Sentence examples for individual adviser from inspiring English sources

But what it really means is that the onus is on the individual adviser.

"We didn't have any expectations before the analysis was run," said Randall Winn, a managing director at Capital IQ. "And the individual adviser results are surprising".

Customers are assigned an individual adviser — full-time company employees who are paid a salary — who are also reachable via Web chat, e-mail, or over the phone.

The possibilities include an individual adviser (for instance, a lawyer or accountant) or a corporate fiduciary, like a bank or trust company — though the smaller your estate, the less likely they will want to take it on.

The quality of the individual adviser is the key.

Yesterday's case, however, was the first to accuse any of those individual advisers of assisting the company in a fraud.

Johnson met individual advisers on Saturday to consider whom he intends to take forward with him into his second term, amid election results in which his deputy mayor, Richard Barnes, lost his London assembly seat.

It found that 37 percent of individual advisers were charging management fees of more than 1.5 percent a year on portfolios of $250,000 to $500,000 that have an even mix of stocks and bonds.

Individual advisers will tailor designer plans for as much as $30,000 or more.

"We need externally verified, reasonably comprehensive data about individual programs and maybe even individual advisers," he continues.

Below is the skinny on 12 popular sources for advice: individual advisers, national brokerages and fund houses, and software you work yourself.