Sentences with phrase «years as an investment adviser»

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

He worked for 25 years at Rothschild as an adviser before founding his own investment firm in 2000, and he's long been a supporter of deregulation.

From his vantage point of more than 20 years» experience as a business owner and investment adviser, Adams contends that «people in the investment business should run their own companies so they can appreciate profits and the bottom line.»

Both Wataniya Mobile and British Gas are major clients of JP Morgan, the US investment bank that pays Blair # 2m a year for his role as a senior adviser.

As RBC Dominion Securities investment adviser Nathan Mechanic told me many years ago, Alzheimer's can have a devastating effect on family finances.

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Services can include an update of your financial advice and a Statement of Advice (SOA) or Record of Advice (ROA) each year, or other services such as reports on your investment portfolio, newsletters, invitations to seminars and access to a financial adviser.

As an investment adviser, for a time horizon of 3 years, I don't advise my clients to invest in equity or equity mutual funds.

When robo advisers first became popular five years ago, they were hailed as transparent, low - cost investment solutions, especially for investors just starting out.

It has a fund charge of 0.3 % and a management fee of 0.25 % for each investment, as well as the adviser taking 0.5 % per year.

This year Dr Pachauri joined the New York investment fund Pegasus as a «strategic adviser», and was made chairman of the advisory board to the Asian Development Bank, strongly supportive of CDM trading, whose CEO warned that failure to agree a treaty at Copenhagen would lead to a collapse of the carbon market.

As the physicist and energy analyst John Holdren told me in 2006, before he was President Obama's science adviser, «We've got a $ 12 trillion capital investment in the world energy economy and a turnover time of 30 to 40 years....

Dan finished college when he was 20 before going to the University of Pennsylvania School of Dental Medicine, and then practiced in Philadelphia for 22 years before deciding to move to California and begin a second career as a licensed investment adviser.