisers who produced $ 4 million of commissions and fees, or received 2.5 million of «production credits» for sales of products and services that qualified them for the firm's top sales payout.

For Howard «Buddy» Goldman III, a wealth management adviser for Northwestern Mutual in Owings Mills, Monday started with a phone call from one of his clients, an elderly woman who'd been watching the news as the Dow Jones industrial average plummeted more...

Going forward, advisers and wealth management firms who choose to ignore fiduciary standards face serious risk of reputational damage and, ultimately, lost assets under management.

A detailed weekend report by the New York Times, for example, states that «members of the royal family, and relatives, advisers and associates of the detainees» say those who were kidnapped were coerced and physically abused in some cases, and that billions of dollars in private wealth were transferred to Crown Prince's Mohammed's control.

We still have a wealth of former Cabinet and lower - ranking Ministers, both in and out of Parliament - why not link each Cabinet Minister with a former Minister (who served in the Department, if possible) as an initial adviser on how to get to grips with the role?

This plan is best for someone who wants the ease of digital wealth management but also appreciates a more hands - on, personal relationship with a wealth adviser.

Paul Philip, president of Don Mills, Ont. - based Financial Wealth Builders insists there's plenty of investment information out there but most clients need the «wisdom» of a human financial adviser who has been through all market cycles.

For those who can't find one or just don't have the wealth to interest one, «Robo advisers are a great idea.

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.

«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.

Alternatively, phone our travel advisers who have a wealth of knowledge about the resorts, hotels and exciting itineraries to help plan your perfect Gran Canaria holiday.

Our clients include the full spectrum of family offices, including: investment advisers who have converted their third party advisory business into a private investment business, families who have been investing privately for years and families who have generated recent wealth through the sale of a business.

There were responses from over 500 wealth advisers and private bankers who in total represent approximately 50,000 clients that have a cumulative wealth that amounts to over $ 3 trillion.

Wealth management firm Merrill Lynch has blocked all of its clients and financial advisers who manage money for clients from trading Bitcoin over fears of instability relating to the cryptocurrency, the Wall Street Journal reported.

According to Knight Frank's most recent Wealth Report, roughly 21 percent of the wealth advisers and private bankers who responded claim their wealthy clients added to their cryptocurrency investments inWealth Report, roughly 21 percent of the wealth advisers and private bankers who responded claim their wealthy clients added to their cryptocurrency investments inwealth advisers and private bankers who responded claim their wealthy clients added to their cryptocurrency investments in 2017.

«A person with easy access to cash may have a leg up over someone who has to have long - term financing,» explains Tucker Watkins, a private wealth adviser with wealth - management company Ameriprise Financial Inc..