Sentences with phrase «with other advisers»

Winner - the ASDA «Brick» Award 2012 for «Working Better Together» - in recognition of increased scope of work and ability to work effectively with other advisers

Not exact matches

An adviser who earns a flat fee - such an hourly rate or a set percentage of your portfolio value - is much better aligned with you than an adviser who earns commissions for selling you particular mutual funds, insurance policies, or other products.

The revelation is a peek into Mueller's calculations as he proceeds with his many - headed probe, while pressure builds from the president's advisers and other Republicans to show progress or wrap it up.

Holders of Venezuelan bonds are meeting with each other and considering forming committees, advisers and fund managers told Reuters, as questions mount about the feasibility of President Nicolas Maduro's proposal to restructure $ 60 billion of debt.

Legal experts told Business Insider that the plea deal struck by Michael Flynn, the former White House national security adviser, with the special counsel Robert Mueller was most likely evidence that Flynn has damaging information to offer prosecutors on other persons of interest in the Russia investigation.

Other key questions revolve around Trump's relationships with his former national security adviser Michael Flynn, attorney general Jeff Sessions, and James Comey, the FBI director that Trump fired in May 2017.

(Bleszinksi now serves as an adviser, while the other two founders are no longer involved with the company.)

These people are sitting in the same meetings with Trump and other advocates of protectionist policies, like trade adviser Peter Navarro.

New York's state banking regulator asked Deutsche Bank and two other lenders for information on their relationships with U.S. President Donald Trump's son - in - law and White House senior adviser Jared Kushner and his family's real estate company, a person familiar with the matter told Reuters.

Many low - cost investment advisers have since pivoted to serve other financial institutions (i.e., retirement plan providers), with many shifting away from the direct - to - consumer approach altogether.

If it can't — if we humans are hardwired to engage emotionally only with other humans — then all those financial advisers, lawyers, and other relationship workers are safe.

The crown prince has recently stepped up his role in advancing talks, and has met with presidential adviser Jared Kushner and other US officials to discuss the Arab role in bringing about Middle East peace.

In the week following former national security adviser Michael Flynn's guilty plea, new details have emerged about the meeting President Donald Trump's son, Donald Trump Jr., attended in July 2016 with a Russian lawyer who offered him «dirt» on Hillary Clinton, among other revelations.

Two other Trump associates — former campaign adviser George Papadopoulos and former White House national security adviser Michael Flynn — pleaded guilty last year and are cooperating with the Mueller probe.

The meeting, Papadopoulos wrote, would be «for August or September in the UK (London) with me and my national chairman, and maybe one other foreign policy adviser and you, members of president putin's office and the mfa to hold a day of consultations and to meet one another.»

Trump has regularly ranted to friends and advisers about the investigation into Cohen, according to two other people familiar with the conversations.

So what we are left with, I fear, is the kind of complexity only financial institutions and advisers might love because of administrative and other fees.

On the other hand, if some advisers would comply with or without a delay or would fail to comply with or without a delay, then the estimate overstates the delay's impact.

They would not be specifically required to meet other transition period requirements of these PTEs, such as to make specific written disclosures and representations of fiduciary status and of compliance with fiduciary standards in investor communications, designate a person or persons responsible for addressing material conflicts of interest and monitoring advisers» adherence to the Impartial Conduct Standards, and comply with new recordkeeping obligations.

He was one of the earliest backers of the president's political ambitions, and during the 2016 campaign served as a prominent adviser and spokesman, despite disagreements with others on the campaign.

In other words, 401 (k) plans with an investment adviser will generally not be affected by the rule.

Further, ERISA's reference to «render [ing] investment advice for a fee or other compensation» incorporates terminology in the IAA, which — in accordance with the industry understanding and practice when the IAA was enacted — excludes broker - dealers executing sales from the definition of «investment adviser.»

An announcement for the event explains, «The panel will provide tax counsel, accountants and other advisers with a critical look at new IRS initiatives on taxpayer compliance and reporting obligations for cryptocurrency (e.g. Bitcoin, Ethereum, etc.) transactions.

Another top Trump adviser, Kellyanne Conway, is wealthy as well, but modestly so when compared with Mr. Cohn and some of her other superrich colleagues.

The panel will provide tax counsel, accountants and other advisers with a critical look at new IRS initiatives on taxpayer compliance and reporting obligations for cryptocurrency (e.g. Bitcoin, Ethereum, etc.) transactions.

WASHINGTON — With trade tensions mounting between the United States and China, President Trump said he would dispatch his Treasury secretary, Steven Mnuchin, and other top economic advisers to Beijing next week to try to forestall an all - out trade war.

In a meeting with the president and other advisers, Summers warned that even after the economy recovered, large swaths of the population would be left without jobs.

And should not be construed, nor should one infer, that Mark is in any way, shape, manner, or form: a financial adviser, or recommending what one should do with their investing, or any other monetary decisions.

In other words, many people people with a low level of assets under management are under - serviced by human financial advisers.

The delegation also includes Robert Lighthizer, the United States trade representative, who, like Mr. Navarro, embraces a more combative approach to dealing with China than other advisers on the trip.

He also advises securities dealers, advisers, investment fund managers and other market participants in connection with their registration and compliance issues.

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

He resigned from his role as a Trump adviser on regulatory reform in August, just as several other presidential advisers cut ties with Trump following his response to the white nationalist rally in Charlottesville, Virginia, that left one protester dead.

«At one point, I had more clients» assets invested with him than any other adviser.

A delegation led by Treasury Secretary Steve Mnuchin and Commerce Secretary Wilbur Ross held talks in Beijing on Thursday with Chinese Vice Premier Liu He, President Xi Jinping's top economic adviser, and other senior officials.

This account of Trump's tumultuous first days in office comes from interviews with nearly a dozen senior White House officials and other Trump advisers and confidants, some of whom spoke on the condition of anonymity to describe private conversations and moments.

Unlike other senior aides — Chief of Staff Reince Priebus, chief strategist Stephen K. Bannon, counselor Kellyanne Conway and senior adviser Jared Kushner, the president's son - in - law — Spicer does not enjoy a close and long - standing personal relationship with Trump.

A joint statement this week from more than 60 conservatives, including former attorney general Edwin Meese and Family Research Council President Tony Perkins, demanded that Facebook and other tech giants «rectify their credibility with the conservative movement» by explaining why content is taken down and accounts deleted and by including more conservative groups on its list of advisers.

As a result of Trump's desire to keep everyone off - kilter, every other government is going to spend Friday wondering if they're about to deal with not just a new secretary of state but also a new national security adviser.

I measure my success as an adviser with one eye on the growth of the core business and the other on how much equity the founders are able to hold on to through that process.

In a recent speech, Julie M. Riewe, Co-Chief of the AMU, discussed the AMU's collaboration with other SEC divisions; detailed the AMU's 2015 enforcement priorities with respect to registered investment companies, hedge funds, private equity funds and separately managed accounts; and discussed the AMU's focus on conflicts — their ubiquity, the difficulty or impossibility of eliminating them, the limited extent to which disclosure can cure conflicts, the salience of conflicts when an investment adviser and broker - dealer are affiliated, and related considerations.

The Sponsor has consulted with counsel, accountants and other advisers regarding the formation and operation of the Trust.

Despite this, she along with many other advisers to the Government, continue to advocate still wider access to emergency birth control.

For the third position, a carbon farming adviser will work with project leaders and teams to develop methodologies relevant to the Commonwealth's overall carbon farming initiative — and any other opportunities to farm profitably — while lowering the carbon footprint.

Bega adviser David Williams yesterday said WCB's other suitor didn't see any competition issues with the merger, and questioned the logic of Murray Goulburn going to the tribunal.

This article is based on conversations with Catherine Barnard, professor of EU Law at the University of Cambridge, Anand Menon, professor of European Politics and Foreign Affairs at King's College London and director of UK in a Changing Europe, Steve Peers, professor of EU, Human Rights and World Trade Law at the University of Essex, Amy Porges, adviser and government representative on WTO negotiations and litigation and free trade agreements, John Springford, director of Research at the Centre for European Reform and other politicians, trade negotiators, civil servants and officials in London, Washington and Brussels who asked not to be named.

Stephen K. Bannon, the embattled chief strategist who helped President Trump win the 2016 election but clashed for months with other senior West Wing advisers, is leaving his post, effective at the end of today, a White House spokeswoman announced.

An investment analyst who worked with the Town of Oyster Bay but, like other outside advisers, said he was kept out of the loop about the town - guaranteed loans for restaurateur Harendra Singh testified Wednesday that he bought securities amid the town's weakened financial state when it offered taxpayer - funded incentives.

Johnson said he values Bierwirth's opinion and would make an effort to work with other trustees «as a cohesive group» to carry out the special adviser's recommendations.

De Blasio refused to release emails from Rosen and four others advisers, dubbing them as «agents of the city whose communications with the mayor «are exempt from disclosure when related solely to City business and not on behalf of any client.»