| 单词 | investment advisor |
| 例句 | My investment advisor, AllianceBernstein , brags at its annual meeting that it's buying Ford. Detroit's Long Road 2010-03-25T17:20:00Z It said it had hired U.S. crypto firm Galaxy as an investment advisor in part to manage the risk that "information leakage" would lead to short-selling activity and sharp declines in the price of crypto. FTX gets court approval to sell crypto assets 2023-09-13T04:00:00Z Lander serves as investment advisor for the New York Retirement Systems, which held UPS shares valued at $191.1 million as of June 30. UPS and Teamsters to restart talks in effort to avoid strike 2023-07-25T04:00:00Z In 2014, he admitted to violating Texas securities law over not registering as an investment advisor while soliciting clients. Texas lawmakers recommend impeaching Attorney General Ken Paxton after Republican investigation 2023-05-25T04:00:00Z "The current situation in U.S. regional banks and Credit Suisse has raised concerns about contagion risk," said Grace Tam, chief investment advisor Hong Kong at BNP Paribas Wealth Management. Fed, US banks in focus as mood improves on Credit Suisse rescue 2023-03-21T04:00:00Z “There is one item I see on bucket lists that is actually getting less expensive – education,” says Brandon Welch, an investment advisor in La Mesa, California. How to afford the big price tag of your lifetime 'bucket list' 2023-02-21T05:00:00Z Not at first as a basketball coach, either, but as an investment advisor. Tad Boyle on cusp of eclipsing Colorado’s all-time wins mark 2022-12-20T05:00:00Z Or you can work with a certified financial planner or registered investment advisor to determine the best path. Don’t bank on your business to fund your retirement 2022-08-11T04:00:00Z "While stock investors love low interest rates, they don't love an inflationary environment that gets out of control," said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management. Analysis: 'Mystifying' U.S. stock rally defies economic unease 2022-03-30T04:00:00Z Sometimes when people are worried about something financial, they just ignore it, says Adam Frank, a certified financial planner and registered investment advisor based in Los Angeles. 4 ways to tame financial stress and save for retirement 2022-02-09T05:00:00Z "All eyes for us are on the RBA," said Adam Dawes, an investment advisor at Shaw and Partners Ltd in Sydney. Asian shares mixed as investors await crucial central bank decisions 2021-11-02T04:00:00Z Jurors convicted Amanat of wire fraud, aiding and abetting investment advisor fraud, and two conspiracy charges. 'Twilight' investor sentenced to five years prison in fraud case 2021-08-19T04:00:00Z The SEC investigated some of these complaints, but generally confined itself to narrow issues such as whether Madoff needed to register as an investment advisor. Column: Bernie Madoff's Ponzi scheme forced tighter SEC oversight. Trump undid that. 2021-04-14T04:00:00Z Loeb asked Intel to retain an investment advisor to evaluate strategic alternatives, according to the letter. Exclusive: Hedge fund Third Point urges Intel to explore deal options 2020-12-29T05:00:00Z Cabot Wealth Management, an investment advisor which manages $900 million, is staying away from oil and gas companies, said Chief Investment Officer Rob Lutts. After blazing energy rally, investors check the fuel gauge 2020-12-04T05:00:00Z The initial funding will come from James, Carter, music industry executive Jimmy Iovine and James’ investment advisor Paul Watcher. More than a Vote is more than a statement for LeBron James and other athletes 2020-07-30T04:00:00Z “Right now there's tremendous demand for ‘starter homes,’” explains Matt Frankel, CFP and investment advisor with The Ascent, a company by The Motley Fool. Pandemic pricing: 5 cities where discounted homes are driving up demand 2020-07-18T04:00:00Z “Not to the point of being irresponsible, but to the point of providing some stimulus for an economy that is quite weak,” investment advisor Hugh Johnson said. New York weighs impact of virus outbreak on state budget 2020-03-15T04:00:00Z Chalekian, founder of Lake Avenue Financial, a six-person registered investment advisor that is half women, said he has mostly had positive messages, phone calls and emails in response to his tweet. Ken Fisher said money managers view winning clients like winning girls. It cost him big. 2019-11-07T05:00:00Z There’s no way to see clearly until the Pac-12’s investment advisor finishes canvassing the marketplace for formal bids. The Pac-12 is looking for a $750 million investment. It’s bold, but is it smart? 2019-04-03T04:00:00Z Sarah Brewin is an agriculture and investment advisor to the International Institute for Sustainable Development. A U.S.-China investment war is quietly emerging, and the environment will be the ultimate casualty 2018-12-07T05:00:00Z An investment advisor in eastern China and a Beijing fat-loss company submitted 20 applications — each — to use her name. China greenlights a batch of Ivanka Trump trademark applications - Los Angeles Times 2018-11-06T05:00:00Z A former money management and investment advisor, today Kliff is well-known throughout the diabetes industry as one of the leading experts in all things regarding diabetes business and finance. Why is the cost of insulin rising and what can people do about it? 2018-10-20T04:00:00Z “It was a needed change... and it looks like the transition was fairly smooth for these companies,” said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management, in Champaign, Illinois. Wall Street's S&P communication sector starts with slight gain 2018-09-24T04:00:00Z SEC will give a new trial and a different judge to an investment advisor who was charged, tried and fined for deceiving investors by marketing a strategy called “Buckets of Money.” Supreme Court ducks decision on whether president has the power to fire any top federal official 2018-06-21T04:00:00Z He was an "investment advisor" to a Mauritian company which owns his mansion in Northumberland. UK millionaires 'using offshore schemes' 2017-11-09T05:00:00Z “They don’t want to do these things after the IPO,” said Kathleen Smith, principal of Renaissance Capital, an initial public offering investment advisor. Dole's future won't include Southern California headquarters, berry farms 2017-08-30T04:00:00Z If you’re OK not meeting with your advisor in person, LearnVest offers email access to a dedicated advisor who is either a certified financial planner or a registered investment advisor representative. Where to find help with managing your finances 2016-12-11T05:00:00Z "It's a sucker bet," says Scott Tucker, president and founder of Scott Tucker Solutions, a fiduciary investment advisor in Chicago. NASH ETF: A Flawed Concept, or Ahead of Its Time? 2016-10-12T04:00:00Z “When it comes to money, they’re all on the same page,” said Bill Parish, an Oregon investment advisor who blogs about tax policy. They teamed up to conquer Wall Street. Now, one is bankrolling Clinton and the other Trump 2016-10-06T04:00:00Z "A lot of times, there's no quick fix to financial problems," says Jonathan H. Swanburg, a certified financial planner and investment advisor representative for Tri-Star Advisors in Houston. How to Recover After Making a Major Money Mistake 2016-09-27T04:00:00Z Deciding where and how to invest an inheritance depends largely on your risk tolerance, says Rhett Wood, an independent insurance agent and investment advisor representative at Bertrand Retirement Solutions in Oklahoma City. How to Invest an Inheritance for a Comfortable Retirement 2016-09-27T04:00:00Z Investment advisory services offered through CWM LLC, a registered investment advisor. 4 Reasons Why Oil Won't Rise Over the Short Term 2016-09-12T04:00:00Z Minimize investment risks by making sure you are not overweighting certain sectors in your portfolio while remaining properly diversified, says Matt Hylland, an investment advisor for Hylland Capital Management in Virginia Beach, Virginia. 7 Ways to Invest With a Theme In Mind 2016-08-24T04:00:00Z Patricia Cathey, an investment advisor representative and founder of Smart Retirement in Denver, says delaying retirement to stay on your employer's health care plan longer is also something to consider. 4 Ways to Protect Your Retirement 2016-08-16T04:00:00Z "You lose that time to catch up and fix your mistakes as you get older," says Jonathan H. Swanburg, a certified financial planner and investment advisor representative for Tri-Star Advisors in Houston. 6 Financial Perks of Being Young 2016-08-11T04:00:00Z There are many potential benefits to hiring an investment advisor. The Pros and Cons of Hiring a Financial Advisor 2016-07-20T04:00:00Z "Each of the four companies outperformed the S&P 500," says Lawrence Hamtil, investment advisor for Fortune Financial in Overland Park, Kansas. 3 Things to Know About Investing in Self-Storage Spaces 2016-06-20T04:00:00Z An investment advisor, on the other hand, provides advice on the best way to manage your fund then goes through a broker-dealer to execute the plan. 3 Things to Know About Finding a Financial Advisor 2016-06-10T04:00:00Z It also offers free one-on-one discussions with a retirement investment advisor. 9 Great Investing Sites and Apps for Millennials 2016-05-16T04:00:00Z Cambridge Associates, an investment advisor, measured a -0.4 percent return on the U.S. Silicon Valley venture capitalists raise more money, give less away 2016-05-13T04:00:00Z The fee-based registered investment advisor business model really took off in the early 1990s. What to Expect from the New Fiduciary Standard Rules 2016-04-21T04:00:00Z Azzad Asset Management, investment advisor to the Azzad Funds, on Wednesday supported calls seeking an investigation into whether Exxon intentionally misled the public and its shareholders about the risks of climate change. CalPERS seeks support to make Noble Energy report on climate change 2016-04-13T04:00:00Z Depending on whether you're talking to a broker or an investment advisor will dictate how you search for any past misconduct. 3 Things to Know About Finding a Financial Advisor 2016-06-10T04:00:00Z Thinking a financial advisor is necessary: Some new parents may think they need an investment advisor before they start saving. 5 College Savings Mistakes New Parents Make 2016-04-13T04:00:00Z Diaz represented that he was providing services to his clients as an investment advisor when, in fact, he converted their funds to his own personal use. Ocean Springs man pleads guilty in fraud scheme 2016-03-25T04:00:00Z "For someone who prides himself on being surrounded by the best talent," added Brad Alford, an investment advisor and CEO of Alpha Capital Management, "I'm surprised to see so few winners." Trump's investment funds lose money, billionaire unfazed 2016-03-24T04:00:00Z “Retirement planning is nothing more than a process,” says Stephen Davis, an investment advisor and president of S.G. 5 Retirement Planning Mistakes and How to Fix Them 2016-01-28T05:00:00Z But she said the firm continues to believe it was not responsible for any of these investors losses, and noted it was among many other auditors of funds that used Madoff as their investment advisor. Jury finds Ernst & Young liable over investor's Madoff losses 2015-11-13T05:00:00Z A subset of investors who believe strongly in certain businesses might be willing to buy their shares at the more attractive prices, said Kathleen Smith, a principal at investment advisor Renaissance Capital. Tech sector faces challenges if the stock market slide continues 2015-08-23T04:00:00Z An easy way to do this is to talk with a reputable investment advisor. What You Don't Know About Annuities 2015-07-30T04:00:00Z Mrs. Clinton wants to become my new investment advisor. Hillary Clinton, My New Investment Advisor 2015-07-28T04:00:00Z "You don't want your investment advisor to be steering you to the plans that benefit him as opposed to benefiting you," Kantrowitz says. Learn Pros, Cons of Using a Financial Advisor for College Savings 2015-07-08T04:00:00Z Finally, Cappelli notes scathingly, any investment advisor offering you a guarantee that you would earn a 15% rate of return on an investment product would violate securities laws. Will college pay off? The answer may depend on the alternatives 2015-06-14T04:00:00Z Monument Wealth Management LLC, is a registered investment advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for individual. The Standard & Poor’s 500 Index: 6 Years Later 2015-06-11T04:00:00Z Make sure your future investment advisor is governed by the fiduciary standard. 5 Smart Questions to Ask Before Hiring a Financial Advisor 2015-06-10T04:00:00Z Take it from an investment advisor based in Las Vegas to know the ups and downs of the casino gambling industry. ‘Sinvestments’: Investing in Low Morals for High Profits 2015-06-10T04:00:00Z Capital is editor of The Prudent Speculator newsletter and is the investment advisor to certain proprietary mutual funds and individually managed client accounts. Picasso Vs. Stocks - Guess Which One Outperformed? 2015-06-04T04:00:00Z Unless your investment advisor is truly independent, he or she owes their alliance first to the companies they work for. New Investor Protection Proposal: Less Than Meets The Eye? 2015-06-03T04:00:00Z Be sure to consult with your investment advisor before making any changes to your portfolio. 5 Factors to Consider Before Investing in an ETF 2015-05-27T04:00:00Z Start by examining the dynamics of your existing portfolio to be sure you understand how it yields either growth or income, says Larry R. Frank Sr., a Roseville, California, investment advisor. How Retirees Can Hit the Income 'Sweet Spot' 2015-05-14T04:00:00Z When you are working with a financial advisor or registered investment advisor, consider getting a second opinion on the risk profile of your portfolio, Won adds. How to Embrace Healthy Risk in Investing 2015-04-23T04:00:00Z All registered investment advisor, or RIA, firms, on the other hand, are held to the fiduciary standard. New York City Comptroller Wants to Make Fiduciary Status Clear 2015-04-16T04:00:00Z Through its private equity arm Northwestern Mutual has invested in other financial tech companies including automated investment advisor Betterment. Northwestern Mutual To Buy LearnVest For Undisclosed Sum 2015-03-25T04:00:00Z Monument Wealth Management, LLC, is a registered investment advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for individual. 10 Ways to Teach Your Kids About Finance 2015-03-12T04:00:00Z An investment advisor representative or financial planner is not required to hold the certified financial planner, or CFP, credential. Is Your Financial Advisor Working for You? 2015-03-09T04:00:00Z In her deposition, Barber testified that she intended to transfer the money in the second TDA account to an investment advisor located in the Republic of Mauritius. Florida Charging Order Foreclosure Of A Nevis LLC In Barber 2015-02-18T05:00:00Z Personal Capital is a registered investment advisor that offers a free online dashboard. 5 Tools to Manage Your Money in Retirement 2015-02-17T05:00:00Z Cambridge Associates, a leading investment advisor, provides quarterly and annual benchmarks on venture capital as well as commentary. Venture-Backed Biotech Today: Reflections On Exits, Funding, and Startup Formation 2015-01-22T05:00:00Z In order to determine which, or what combination, is appropriate for you, consider consulting a registered investment advisor who offers both options. 5 Bond Myths Investors Should Know 2015-01-05T05:00:00Z His firm is structured as both a broker-dealer and a registered investment advisor, or RIA. Is Your Financial Advisor Working for You? 2015-03-09T04:00:00Z Bill Parish, an investment advisor in Portland, Ore., says the funds are fairly small in the private equity world. Jeb Bush eases out of some businesses, such as firm helped by Obamacare 2014-12-25T05:00:00Z Keep an eye on the Fed’s policies and keep open communication with your investment advisor throughout this significant transition. Have Bonds Lost Their Safety? 2014-12-24T05:00:00Z If you need help determining how much you should be invested in bonds – now as well as later when interest rates rise – try an online asset allocation calculator or contact an investment advisor. Before Interest Rates Rise, Revisit Your Bond Holdings 2014-12-18T05:00:00Z Fee-Only: This type of advisor doesn’t accept any commissions, so it usually also means that the person is registered as an investment advisor, or is a CFP who doesn’t also act as a broker. The Most Important Question To Ask Your Financial Advisor 2014-12-18T05:00:00Z Choose an investment advisor who knows investments—please! Can An Advisor Be Too Good To Be True? Here Are 5 Warning Signs 2014-12-05T05:00:00Z Disclosure: I am the portfolio manager for mutual and hedge funds advised byMarketocracy Capital Management, an SEC registered investment advisor. Tesla Is On The Right Track To Double 2014-11-28T05:00:00Z You made a decision to work with a financial advisor or investment advisor. The Most Important Meeting You Need To Have With Your Financial Planner 2014-11-19T05:00:00Z Is relying on a Top 50, Top 100 or a Top anything list a foolproof way to choose an investment advisor? The Top 100 Financial Advisors in the Country...Or Maybe Not? 2014-11-12T05:00:00Z It’s a well-known fact that embracing entrepreneurial tendencies and going independent can help an investment advisor become seriously wealthy. Establishing A New RIA? Plan To Be A Multi-Millionaire 2014-10-20T04:00:00Z An investment advisor to CEOs was arraigned on Wednesday and charged with scheming to defraud, in part by falsely claiming business relationships with Tyler Winklevoss and others associated with the founding of Facebook, prosecutors said. Sham investment advisor falsely claims Winklevoss ties: prosecutors 2014-10-09T04:00:00Z If you think more than one investment advisor is the right solution for you, consider the following reasons why you should change your mind and find one professional you trust. When Less is More - How Many Brokers Does It Take To Make You Money? 2014-10-08T04:00:00Z Not willing to follow your investment advisor to the gates of hell, financially speaking? The Worst 6 Ways to Choose an Investment Advisor 2014-09-16T04:00:00Z But, directly or indirectly, all forms of promotion are meant to reflect well on a firm, its expertise, a product or an individual such as an investment advisor. The Top 100 Financial Advisors in the Country...Or Maybe Not? 2014-11-12T05:00:00Z She holds a Series 65 securities license as a registered investment advisor. Grassroots Lobbying Effort Asks SEC To Issue Final Crowdfunding Rules 2014-09-09T04:00:00Z Additionally, as previously cited, SGC was one company that was dually registered as a broker dealer and investment advisor. Will SIPC's Brokerage Insurance Scam Help Allen Stanford Walk? 2014-09-05T04:00:00Z Many financial consumers employ one insurance agent and one investment advisor because they are expert in their particular disciplines and there is no overlap. When Less is More - How Many Brokers Does It Take To Make You Money? 2014-10-08T04:00:00Z Even the best-intentioned attempts at finding a qualified investment advisor can run into walls. The Worst 6 Ways to Choose an Investment Advisor 2014-09-16T04:00:00Z Newcomers to the emerging market investment world might not know what to ask their investment advisor. How Emerging Market Investing Is Like A Fast-Food Menu 2014-09-04T04:00:00Z He holds the series 65 designation and is a registered investment advisor. New Company Helps Poor To Start Investing For Free 2014-07-02T04:00:00Z There were not separate divisions for the broker and the investment advisor. Will SIPC's Brokerage Insurance Scam Help Allen Stanford Walk? 2014-09-05T04:00:00Z When it comes to investing, one can always hire an experienced investment advisor to do some of the driving. Avoid Pressing Cruise Control 2014-07-02T04:00:00Z In essence, the SEC says your registered investment advisor must avoid conflicts, overreaching and taking unfair advantage of you. The Price Might Not Be Right! Are Your Financial Advisor's Commisions Legally Sky-High? 2014-06-25T04:00:00Z Many people do quite well avoiding real estate investments by just gaining some basic financial guidance from a C.F.A. or C.F.P. or other investment advisor. Real Estate Q&As: Investing in Duplex vs. SFR 2014-06-23T04:00:00Z Paying an investment advisor 1 percent or more annually almost guarantees below-market performance. 5 Fees That Are Killing Your Retirement 2014-06-23T04:00:00Z As an investment advisor myself, I readily empathize with the majority opinion from the survey. BlackRock's Chief Strategist: Get Ready For Ho-hum Stocks And Higher Rates 2014-06-05T04:00:00Z The evidence: According to a Business Insider article by Joshua Brown, an investment advisor, Dr. Lo is the principal in a fund called ASG Diversifying Strategies Fund. This Mantra Will Change How You Invest 2014-06-04T04:00:00Z Are you and, if you have one, your investment advisor making the absolutely best investment decisions? You Probably Have No Idea What You Pay Your Financial Advisor In Fees, Here's Why 2014-06-03T04:00:00Z Roxanne Austin, an investment advisor who was once president of an Internet television services provider, is another. Next to Go: Target's Board Members? 2014-05-29T04:00:00Z Dana Anspach, certified retirement planner, retirement management analyst, Kolbe Certified Consultant, is the founder of Sensible Money, LLC, a registered investment advisor with a focus on retirement income planning based in Arizona. 7 Things I Wish People Knew About 401k Plans 2014-05-19T04:00:00Z The legal requirement of an investment advisor is the most stringent in the business world. How To Select A Financial Advisor 2014-05-18T04:00:00Z Previously Jilliene was a Vice President at Union Bank, where the majority of her time was spent in Private Wealth Management working with the broker-dealer, registered investment advisor, real estate lenders and wealth planners. The Women of Crowdfunding 2014-05-13T04:00:00Z Of the eight Chinese companies that went public in the U.S in 2013, five doubled their IPO price by the end of the year, according to IPO investment advisor Renaissance Capital. Everything You Need to Know About the Mega Chinese IPOs Coming to America 2014-03-17T17:34:38Z Watson be the initial spark to commoditize the wealth and investment advisor industry? Is IBM Getting Desperate? 2014-01-28T21:09:00Z David Kudla, an investment advisor at Mainstay Capital Management, advises employees to not let their company's stock become an outsized part of their portfolio, typically no more than 10 percent. Analysis: Using tech playbook, oil drillers shower employees with stock 2013-10-24T05:24:26Z “The rally is tired and people are taking some profits.” said Brad Reynolds, at investment advisor LJRP. Dow Drops 217 Points to Lowest Level in a Month 2013-06-05T21:02:23Z "This massive reposition allowed the CR Intrinsic and investment advisor A hedge funds to collectively reap illicit profits and avoid losses of over $276m," the SEC said. Insider trading charges made over Alzheimer's drug 2012-11-20T20:23:57Z "Ivy Asset Management violated its fundamental responsibility as an investment advisor by putting its own pecuniary interests ahead of the interests of its clients," said Mr Schneiderman. Madoff promoter in $210m payout 2012-11-13T22:07:34Z "The demand is massive - massive - on the school side," said Greg Wing, an investment advisor. The new U.S. visa rush: Build a charter school, get a green card 2012-10-12T05:04:02Z "There's going to be a lingering effect from the European turmoil," said Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management, in Champaign, Illinois. U.S. earnings now seen falling in third-quarter, first time in three years 2012-07-26T18:17:06Z Warren was president and COO at Robertson Stephens Asset Management and was previously managing director and general counsel at Soros Fund Management, the investment advisor for George Soro’s Quantum Group of Funds. Top Tier Capital Names Sean Warren Chief Compliance Officer 2011-12-14T15:13:19Z This is key to qualifying an investment advisor as worthy of her business. Dare To Be A Better Investor: Tips From Women About Trust 2011-11-29T22:15:48Z "I worked together with them to create the false trades and make them appear on investment advisor client statements and confirmations," Kugel, 66, said in admitting to six charges. Ex-Madoff trader admits faking records since 70s 2011-11-21T20:33:26Z He pleaded guilty in March to multiple counts of wire fraud, securities and investment advisor fraud, as well as conspiracy to obstruct justice and defraud the U.S. Special report: Pension scandal shakes up Venezuelan oil giant 2011-08-17T12:13:08Z ISS is also a registered investment advisor and gets audited by the SEC, he said. CEO pay votes intensify debate over proxy advisers 2011-04-13T12:07:16Z At the heart of the issue: Investors typically get advice from either a broker dealer or an investment advisor. The Debate Over Broker Standards 2010-09-27T14:33:00Z When selecting an investment advisor, she is turning over her life savings with a similar need to trust through delegation. Dare To Be A Better Investor: Tips From Women About Trust 2011-11-29T22:15:48Z Richard Bernstein, Crystal Amber's investment advisor, said the two sides were due to meet tomorrow afternoon: We have a number of options. Activist investor to press Pinewood despite studio company's upbeat outlook 2010-08-25T14:21:00Z The investor satisfaction study, fielded in May, is based on responses from 4,460 investors who consult an investment advisor. Investors lost more faith in brokers: study 2010-07-19T12:55:00Z “We believe that demand is slated to rise dramatically,” according to a recent report by the investment advisor Byron Capital Markets, predicting a 40 percent increase in demand for lithium from 2009 to 2014. Demand for Lithium Is Poised to Take Off 2010-03-09T22:30:00Z |
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