Sentences with phrase «with independent financial advisors»

Unless there happen to be any suitably qualified people frequenting this site, you may do better arranging a meeting with an independent financial advisor who deals with pensions.

Not exact matches

You can spend up to a year working with legal and financial advisors to meet requirements, such as obtaining an independent appraisal to value the company's stock.

You should be aware of all the risks associated with foreign exchange trading and seek advice from an independent financial advisor if you have any doubts.

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.

«We have identified a great firm in Sterne Agee to bolster our Global Wealth Management group with the addition of more than 700 financial advisors and independent representatives increasing advisor professionals by 35 %.

Wealthstream Advisors works with people who are seeking in - depth financial planning and independent investment management so that they have the confidence and knowledge they need to navigate the complexities that wealth brings.

You should not make any financial investment or trading decision, based on any of the information presented without first undertaking independent, due diligence, and consultation with a professional broker, or competent financial advisor.

Note for Financial Professionals Fiduciary Investment Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financialFinancial Professionals Fiduciary Investment Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financialfinancial advisor.

Survey methodology: MFS Investment Management partnered with CoreData Research, an independent third - party research provider, to design and field a study among financial advisors, institutional investors and professional buyers in North America, Latin America, Europe and Asia - Pacific.

In an emailed statement in response to the SEC filing, Tribune Publishing spokeswoman Dana Meyer said, «As previously disclosed, the Tribune Publishing Board of Directors is reviewing Gannett's revised proposal in consultation with its independent financial and legal advisor.

They included registered investment advisors, bank financial advisors, advisors affiliated with an independent broker - dealer, advisors affiliated with a national wirehouse, and advisors affiliated with an insurance company.

Back in 2002 a group of educational travel companies came together and pioneered a robust verification scheme which featured an audit of all members every year by independent experts By measuring against a comprehensive code of practice that had been developed with, amongst others, health & safety experts, teachers» unions», head teachers» associations, outdoor advisors and top legal advice, the audit ensures all aspects of a company's business was examined, this includes worldwide health & safety management, financial security, consumer protection, fair terms and conditions and, for when it does go wrong, a commitment to independent arbitration.

The Board of Education elected to begin using variable rate debt in Fiscal Year 2001, with the advice of independent financial advisors.

The decision was made by the Board of Education with the advice of independent financial advisors.

The DOT employs the services of an independent financial advisor to assist with financial and credit risk assessments of the project.

After concluding its review of each Letter of Interest (including both the initial eligibility determination and an in - depth review of the creditworthiness of the project) and related information submitted by potential applicants, along with the independent financial analysis report from the DOT's independent financial advisor, and after the project sponsor's oral presentation, the DOT will invite sponsors of eligible projects to submit complete applications.

You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

If you are still uncertain about whether you should get business insurance, it may benefit you to speak with a financial advisor or qualified independent insurance agent to learn more about how coverage can help you and to discover how affordable it can be.

The mutual fund industry and its supposedly «independent» financial advisors, who only promote mutual funds with sales loads and four stars and five stars, both know that these funds are easier to sell to naive investors.

And with the financial world changing rapidly, you may be able to save yourself a lot of time and headaches by seeking advice from an independent financial advisor.

We recommend that you speak with an independent retirement financial planner or other trusted advisor when you are evaluating an annuity.

Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.

Consult with your independent legal, business and financial advisor before acting on any information provided on this website.

Dalbar's Harvey says the failure of Lehman Brothers and other financial services firms like Washington Mutual and Wachovia has forced many advisors to leave the industry or go independent, where they can keep 98 percent of the fees they generate instead of splitting them down the middle with the firm.

While working families struggle with these challenges, independent academic research has confirmed that those who work with a financial advisor are better protected, accumulating nearly four times more wealth than those who don't.

Permanent life insurance is a complicated product, so you should consult with both your financial advisor and an independent agent who specializes in life insurance to assess your needs and advise you on the best policy for you.

Before deciding to trade, you should become aware of all the risks associated with CFD trading, and seek advice from an independent and suitably licensed financial advisor.

ShopNBC (Nasdaq: VVTV), the premium lifestyle brand in electronic retailing, today announced that the Special Committee of independent members of its Board of Directors has concluded its comprehensive review of strategic alternatives commenced on September 10, 2008, with the assistance of its independent financial advisor, Piper Jaffray & Co..

Independent Life Assignment Company will work with settlement advisors to meet the financial needs of personal injury victims and their families, which will be funded with custom annuities from Independent Life Insurance Company.

For five years, she unsuccessfully attempted, with the help of independent legal and financial advisors, to renegotiate almost every element of the marriage contract.

Today we're talking with Brad Johnson about the parallels between independent financial advising firms and small law firms, and trying to figure out why it's so challenging for financial advisors to build referral networks with lawyers.

Because this is a long term investment, you are best advised to discuss your insurance needs with a financial advisor or an independent insurance agent in order to make an informed choice.

Clients have flexible choices, and are provided with expert advice and knowledge by Financial Advisors which either operate as Tied - Agents, or Independent Advisors for Liberty.

Independent insurance agents, like independent financial advisors, are thought to be able to provide their clients with a wider array of options when it comes to insurancIndependent insurance agents, like independent financial advisors, are thought to be able to provide their clients with a wider array of options when it comes to insurancindependent financial advisors, are thought to be able to provide their clients with a wider array of options when it comes to insurance products.

Speaking with an independent insurance agent or a financial advisor can help you make the most informed decision.

If you are still uncertain about whether you should get business insurance, it may benefit you to speak with a financial advisor or qualified independent insurance agent to learn more about how coverage can help you and to discover how affordable it can be.

New York About Blog Complete Advisors is an Independent, certified financial advisory and planning firm, which assumes a direct fiduciary relationship with investors, specializing in 401 - K solutions as well as retirement income planning, investment management, wealth management and estate planning.

In the collaborative divorce process an independent financial advisor (similarly skilled in collaborative divorce) will be contacted to assist with resolving any financial issues that arise.

One of the privileges of presiding over a financial product platform for independent wealth managers is the opportunity to observe which investment themes might resonate with advisors and their clients.

«Since the Independent Directors have refused to meet with our financial and legal advisors to hear our positions prior to taking this ill - advised action, we are forced to make our concerns and point of view public today by releasing a copy of our letter to the Special Committee of the Board.»