Sentences with phrase «working as a fiduciary»

Not exact matches

Work with an advisor who acts as a fiduciary, to help create a plan for your next moves when it comes to saving money, investing it and dealing with tax liabilities.

Juliana Pang joined Fiduciary Trust Canada in 2005 as a Private Client Service Associate, having worked for Franklin Templeton Investments since 1998.

«I work with ERISA and know from experience that working with the fiduciary standard benefits the plan sponsor as well as the employee.»

The two lawmakers state that they specifically want to see correspondence regarding the department's consultation with SEC «as it worked to introduce a new proposal to redefine the fiduciary standard» under the Employee Retirement Income Security Act.

With our fiduciary responsibility, you can rest assured that we will work for your best interests, providing you with sound advice regarding financial tools such as stocks, bonds, mutual funds, and exchange - traded funds.

His practice focuses on cross-border tax and structuring, asset protection, multi-jurisdictional investment structures, as well as international tax controversy work for clients involving the use of trusts, foundations, insurance solutions, and other fiduciary arrangements.

Description: As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning.

Be sure to get someone who is fee based and acts as your Fiduciary, not someone who works on commissions etc...

When you work with a Fee - Only Financial Planner, the result is unbiased financial advice from a professional who is committed to acting as a fiduciary in a client - centered relationship.

«As a fiduciary of the New York City Employee Retirement System for the last 8 years, Scott has worked with his fellow trustees to grow the City's pension funds through prudent investments, improving diversification and ensuring more rigorous assessment of risks to investments such as corporate accountability and violations of environmental regulations.&raquAs a fiduciary of the New York City Employee Retirement System for the last 8 years, Scott has worked with his fellow trustees to grow the City's pension funds through prudent investments, improving diversification and ensuring more rigorous assessment of risks to investments such as corporate accountability and violations of environmental regulations.&raquas corporate accountability and violations of environmental regulations.»

He questioned the financial and fiduciary relationships held by lawmakers to clients at law firms or when they work as investment advisors.

As a fiduciary for your wealth, we strive to exhibit intelligence, wisdom, and humility in our work and advice.

We work only as a fiduciary advisor to our clients in exchange for a reasonable fee.

With our fiduciary responsibility, you can rest assured that we will work for your best interests, providing you with sound advice regarding financial tools such as stocks, bonds, mutual funds, and exchange - traded funds.

I disagree that any agent working on behalf of a consumer has that requirement as part of their fiduciary.

As a trusted fiduciary and fee - only financial planning firm, we work passionately to help families manage and preserve their assets.

They are not do - it - yourself investors and we manage their money in a very low - cost way under a fiduciary standard, and we offer a credentialed, very highly trained advisor and a support person as their team to work with, and we execute an investment methodology that I'm sure we'll talk a lot about because this man sitting next to me is responsible for having invented quite a bit of it.

In 2009, Kat joined Love - A-Bull as the organization's accountant, working to protect the financial health and offer guidance to all involved on the fiduciary responsibilities required in running a non-profit.

Public Awareness: Operation Kindness and its communications partners work strategically and actively to regularly disseminate shelter and animal welfare information with little - to - no cost as a part of our fiduciary responsibility to our stakeholders.

The previous initiative saw hundreds of companies becoming signatories to the CDSB Statement on fiduciary duty & climate change disclosure and agreeing to work toward reporting climate change - related information in mainstream corporate reports, using a recognized international framework such as the CDSB Climate Change Reporting Framework.

It states the DOL «will not pursue claims against fiduciaries who are working diligently and in good faith to comply with the fiduciary duty rule and exemptions, or treat those fiduciaries as being in violation of the fiduciary duty rule and exemptions.»

The tech consultants you work with should have a fiduciary mindset, as opposed to a transactional one.

«You do a lot of commercial cases like contract disputes, as well as class actions, but you can also branch out into white collar work and collaborate with our private client group on fiduciary litigation.»

Plaintiffs and defendants of corporate litigation often range from business partnerships to international corporations, as well as those who work for those organizations or owe a fiduciary duty to them or benefit from them.

«As one of the only financial firms advocating for working families and retirees by supporting the Fiduciary Rule, Personal Capital applauds this courageous ruling.»

Recent examples of Jane's work include: acting for a British retail and commercial bank in a breach of contract dispute (with Andrew Hochhauser QC); acting for a professional association football club in a dispute concerning breaches of fiduciary duty (with Paul McGrath QC); acting as sole Counsel for a pharmaceutical company in an injunction dispute against a senior employee (and successfully obtaining a garden leave injunction); and acting in a complex, multi-party dispute containing allegations of fraud (with Daniel Oudkerk QC).

She works with intermediaries and external advisers to set up bespoke structures while, as in - house Legal Counsel, she provides internal advice to Salamanca Trust and Fiduciary on all aspects of its trust business across its network of offices.

Those of us who have had to refer to Ballem's masterpiece, The oil and gas lease in Canada (now in its third edition) and his pioneering work on fiduciary duties in the 1963 Alberta Law Review, will likely not realize that he was also the author of fourteen novels (The Devil's Lighter, The Dirty Scenario, The Judas Conspiracy (reissued as Alberta Alone), The Moon Pool, Sacrifice Play, The Marigot Run, Oilpatch Empire, Death Spiral, The Barons, Manchineel,... [more]

As a fiduciary, you need to let the client know just how much time you'll be spending — explain to the client why less than an hour of work is «worth» $ 1500.

These individuals, whether paid or working as a volunteer, are held liable for actions of a fiduciary nature.

From 2000 - 2003 worked as a Staff Accountant in the B.T. Johnson, CPA, Richmond, VA, and was responsible for efficiently handling and preparing personal, company, and fiduciary income and estate tax proceeds.

Regarding the authors following statement: «The Working With a REALTOR ® brochure, a great place to start your Agency conversation, lists one of your fiduciary duties as «undivided loyalty».

The Working With a REALTOR ® brochure, a great place to start your Agency conversation, lists one of your fiduciary duties as «undivided loyalty».

The Office of Housing will continue to work on planned sales of defaulted notes, as required for the orderly termination of HUD's fiduciary insurance and servicing obligations.

Yes, the landscape of fiduciary has changed since the old days of the early» 90's but the co-operative system we have worked so hard to build, our MLS system is just that... co-operative and that said, there is nothing wrong with providing feedback to the listing agent as they one day will be showing your listing.

Remember if you are the listing agent or a subagent to the seller, your principal fiduciary duty is to the sellers, even if you are also working with the buyers as customers.

The seller sets the price, with guidance from a Realtor, and the seller accepts or refuses offers, with guidance from his / her Realtor, which said listing Realtor is working for his / her seller's fiduciary interests, as said listing Realtor damn well should be.

Without a representation agreement though Dave or proven implied agency, dual agency would not apply to you as the brokerage and the REALTOR you would be working with owes you no agency (fiduciary duty) nor would they have any obligation to protect or further your interests.

In particular as it relates to an open house, the Fiduciary aspect of the Agency Working Relationship compels a real estate practitioner REALTOR to contain themselves within the requirement of «undivided loyalty» for the duration of the open house.

In Moser v. Bertram, the Supreme Court of New Mexico addressed whether a listing agent, who worked for the same broker as the buyer's agent, owed fiduciary duties to the buyer.

I disagree that any agent working on behalf of a consumer has that requirement as part of their fiduciary.

When working as an agent of any sorts, for anyone you have a fiduciary responsibility to your respective client (s) to put their best interests ahead of your own.

The IRS enforces very strict laws that prohibit you from using your real estate IRA to transact directly with yourself, your spouse, your children, grandchildren, parents or grandparents or those of your spouse, as well as any advisor who works with you on your real estate IRA in a fiduciary capacity.

Buyer's agents have a fiduciary duty to search for all available properties — just as the listing agent has a duty to work with all potential buyers — unless the agency agreement says otherwise.