Sentences with phrase «years earlier the client»

Ten years earlier the client received $ 3000 «cash - back» which felt like free money.

Not exact matches

«The attempt to shift perceptions are hampered by Macy's muddying the water by including the Backstage discount concept in mainstream stores,» Saunders wrote in a note to clients earlier this year.

So earlier this year, we created an introduction video to help clients understand the platform better and address many of the questions we had answered time and time again.

I can't tell you how many times I've met with clients who had planned on working several more years but decided to retire early because they couldn't stand their new bosses.

He also talked about the potential of the company's commercial graphics business that earlier this year inked a deal with The Coca - Cola Company (ko) to handle custom printing of product labels and cookie packaging for corporate clients.

«Our «rational exuberance» rests on a combination of above - trend US and global economic growth, low albeit slowly rising interest rates, and profit growth aided by corporate tax reform likely to be adopted by early next year,» Kostin said in a report for clients.

Early in the year, bond guru Bill Gross warned clients that if the 10 - year Treasury yield jumped past 2.6 percent, bad things for the fixed income market would follow.

The Department of Labor passed a new rule earlier this year requiring that financial advisors who work with clients on retirement plans abide by a fiduciary standard.

The Ombudsman for Banking Services and Investments (OBSI), which handles customer disputes for Scotiabank, CIBC and Bank of Montreal, says it opened 370 banking - related investigations in 2017 to handle customer disputes for its clients, compared with 290 a year earlier.

«The classic stagflationary episode occurred between 1967/68 and the early 1980s,» Victor Shvets, a strategist at Macquarie, wrote in a note to clients last year.

When he ran the numbers for one client, Tallal calculated that putting away money early would result in significant savings: «By starting when his two children were infants and setting aside about $ 6,500 a year for each child, the business owner would wind up spending nearly $ 400,000 less.»

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

Goldman Sachs Group Inc. said Monday that it hired Justin Schmidt as head of digital asset markets to help clients gain exposure to cryptocurrencies, and cryptocurrency - focused hedge funds have continued to open even amid the market slump earlier this year.

«Advisor» Joe Elsasser and «Quant» Ron Piccinini discuss how to protect clients from a down market in the crucial early withdrawal years.

According to Tejera, «the cost of acquiring new clients, establishing the investment structure, then monitoring the investment managers, will often exceed the related compensation in the early years.»

Advisors often make a mistake by limiting their financial advice to younger clients to pay off debt and save money in their early years, she said.

From their early investing days through their peak earning years and into retirement, our private clients benefit from our long view approach.

The Seoul based operator opened a new floor of workstations earlier this year, and their marketing strategy is focused on acquiring international clients.

SAC employees expect clients to say they will take back most of the $ 4 billion they haven't already marked for redemptions by early next year, according to the people, who asked not to be identified because the information is private.

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

But all those connections, according to a U.K. Financial Conduct Authority report earlier this year, were merely «intermediaries that traded on behalf of undisclosed underlying clients.»

At the end of 2017 it had 20 customers trialling it and it hopes to go into alpha testing early in 2018, beta testing with 400 clients in the second quarter and full launch before the end of next year.

The positive incentives to look beyond commodity - driven price softness are (as elaborated in a client presentation earlier this year):

-LSB-...] As an advisor to many early - stage entrepreneur clients over the years, I've experienced the excitement of witnessing venture capital funded startups blossom into thriving mature companies.

The cost is below market value however, to help our client companies in the early years of their start - up.

So when it introduced its two new brands, ThinkKora and Spaces (a company founded seven years ago by Martijn Roordink, Frederique Keuning, and Rattan Chadha in Amsterdam, and acquired by Regus earlier this Spring), Regus had to separate itself from them, since ThinkKora and Space» target market is not their usual share of clients.

An early example would be last week's Eldorado Gold TSX: ELD buyout of Integra Gold TSXV: ICG — «one of my best clients over the years» — in a deal valued at $ 590 million.

The client side came knocking again some years later and Simon joined Nike in the UK, to run Brand Communications (advertising, digital and media) for football, athletic training and iD, developing their early forays into social media and gaming.

In addition, Kerry advises clients on innovation & strategy, leveraging over 20 years» experience launching and growing startups and new lines of business, An active start - up coach, Kerry is a frequent speaker on entrepreneurship, innovation, and early - stage investing and serves as judge at startup competitions nationwide.

The conceit that law is not a business, or only incidentally so, seems connected with the efforts of elite lawyers in the early years of this century to distance themselves from the buccaneer - founders of their own firms and from «hustling» immigrant lawyers, as well as to assert their independence from their own clients.

The lobbyist whose wife rented a bedroom in a Capitol Hill condo to EPA Administrator Scott Pruitt says he met with Pruitt last July with the charitable arm of pork processor Smithfield Foods Inc., despite earlier saying he hadn't lobbied the agency on behalf of clients in the past year.

Earlier this year, Ledo, a producer and distributor of ice cream and frozen food, entered a partnership under license with Beanstalk client Baileys, to develop the range of Baileys topped ice cream.

If you caught the first episode of ABC's War on Waste program earlier this year, two things may have jumped out at you: firstly, the scale of food loss and food waste in Australia; and secondly, the incredible efforts that Foodbank and the food industry, including Australian Organic members and clients, are making right across...

He's probably not going to sign until it's already 2015, as his agent, Scott Boras, is never in a rush for this sort of thing unless someone floors his client with a deal that just can't be turned down — think back to Jacoby Ellsbury agreeing to a seven - year, $ 153 million contract with the Yankees in early December of 2013 for an example that sort of thing.

Earlier this week, agent Donato Di Campli confirmed that his client is pondering his future after Paris Saint - Germain failed to improve in recent years.

I also added a child to our family 9 years ago, and had a great team of doulas to support our clients during my early months at home.

Cuts in state funding earlier this year forced the agency to drop more than half of its young clients, but it hopes to restore services in the West Town, Logan Square and Humboldt Park neighborhoods by the end of the year.

CPS Enhancement Funds are designed to reduce Child Protective Services» staff - to - client ratios and will be used to offset the costs of the new CPS positions added earlier this year.

Manhattan - based Park Strategies, which is also one of the larger state lobbyists, filed in Nassau to represent 20 clients, including Forest City Ratner (which also registered its own employees as lobbyists); Gannett Fleming Engineers, which has won more than $ 6 million in county contracts since 2011, mostly to design and oversee wastewater treatment plant improvements; and Allvision, a company that was poised to erect large electronic billboards across Nassau before the project stalled earlier this year.

Earlier this year, Balboni, who has some clients who do business with the state, co-hosted a «Republicans for Cuomo» event at The Pierre Hotel in Manhattan, — an event for which tickets went for as much as $ 50,000 a head.

The panel, appointed in early July by Gov. Andrew Cuomo in response to this year's torrent of public corruption scandals, last month sent letters to both chambers requesting that members deriving more than $ 20,000 in outside income disclose their sources, and that lawmakers who are attorneys disclose their civil or criminal clients — an element of transparency that the Legislature has resisted for years, claiming it violates attorney - client privilege.

BSD signed the Labour Party as a client earlier this year.

He rejected a request by a defense lawyer for Gonzalez that his client receive two years in prison, like the sentence bestowed earlier this month on 81 - year - old Joseph Bruno, the Republican leader of the state Senate for 13 years who was convicted of two fraud charges.

Exemplified in a new charity «Young Dementia UK, who report that many of their clients are in their late 40's and early 50's - something unthinkable twenty years ago»

I sat down with Neal earlier this year at the Reebok Athlete Summit in the Bahamas to discuss everything from the evolution of his CrossFit Games career and his approach this season to his little - known passions for training clients with disabilities and animal rights.

We often find that many of our clients have been hypothyroid for prolonged periods of time, even as far back as early childhood or teenage years.

In Philadelphia, she said, her clients tend to be late - 20s to early 30s (through early 50s) and «burnt out» with online dating — which, of note, has seemingly broken through the stigma barrier in recent years, as 15 percent of all U.S. adults have now used an online dating service, according to a Pew survey.

Her client, wealthy career politician Castillo (Joaquim De Almeida), is running for president of Bolivia, a position he won and then relinquished years earlier, and he's down almost 30 points from the frontrunner, a fiery political upstart promising major change.

After multiple women came forward with sexual - harassment allegations against James Franco when he won his Golden Globe earlier this year, many publicists around town are wary about putting their clients up on that Oscar stage with some 30 million eyeballs glaring down at them.

Building on countless construction projects completed over its 80 - year history, Clugston Construction engaged with the client and design team from a very early stage, establishing a close relationship with the college and ensuring effective communication was maintained throughout the scheme.