Sentence examples for steered clients from inspiring English sources

Private wealth managers, like Banque Privée Edmond de Rothschild, steered clients to Galleon.

Navient, the lawsuits say, steered clients toward options that were simpler for the company.

Some bankers and investment managers steered clients away from Mr. Madoff but didn't inform regulators, which was perfectly legal.

The inquiry builds on state inquiries into whether the company steered clients to insurers that paid hidden placement fees.

At least some big investment advisers steered clients away from putting money with Mr. Madoff, believing the returns could not be real.

Over the years, McIntyre says he has steered clients away from dubious investments in everything from thoroughbred racehorses to puppy farms.

Today we use the same principles to steer clients through the crowded research marketplace.

Loan officers employed other methods to steer clients into subprime loans, according to the affidavits.

Mr. Kitces instead steers clients to the less damaging 529 savings plans.

I had to steer clients to the hotels that had generator power.

Mike Saghy, director of investments at PNC Wealth Management, said that to prevent this concern he steers clients with at least $1 million into separately managed accounts.