Sentences with phrase «well as financial advisors»

It has an international team consisting of developers from Spain, Russia, India and Thailand, as well as financial advisors from the UK and the USA, Lithuania and Singapore.

Whilst the Commonwealth, represented by ASIC («ASIC»), is the developer and owner of the Reverse Mortgage Calculator («Calculator»), the Calculator is available for use by members of the public as well as financial advisors and as such ASIC has no direct control over the results generated by such Calculator.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

Not exact matches

Indeed, the sale of high - commission annuities has been flagged as one of the more egregious ways that financial advisors fail to act in their clients» best interests.

Doctors and lawyers are legally required to do what's best for you — why not your financial advisor as well?

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

Yet, I often find myself playing the role of therapist as well as that of financial advisor.

In short, this is the quickest path to bankruptcy, so if you're looking for some extra financial help, exhaust all your resources, as well as possibly talk to a financial advisor.

As Suze Orman, best - selling author, award - winning financial advisor and former CNBC host, writes in a recent blog post, before making a purchase, ask yourself, «Is this a need or a want?»

Because of the rapidly rising cost of retiree health care, financial advisors are also recommending people take action to improve their actual health as well as their financial health.

As counterintuitive as it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clientAs counterintuitive as it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clientas it may seem, advisors are in the best position to spot and report bad actors and instances of financial abuse among their elderly clients.

Financial advisors universally rank getting rid of credit card debt as one of the best ways to spend your tax refund.

Services beyond financial advisory, tax planning, and investment management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio accounting, financial reporting, philanthropy management, concierge services, as well as data and document management.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

Prior to joining Halbert Hargrove in 2012, James worked as a financial advisor with Citi Personal Wealth Management as well as Edward Jones Investments.

Rich Best has spent more than 30 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry.

The discovery process may feel a little intrusive to some, but it is important for the financial advisor to get as much information as possible to provide the best recommendations possible.

Is Real Estate a Good Investment — Tony's personal financial advisor, Ajay Gupta, talks about the benefits and disadvantages of owning your own home, and investing in real estate as a whole.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

It's important because it draws attention to the fact that, unlike doctors and lawyers, many financial advisors are not legally obligated to act in their clients» best interests (this concept known as the fiduciary standard).

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

He enjoys serving as a financial advisor to a broad range of clients and utilizing SBA lending programs that best meet their corporate profile and financial goals.

Due in part to a growing lack of faith in traditional financial advising brought about by this trend, more and more investors are switching to low - cost passive online advisors (often called robo - advisors) who exclusively or almost exclusively invest clients» capital into index - tracking funds, the thought being that if they can not beat the market they may as well join it.

She has been named as a top advisor by Worth and Washingtonian magazines as well as Bloomberg Wealth Manager and was named to Financial Times Top 100 Women Financial Advisers list in 2014.

Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities.

When they are marketing their services to the investing public and enticing clients into handing over their hard - earned savings, these sales - based financial professionals present themselves as «trusted advisors» whose only concern is their clients» best interest.

In addition to providing a gateway into impact investing for financial advisors and their clients, the ImpactAssets 50 also presents fund managers that are leaders in this rapidly growing field, and are paving the way through their investments as well as their impact reporting.

Morgan Stanley Public Finance, the firm's municipal banking team, coordinated a comprehensive pre-pricing marketing effort that leveraged the Morgan Stanley Institute for Sustainable Investing, Wealth Management Financial Advisors, as well as Institutional sales teams and syndicate desks in New York and London.

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.

If not, add another resolution to your list — finding an advisor who can sort through the constantly changing financial landscape with your best interests as their guiding light.

The financial industry faces three main challenges — mounting regulatory pressure and industry disruptors in the form of Wealthfront and Betterment (Investment service), as well as risks to financial advisors from the great wealth transfer.

Many times, the financial advisor who sold the original variable annuity is no longer around to advise a client as to whether it's best to move ahead with surrender, leading to investor confusion over a thorny financial decision, he said.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

Rich gained experience in trading as well as portfolio management systems with Laurel Capital Advisors (a unit of the former Mellon Financial), and the Pittsburgh institutional office of Merrill Lynch.

There are 10,000 baby boomers retiring every day for the next 20 years, so obviously many advisors will be retiring as well, considering the average age of all financial advisors in somewhere in the 50s.

Many financial news sites, including The Washington Post, recommend finding a fiduciary advisor, as they are bound by law to make recommendations based on what is best for you, the client.

In addition, the IPC Advisory board includes industry professionals outside Edward Jones, as well as our own financial advisors, so we can receive a wide variety of diverse input and perspectives.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

If you think the manager has done well with Arsenal's resources it's just as well you're not his financial advisor.

Wilson added: «I am very pleased to be joining Tulchan, which has a well - earned reputation as a market - leading advisor on strategic corporate and financial communications.

As my own DIY financial advisor, I've grown our portfolio from $ 100,000 to well over $ 500,000.

Starring Jason Bateman (who also directed a handful of episodes) as a mild - mannered financial advisor indebted to a Mexican cartel, Ozark quickly unfolded into a messy game of cat and mouse, with career - best turns from Bateman and Laura Linney, who plays his long - suffering wife.

It's always best to seek the advice of your financial advisor, tax advisor or your insurance agent when you are buying a life insurance policy, naming your beneficiaries, and making any changes to your policy, as to whether those choices may result in tax consequences.

Talk to your financial advisor about the types of accounts that can help you make the most of your money, as well as about the appropriate investments for you.

(Michael also published a Summer Reading List for Financial Advisors this week as well.)

If you have ever met with a financial advisor about investments, chances are he or she may have proposed annuities as a good way for you to go.

In the past, so - called recharacterizations of Roth conversions have acted as an important «check - and - balance» for helping clients decide whether moving money between IRAs was a good idea, points out Leon LaBrecque, managing partner of LJPR Financial Advisors in Troy, Mich., which manages nearly $ 800 million.

Consider rebalancing your budget, or talk to a financial advisor to see if your allocations are appropriate for your time horizon, as well as your short - and long - term goals.

The key job of a retirement financial advisor is to help determine the best time to take key steps — such as making retirement saving account withdrawals, rebalancing investments or beginning to collect Social Security benefits — that will help you experience the retirement you envision.