Sentence examples for wealth practice from inspiring English sources

Dan Yu, the director of the personal wealth practice at EisnerAmper in New York, recommends that investors keep a list with the purchase and sale prices of all securities they buy and sell.

"It's a question of growing importance because there is a lot of moving of the deck chairs, partly in the brokerage industry," said Stephen Horan, head of the private wealth practice at the CFA Institute, an association of investment professionals.

This is a challenge for "an industry with no real history of transformation", says Peter Damisch, head of the global wealth practice at the Boston Consulting Group (BCG .There is talk of a coming wave of consolidation once the legal clouds lift.

"Does the person you're talking to understand?" said C. Steven Crosby, head of PwC's wealth management practice for the Americas.

"I think the housing numbers really got investors' attention," Tim Speiss, chairman of the personal wealth advisers practice at EisnerAmper, said.

"He had this passion for taking care of clients," said Mr. Thurman, who spent 14 years at Merrill Lynch before joining BKD to start its wealth management practice in 2000.

"It's becoming more evident that confidence by consumers and the labor market is improving," said Timothy Speiss, chairman of EisnerAmper's personal wealth advisers practice.

"Ten years ago it was relatively uncommon in gifting situations to deal with more than one jurisdiction, but now it's becoming the norm as a result of globalization," said Debra Treyz, head of J.P. Morgan Private Bank's wealth advisory practice.

John D. Dadakis, a lawyer in the wealth planning practice at Holland & Knight, said collectors and other passion investors typically made two mistakes when it came to estate planning.

Unlike in the earlier days of online trading, many users of the services are not active traders; about 40 percent of those participating in the study said they had not made a trade in the past 12 months, said Craig Martin, director of the wealth management practice at J.D. Power.

Joanne E. Johnson, United States head of the wealth advisory practice at J. P. Morgan Private Bank, said the firm was handling a $15 million estate that, by its calculations, would pass to the couple's children free not only of estate tax but also of any other federal taxes.