Mediobanca acted as Clessidra's financial adviser and UBI Banca as joint-financial adviser.
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Barclays served as financial adviser to Parker and Morgan Stanley was LORD's financial adviser.
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Barclays served as financial adviser to Parker and Morgan Stanley was Lord's financial adviser.
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Morgan Stanley & Co LLC is Hologic's financial adviser, while Nomura was Grifols' financial adviser.
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Goldman, Sachs is acting as financial adviser to Biogen and Centerview Partners was Nightstar's financial adviser.
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LionTree Advisors is lead financial adviser to Harland Clarke, with Moelis & Co also serving as financial adviser.
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Goldman, Sachs & Co is acting as financial adviser to Biogen and Centerview Partners was Nightstar's financial adviser.
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Goldman Sachs was the lead financial adviser and BofA Merrill Lynch was the financial adviser to Penn National.
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Jefferies LLC is Lonza's lead financial adviser, the company said, while Goldman Sachs is sole financial adviser to Capsugel.
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Cannacord Genuity, Dubai, served as financial adviser to DP World and BMO Capital Markets as financial adviser to CDPQ.
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TD Securities acted as exclusive financial adviser to Pembina, while J.P. Morgan served as financial adviser to Kinder Morgan Canada.
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Piper Jaffray & Co was the financial adviser to Del Frisco's, while Credit Suisse served as financial adviser to L Catterton.
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RBC Capital Markets will serve as financial adviser to Loblaw, while Scotiabank will serve as Brookfield Business Partners' financial adviser.
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Bank of America Merrill Lynch is serving as AppLovin's financial adviser, and Raine Group acted as financial adviser to KKR.
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Goldman Sachs & Co is serving as financial adviser to HPE, while RBC Capital Markets is serving as financial adviser to CSC.
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Centerview Partners served as the lead financial adviser to Johnson Controls, while Lazard served as the lead financial adviser to Tyco.
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Prosperity's financial adviser in the deal was Keefe, Bruyette & Woods, while J.P. Morgan Securities LLC acted as financial adviser for LegacyTexas.
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BofA Merrill Lynch acted as financial adviser to DCP Midstream LLC, while Evercore acted as financial adviser to DPM for the deal.
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Keefe, Bruyette & Woods Inc was the financial adviser to People's United while Sandler O'Neill & Partners served as financial adviser to United Financial Bancorp.
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Microsoft's financial adviser was Morgan Stanley and LinkedIn's financial adviser was Allen & Company LLC and Qatalyst Partners, founded by Silicon Valley dealmaker Frank Quattrone.
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Mistake #4: Assuming they don't need a financial adviser because they're successfulThis may sound ridiculous coming from a financial adviser, but hear me out.
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Credit Suisse (Hong Kong) Limited acted as exclusive financial adviser to Alibaba on the transaction, while Goldman Sachs (Asia) LLC was exclusive financial adviser to Lazada.
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"Unless you need a financial adviser to help you get started in that routine, you probably don't need a financial adviser at all," he told CNBC.
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My financial adviser told me never to touch my retirement savingsIn the middle of setting up my new retirement accounts, my financial adviser suddenly got more serious.
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JPMorgan Securities is advising the buyer group, while CITIC Ltd also said it hired CITIC CLSA Capital Markets as its financial adviser and CITIC Securities as financial adviser in China.
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As to the D.J. who posed as a financial adviser, Mr. Maugeri said that one person still wanted to use him as a financial adviser even after finding out the truth.
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Rothschild & Co is acting as financial adviser to SoftwareONE.
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Morgan Stanley & Co LLC is financial adviser to both.
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Goldman Sachs & Co was the financial adviser to HollyFrontier.
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Deutsche Bank Securities served as financial adviser to Lumentum and Wilson Sonsini Goodrich & Rosati as legal counsel, while Jefferies LLC was the financial adviser to Oclaro and Jones Day the legal counsel.
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BNP Paribas acted as its financial adviser for the sale.
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Numis acted as financial adviser and placement agent to Klarna.
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A financial adviser can help you purchase your dream home.
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Talk to a financial adviser about your dream home today.
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Alantra is independent financial adviser to Stadler and Peter Spuhler.
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RBC Capital Markets is the financial adviser to Ontario Power.
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United Overseas Bank is the financial adviser to the consortium.
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O financial adviser, according to Bloomberg, to explore strategic alternatives.
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Barclays Capital also served as financial adviser to the buyers.
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Morgan Stanley & Co is Outerwall's financial adviser for the deal.
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Evercore was the financial adviser to V3 on the deal.
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The company has retained Morgan Stanley as a financial adviser.
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Citigroup Global Markets Inc was the financial adviser to Crown.
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Guotai Junan Securities is the financial adviser for the transaction.
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N) acted as financial adviser to Michelin, while Rothschild (ROTH.
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Then it brought in people looking for a financial adviser.
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Jefferies LLC is acting as lead financial adviser to DHX.
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Rothschild is acting as Tyson's financial adviser for the sale.
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JPMorgan was then hired by GLP as its financial adviser.
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A financial adviser can help you reach your money goals.
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Standard Chartered Bank is acting as financial adviser to Medco.
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BofA Merrill Lynch acted as Multi Packaging's exclusive financial adviser.
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Jefferies acted as financial adviser to Recordati in the deal.
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Looking for a financial adviser to help with your goals?
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Mr. Jerskey was a financial adviser in Marin County, Calif.
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A financial adviser named Edward Blum, who orchestrated Fisher v.
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There are two different ways to hire a financial adviser.
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Today, he considers himself more wellness manager than financial adviser.
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His father is an independent financial adviser in Coral Springs.
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Talk to a financial adviser about your retirement strategy today.
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Talk through your investment strategy with a financial adviser today.
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Talk to a financial adviser today about your investment strategy.
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As a financial adviser, I see this all the time.
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BofA Merrill Lynch is the financial adviser to Viva managers.
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Rothschild is acting as financial adviser to the Irish government.
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Standard Chartered is financial adviser to Northstar on the deal.
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Morgan Stanley is acting as financial adviser to California Water.
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An independent financial adviser with a certified financial planner designation?
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And then look for a financial adviser and accountant immediately.
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A financial adviser can help you prepare for a recession.
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His father is a financial adviser, also in Fort Worth.
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What is a financial adviser (or loved one) to do?
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J.P. Morgan Securities LLC is acting as financial adviser to Exactech.
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DataMesh had a demo of Charlie, its holographic AI financial adviser.
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Goldman Sachs & Co LLC is Textron's financial adviser for the review.
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Credit Suisse Securities (USA) LLC was the financial adviser to Newell.
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Lazard is ADM's financial adviser and Baker McKenzie its legal adviser.
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Want to talk to a financial adviser about buying a home?
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Maple Capital Advisors was the sole financial adviser for the deal.
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National Bank Financial Inc served as the financial adviser to Parkland.
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Wells Fargo Securities LLC acted as financial adviser to Yates Petroleum.
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J.P. Morgan is the financial adviser to Colonial on the deal.
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Credit Suisse acted as GSG's sole financial adviser on the transaction.
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Aramco has hired Lazard as financial adviser for the bond deal.
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BofA Merrill Lynch is the financial adviser to the investor group.
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BMO Capital Markets was the company's financial adviser for the deal.
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San Nicolas is a former high school teacher and financial adviser.
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On ZF's side, Citigroup is financial adviser and Linklaters legal advisor.
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Haldex's financial adviser is Lazard and its legal advisor Mannheimer Swartling.
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Monster's financial adviser was Evercore and its legal adviser was Dechert.
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Guggenheim Securities served as the financial adviser to St. Jude Medical.
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Merrill has hired 1,553 financial adviser trainees so far this year.
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Ready to work with a financial adviser to grow your money?
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A financial adviser can help you build a complete financial plan.
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Think your relationship could benefit from talking to a financial adviser?
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Need to talk to a financial adviser about your retirement plan?
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JPMorgan was Ellie Mae's financial adviser and Jefferies advised Thoma Bravo.
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Wells Fargo Securities LLC acted as financial adviser to Yates Petroleum.
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Goldman Sachs & Co LLC is the lead financial adviser to Colfax.
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As its financial adviser Source text for Eikon: Further company coverage:
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And a financial adviser and another Adidas consultant have pleaded guilty.
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A financial adviser can help you get on track for retirement.
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Timing the market never worksI think my financial adviser is right.
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Rothschild is acting as a financial adviser to the Irish government.
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Barclays is Wyndham's financial adviser, while J.P. Morgan advised La Quinta.
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A financial adviser can help you get your finances in order.
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Evercore Asia (Singapore) Pte Ltd is the financial adviser to Super.
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"It seems really gentle," said Ms. Christian, 71, a financial adviser.
|
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Talk to a financial adviser today about your emergency financial plan.
|
|
A financial adviser can help you feel confident about your future.
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JPMorgan also served as Stryker's financial adviser, while Barclays worked with Sage.
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ANZ was financial adviser to Santander, while Freehills was the legal adviser.
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Alantra acted as financial adviser for IK Investment on the Transnorm divestiture.
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Moelis is Allergan's financial adviser, while Debevoise & Plimpton serve as legal counsel.
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Guggenheim Securities is Zeltiq's financial adviser, while Cooley will provide legal advice.
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Evercore was Targa's financial adviser on the sale, while Citi advised Blackstone.
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Goldman Sachs and Co LLC acted as financial adviser to the company.
|
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N) was the financial adviser to Carlson Hotels, while J.P. Morgan (JPM.
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J.P. Morgan Securities LLC and Goldman Sachs served as Devon's financial adviser.
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Centerview is DTS's financial adviser and DLA Piper LLP gave legal counsel.
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Fenwick & West is Cepheid's legal adviser, and Goldman Sachs its financial adviser.
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Lazard is Xylem's financial adviser and Gibson, Dunn & Crutcher its legal adviser.
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Goldman Sachs is serving as the company's financial adviser on the deal.
|
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CIBC Capital Markets is the financial adviser to Enmax on the transaction.
|
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Evercore is the financial adviser to Hilton, while JPMorgan advised HNA Group.
|
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Barclays Capital Inc acted as the exclusive financial adviser to Buckeye Partners.
|
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Merchant bank China Renaissance served as the financial adviser for the round.
|
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UBS Investment Bank is Fortive's financial adviser while Genstar's adviser is Lazard.
|
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S) as financial adviser, while Jangho has hired Australia's Macquarie Group (MQG.AX).
|
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J.P. Morgan Securities LLC was the exclusive financial adviser to Bob Evans.
|
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Evercore was Brocade's financial adviser and Paul Hastings LLP was legal counsel.
|
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Gresham Partners and Credit Suisse acted as financial adviser to the consortium.
|
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Lazard is acting as financial adviser and Homburger AG as legal adviser.
|
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Evercore Partners International LLP was acting as financial adviser exclusively for SOCO.
|
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Evercore was Macom's financial adviser and Ropes & Gray LLP provided legal counsel.
|
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Mediobanca is acting as financial adviser to Vivendi on the Editis deal.
|
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Citi was TerraForm Power's financial adviser and Linklaters, LLP its legal counsel.
|
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Aramco hired investment bank Lazard as financial adviser on the bond sale.
|
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J.P Morgan served as a financial adviser to Cargill on the transaction.
|
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Guggenheim Securities was financial adviser to Envision while Barclays advised Air Medical.
|
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Michael Gibson, an EB-5 financial adviser based in Florida with USAdvisors.
|
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RBC was SNC's financial adviser, while Norton Rose Fulbright provided legal counsel.
|
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Citi was financial adviser for Lennar while JP Morgan Securities advised CalAtlantic.
|
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N) is acting as financial adviser to Standard Life whilst JPMorgan (JPM.
|
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Goldman Sachs was BOK's financial adviser, while BofA Merrill Lynch advised CoBiz.
|
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Simpson Thacher & Bartlett was the legal adviser and PricewaterhouseCoopers the financial adviser.
|
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PJT Partners was lead financial adviser to OneWeb and also advised SoftBank.
|
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Investec Bank is sole financial adviser, nominated adviser and broker to Stride.
|
|
Ernst & Young Corporate Services Ltd is the financial adviser for the project.
|
|
Are you and your spouse interested in working with a financial adviser?
|
|
Fee-only financial adviser Ryan Inman of Physician Wealth Services and FinancialResidency.
|
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BMO Capital Markets was Aurora's financial adviser, while Canaccord Genuity advised MedReleaf.
|
|
Her father works in Boston as a financial adviser with Merrill Lynch.
|
|
The bride's stepfather, Richard A. Illgen, is a financial adviser in Kenilworth.
|
|
Jennifer MacPhee, national financial adviser development program performance executive at Merrill Lynch
|
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Citigroup Global Markets acted as Alpha Bank's financial adviser on the sale.
|
|
IHS's lead financial adviser was M. Klein & Company, along with Goldman Sachs.
|
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J.P. Morgan is Emera's financial adviser on the transaction, the company said.
|
|
Curious what it's like to work with a real-life financial adviser?
|
|
Lazard was financial adviser to the special committee of the Keane board.
|
|
As for money, a financial adviser in San Francisco manages his investments.
|
|
BofA Merrill Lynch is Salesforce's financial adviser and Goldman Sachs advised MuleSoft.
|
|
Yet Dana Anspach, Mr. Volpone's newly hired financial adviser, argued against it.
|
|
The groom's mother is a financial adviser at Northwestern Mutual in Jonesboro.
|
|
A financial adviser can help you set up a successful investment strategy.
|
|
His father is a senior financial adviser at Merrill Lynch in Lakeland.
|
|
The agent, the financial adviser, a business manager, personal assistant, a team.
|
|
J.P. Morgan Securities acted as an exclusive financial adviser to Bob Evans.
|
|
A financial adviser can help you figure out the right retirement strategy.
|
|
Less concretely, you also want to feel comfortable with your financial adviser.
|
|
Before you move forward, speak with a financial adviser about your options.
|
|
Goldman Sachs is Zimmer's financial adviser and White & Case the legal adviser.
|
|
Jasper Stel, 29, lives in Groningen and works as a financial adviser.
|
|
Singtel said it will appoint an independent financial adviser on the deals.
|
|
Gleacher Shacklock LLP was financial adviser to Smiths Group on the transaction.
|
|
A financial adviser can help you set financial goals — and reach them.
|
|
It also secured committed debt financing for the full acquisition amount from Bank of America Merrill Lynch and UBS, Jefferies LLC is Lonza's lead financial adviser, the company said, while Goldman Sachs is sole financial adviser to Capsugel.
|
|
Credit Suisse acted as financial adviser and Norton Rose Fulbright acted as legal adviser to Nomad Foods on the transaction while Stamford Partners acted as financial adviser and Addleshaw Goddard acted as legal adviser to William Jackson & Son.
|
|
Financial adviser Therese Nicklas serves as a model for her Boston-based clients.
|
|
Please consult a professional financial adviser for advice specific to your financial situation.
|
|
Goldman Sachs was the financial adviser on the funding round, the sources said.
|
|
Our survey shows that 66% of women have never consulted a financial adviser.
|
|
BMO Capital Markets was the financial adviser to Kinder Morgan Canada's special committee.
|
|
Goldman Sachs & Co was Valeant's financial adviser, while Baker McKenzie provided legal counsel.
|
|
Baird is Arctic Cat's financial adviser and Fredrikson & Byron is its legal counsel.
|
|
Scotiabank served at the financial adviser to Hudson's Bay, while Lazard represented Gilt.
|
|
Qatalyst was also Qlogic's financial adviser, according to Bloomberg, to explore strategic alternatives.
|
|
UBS Investment Bank is NextEra's financial adviser and Hogan Lovells its legal counsel.
|
|
Guggenheim Securities is Westar's financial adviser and Baker Botts is its legal counsel.
|
|
S) was lead financial adviser to Halliburton, with Bank of America Corp (BAC.
|
|
Morin's financial adviser, Edward Mullen, started working with him in the early 1970s.
|
|
DBS is the financial adviser to Keppel, while Credit Suisse is advising SPH.
|
|
The unit of Wells Fargo & Co said it appointed Larry Fowler financial adviser.
|
|
If I do not have a financial adviser, am I affected at all?
|
|
How do I know if the financial adviser I have is a fiduciary?
|
|
Greenhill & Co. is Emerson's financial adviser and Davis Polk & Wardwell the legal adviser.
|
|
Lazard was Calpine's financial adviser and White & Case LLP was its legal adviser.
|
|
LionTree Advisors is serving as Virgin Galactic's financial adviser as it seeks capital.
|
|
Guggenheim Securities was financial adviser to Stryker, while Piper Jaffray & Co advised Entellus.
|
|
Credit Suisse is acting as financial adviser to Tronox on both the deals.
|
|
Credit Suisse was financial adviser for Merck and Centerview Partners was to Peloton.
|
|
Morgan Stanley is serving as joint financial adviser to Agrium and Potash Corp.
|
|
Perella Weinberg is the financial adviser to Northrop, while Citigroup is advising Orbital.
|
|
Credit Suisse was financial adviser for Merck and Centerview Partners was to Peloton.
|
|
National Bank Financial Inc was lead financial adviser to JC Flowers and Värde.
|
|
Citigroup is acting as financial adviser to Cemex in the transaction, Cemex said.
|
|
Morgan Stanley is Valeant's financial adviser, while Norton Rose Fulbright the legal adviser.
|
|
Allen & Co LLC is the exclusive financial adviser to Nervana in the deal.
|
|
Goldman Sachs was Lowe's financial adviser, while Hunton & Williams LLP provided legal counsel.
|
|
Morgan Stanley is Infoblox's financial adviser and Fenwick & West LLP its legal adviser.
|
|
Rothschild & Co was the company's financial adviser on the sale of the brands.
|
|
CIBC World Markets Inc is Pembina's financial adviser, while Scotiabank is advising Veresen.
|
|
Lazard is Xylem's financial adviser and Gibson, Dunn & Crutcher LLP its legal adviser.
|
|
Evercore was Brocade's financial adviser while Bank of Montreal was Broadcom's lead adviser.
|
|
BAML is also acting as financial adviser to Salini on the overall plan.
|
|
Goldman Sachs is the financial adviser for Intact, while Credit Suisse advised OneBeacon.
|
|
Then, in 2007, she met Stephen Sykes, a financial adviser, through mutual friends.
|
|
Republicans are looking to roll back the Obama administration's controversial financial adviser rule.
|
|
The bride's father is a financial adviser at the First National Bank there.
|
|
Rothschild & Co. was the company's financial adviser on the sale of the brands.
|
|
As a financial adviser, I've seen a lot of trends among my clients.
|
|
A financial adviser can help you form good habits and grow your money.
|
|
And Rafe Spall is the British financial adviser — (and therefore, resident bad guy).
|
|
His stepfather retired as a financial adviser at JRP Securities in New York.
|
|
Can I retain a financial adviser to help my employer start a plan?
|
|
A financial adviser could help if you're in a similar spender/saver marriage.
|
|
Deutsche Bank has also acted as long-time financial adviser to Snyder's-Lance.
|
|
Barclays served as financial adviser and White & Case as legal adviser to Arby's.
|
|
Citi was Colgate's financial adviser, while Goldman Sachs and BNP Paribas advised Filorga.
|
|
Find a financial adviser in your area today and start growing your money.
|
|
Not everyone needs a financial adviser, but the benefits are hard to overlook.
|
|
Sketch Guy Recently, a financial adviser shared a story about a prospective client.
|
|
As a financial adviser, however, I tend to believe that's not nearly enough.
|
|
Japan's Nomura was Zensho's sole financial adviser on the deal, the person said.
|
|
Kathleen M. Rehl is a financial adviser and researcher in St. Petersburg, Fla.
|
|
The financial adviser may reposition investments to provide additional income, Ms. Armstrong said.
|
|
The groom's mother is a financial adviser at Morgan Stanley in Tampa, Fla.
|
|
Strategies around attracting, training up, and holding onto financial adviser talent are changing.
|
|
The bride's mother retired as a financial adviser at JPMorgan Chase in Manhattan.
|
|
Frequently, it was controlled by a male family member or a financial adviser.
|
|
Merrill Lynch Markets (Australia) Pty Limited is serving as the company's financial adviser.
|
|
Rothschild was the financial adviser for Fedrigoni, while Tamburi Investment Partners advised Ritrama.
|
|
Rothschild was the financial adviser for Fedrigoni, while Tamburi Investment Partners advised Ritrama.
|
|
LionTree Advisors was BuzzFeed's financial adviser and Fenwick & West LLP its legal adviser.
|
|
Allen & Company was the financial adviser to Centene and Skadden its legal counsel.
|
|
Debevoise & Plimpton was Carlyle's legal adviser, while Oliver Wyman was its financial adviser.
|
|
BofA Merrill Lynch is LDR's financial adviser and Andrews Kurth its legal adviser.
|
|
The GOP is mounting a challenge to the Obama administration's financial adviser rule.
|
|
Barclays was VF's financial adviser while Davis Polk and Wardwell provided legal counsel.
|
|
Rothschild is acting as financial adviser Source text for Eikon: Further company coverage:
|
|
Morgan Stanley was Brunswick's financial adviser, while Cravath, Swaine & Moore provided legal counsel.
|
|
Regardless of how technology evolves, the financial adviser field is grounded in relationships.
|
|
With these assumptions, a financial adviser can assess what the caregiver can afford.
|
|
Morgan Stanley was Aon's financial adviser while Citigroup, CreditSuisse, and SMB Capital advised Blackstone.
|
|
Credit Suisse is inVentiv's financial adviser and Weil, Gotshal & Manges LLP gave legal advice.
|
|
Deutsche Bank is Lilly's financial adviser and Weil, Gotshal & Manges is its legal adviser.
|
|
Goldman Sachs is the financial adviser, while Fenwick & West is legal adviser to Loxo.
|
|
Guggenheim Securities is Teleflex's financial adviser and Simpson Thacher & Bartlett LLP its legal adviser.
|
|
Goldman Sachs is FEI's financial adviser and Wilson Sonsini Goodrich & Rosati its legal counsel.
|
|
Moelis & Company LLC was Hydro One's financial adviser, while Bracewell LLP provided legal counsel.
|
|
Barclays was financial adviser to Staples and Clifford Chance LLP was its legal adviser.
|
|
HSBC Bank is the lead manager and Lazard & Co Ltd TI Fluid's financial adviser.
|
|
Goldman Sachs is Parexel's financial adviser, while Goodwin Procter LLP served as legal adviser.
|
|
Affymetrix's financial adviser is Morgan Stanley and Davis, Polk & Wardwell LLP the legal counsel.
|
|
Morgan Stanley was financial adviser for Ruckus and Sullivan & Cromwell LLP provided legal advice.
|
|
Goldman Sachs served as exclusive financial adviser for the Catterton investment, Honest Co said.
|
|
BofA Merrill Lynch is the financial adviser to II-VI, while Barclays advised Finisar.
|
|
Citigroup was EQT's financial adviser, while Wachtell, Lipton, Rosen & Katz were its legal advisers.
|
|
JP Morgan acted as exclusive financial adviser and provided a financing commitment to Cavium.
|
|
Barclays was the financial adviser to Energizer, while RBC Capital Markets advised Spectrum Brands.
|
|
"I'm guilty of this as well," said financial adviser Cory Papineau of Winnipeg, Canada.
|
|
Centerview Partners is INC Research's financial adviser and Sullivan & Cromwell is its legal counsel.
|
|
Credit Suisse is inVentiv's financial adviser and Weil, Gotshal & Manges is its legal counsel.
|
|
N) are partnering with online financial adviser SigFig Wealth Management, while BlackRock Inc (BLK.
|
|
Barclays was financial adviser to TTM, while O'Melveny & Myers LLP was its legal counsel.
|
|
N) is serving as financial adviser to Symantec, while Bank of America Corp (BAC.
|
|
Morgan Stanley & Co LLC is Axiall's financial adviser and Jones Day its legal counsel.
|
|
PJT Partners served as financial adviser and Shearman & Sterling as legal adviser for Novartis.
|
|
JPMorgan Chase advised Thermo Fisher, while Goldman Sachs was the financial adviser for FEI.
|
|
Barclays also acted as a financial adviser to OneWeb, and rendered a fairness opinion.
|
|
JPMorgan was Marriott's exclusive financial adviser, while Goldman Sachs and Moelis & Co advised ILG.
|
|
That is, if I can convince him a financial adviser is worth paying for.
|
|
If you decide to seek professional advice, look for a fee-only financial adviser.
|
|
J.P. Morgan acted as exclusive financial adviser to Cargill on its transaction with Macquarie.
|
|
Citigroup acted as Level 3's financial adviser and Lazard issued a fairness opinion.
|
|
Morgan Stanley is the financial adviser for TransDigm, while Goldman Sachs is advising Esterline.
|
|
Garcia Padilla's financial adviser, Millstein and Co, will also likely be replaced under Rossello.
|
|
But you can't keep this key financial fact a secret from your financial adviser.
|
|
If you&aposre looking for investing advice, you could talk to a financial adviser.
|
|
You want them to be the best financial adviser — no matter who they are.
|
|
SmartAdvisor's free tool can help you find the right financial adviser for your family.
|
|
SmartAsset's free tool can help you find a financial adviser to fit your budget.
|
|
Credit Suisse was the lead financial adviser to Enbridge, along with RBC Capital Markets.
|
|
JPMorgan is Bankrate's financial adviser and Wachtell, Lipton, Rosen & Katz is the legal adviser.
|
|
Lazard acted as sole financial adviser to Saputo, while Greenhill worked with Dairy Crest.
|
|
Morgan Stanley is the financial adviser for TransDigm while Goldman Sachs is advising Esterline.
|
|
Creditors have hired BroadSpan Capital as financial adviser and Blitzer Consulting as special adviser.
|
|
If not, you should keep looking until you find a financial adviser who is.
|
|
SmartAsset's free tool can help you find a qualified financial adviser in your area.
|
|
Lazard is the financial adviser to Immune Design and Cooley LLP the legal counsel.
|
|
Evercore acted as financial adviser to the Special Committee of Fortress's Board of Directors.
|
|
His father was an investment manager and financial adviser in Düsseldorf, Germany and Manhattan.
|
|
Fernando Chavez, 244, said if he wins he would immediately hire a financial adviser.
|
|
Morgan Stanley was Gramercy's financial adviser, while Citigroup and BofA Merrill Lynch advised Blackstone.
|
|
The bride's father is a financial adviser in the Greenwich office of Merrill Lynch.
|
|
Dr. Katherine's father retired as an independent financial adviser and insurance agent in Chicago.
|
|
Perella Weinberg Partners is the financial adviser to Northrop while Citigroup is advising Orbital.
|
|
Wazni has served previously as a financial adviser to parliament's finance and budget committee.
|
|
CAs may resemble more of a senior relationship manager, or a junior financial adviser.
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A financial adviser they have hired has not yet produced a valuation, Thohir said.
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The money she does have is managed by a financial adviser her father selected.
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Scott criticized a Republican bill that seeks to overturn Obama's new financial adviser rule.
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Only recently, we engaged a financial adviser who is strategically planning for our future.
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Morgan Stanley was Crown Castle's financial adviser, while Cravath, Swaine & Moore provided legal counsel.
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The committee has retained legal counsel and plans to retain an independent financial adviser.
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A financial adviser can help you prepare financially for the birth of a child.
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A financial adviser can help anyone — millennials included — make the most of their money.
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His father is a financial adviser with Lexington Avenue Capital Management in New City.
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Attendo said it had appointed Danske Bank as financial adviser to assist in the evaluation.
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Centerview Partners LLC is INC's financial adviser and Sullivan & Cromwell LLP is its legal counsel.
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KPMG was financial adviser to Moneycorp, while Holland & Knight and Shearman & Sterling were legal advisers.
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Allen & Co LLC is XO's financial adviser, while J.P. Morgan Securities LLC is advising WeddingWire.
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Canaccord Genuity is Green Growth's financial adviser and Norton Rose Fulbright Canada its legal adviser.
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Walder Wyss is advising the underwriters, while Quarton International is financial adviser to the company.
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Evercore Partners is Takeda's financial adviser, while Cleary Gottlieb Steen & Hamilton are providing legal counsel.
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Take Sallie Krawcheck, the CEO and cofounder of Ellevest, the digital financial adviser for women.
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Morgan Stanley was the financial adviser to Greensill and Allen & Overy was its legal adviser.
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MAS declined to provide further details, while its financial adviser Clifford Capital declined to comment.
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Avista's financial adviser was BofA Merrill Lynch, with Kirkland & Ellis serving as its legal adviser.
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Morgan Stanley was Aon's financial adviser while Citigroup, Credit Suisse, and SMB Capital advised Blackstone.
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J.P. Morgan was Windstream's financial adviser, while Barclays wrote a fairness opinion for Windstream's board.
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I recently started working with a financial adviser and I'm about ready to start exploring.
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GCA is Tessera's financial adviser and Skadden, Arps, Slate, Meagher & Flom LLP its legal adviser.
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Jefferies LLC is Varsity Brands' lead financial adviser, while PwC was Bain Capital's accounting adviser.
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Richard Dreyfuss plays Bernard L. Madoff, the financial adviser who ran America's biggest Ponzi scheme.
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Barclays Capital Inc was Energy Capital's financial adviser and Latham & Watkins LLP its legal adviser.
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Perella Weinberg Partners LP Pamplona's financial adviser, while Kirkland & Ellis LLP is their legal adviser.
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Oversea-Chinese Banking Corp Ltd is the financial adviser to Coronation 3G in the offer.
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Citigroup Global Markets Inc was lead financial adviser to Hartford, with Deutsche Bank Securities Inc.
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JPMorgan is Thermo Fisher's financial adviser, while Wachtell, Lipton, Rosen & Katz is providing legal counsel.
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Barclays was the financial adviser for RLJ, while Bank of America Merrill Lynch advised FelCor.
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J.P. Morgan Securities is Amneal's financial adviser, while Latham & Watkins LLP is its legal adviser.
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Barclays Capital Inc was Rice Energy's financial adviser and Vinson & Elkins LLP its legal adviser.
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Qatalyst Partners is is RetailMeNot's financial adviser and DLA Piper LLP is its legal adviser.
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J.P. Morgan Securities LLC advised ABM, while Goldman Sachs was financial adviser to GCA Services.
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J.P. Morgan Securities is Rent-A-Center's financial adviser, while B. Riley FBR advised Vintage.
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Citi is Ant Financial's financial adviser, while Simpson Thacher & Bartlett LLP is its legal adviser.
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"It told us a lot about how consumers choose a financial adviser," Mr. Maugeri said.
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Lazard acted as Dong Energy's financial adviser, while the Danish government was advised by Rothschild.
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Panmure Gordon served as financial adviser to Meditor, while Carpetright was advised by Peel Hunt.
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Financial adviser rule The Labor Department's controversial rule for financial advisers is a top target.
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"That was a very smooth start," said Hiroyuki Fukunaga, chief executive of financial adviser Investrust.
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This doesn't mean a fee-based financial adviser will necessarily work against your best interests.
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Goldman Sachs is acting as financial adviser and Milbank as legal adviser to the seller.
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"We have been here for 15 years now," said Mr. Dunn, a corporate financial adviser.
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A financial adviser can help you figure out your long- and short-term money goals.
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Working with a financial adviser can help keep you on track to reach your goals.
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Citi served as financial adviser to Fifth Third, while Sandler ONeill + Partners advised MB Financial.
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Citi served as financial adviser to Fifth Third, while Sandler O'Neill + Partners advised MB Financial.
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J.P. Morgan Securities LLC served as the financial adviser to Hasbro, according to the announcement.
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The chief conflict comes from Reg (Rafe Spall), the band's British cost-cutting financial adviser.
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The average financial adviser is 52 years old, according to market intelligence firm Cerulli Associates.
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Guggenheim Securities was the financial adviser to Vascular Solutions, while Dorsey & Whitney provided legal counsel.
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A financial adviser can help you plan for the long term and grow your money.
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UBS will act as sole financial adviser to PSBC on the deal, one source said.
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JP Morgan acted as the financial adviser to ProSieben while Goldman Sachs advised General Atlantic.
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Credit Suisse acted as lead financial adviser to Campbell, which was also advised by Rothschild.
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Credit Suisse was financial adviser to Range Resources, while Sidley Austin was its legal adviser.
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Goldman Sachs is Lilly's financial adviser, while Weil, Gotshal & Manges LLP is its legal counsel.
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Credit Suisse acted as Alibaba's financial adviser and Morgan Stanley advised Cainiao, the statement said.
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STEPHEN SPENCER Minneapolis The writer is a financial adviser to major creditors of Puerto Rico.
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J.P. Morgan was Bunge's financial adviser and Shearman & Sterling is acting as its legal counsel.
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Capio said it had retained PJT Partners as financial adviser to its board of directors.
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Inotek named Perella Weinberg Partners as financial adviser to assist in the strategic review process.
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Jefferies LLC is the exclusive financial adviser and Kirkland & Ellis LLP legal adviser to Curo.
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It also hired Tom Trenchard, the former Evercore Wealth Management vice president and financial adviser.
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Before you work with a financial adviser, you should find out if they're a fiduciary.
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Eldorado has received financing for the deal totaling $2.1 billion from financial adviser J.P. Morgan.
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"Man, I'm a graffiti artist, a therapist, a financial adviser, all that," Mr. Ray said.
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She'd invested fully in the hospital's 269(k) plan and consulted with a financial adviser.
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Goldman Sachs was General Mills' financial adviser, while JPMorgan and Centerview Partners advised Blue Buffalo.
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His father is a financial adviser for Wells Fargo Advisors in West Palm Beach, Fla.
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Eric Philip Berger, a financial adviser, and Dan Amboyer, an actor, were married Oct. 7.
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Jefferies acted as a financial adviser to Kite in its $11.9 billion sale to Gilead.
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Morgan Stanley and BDT advised Mars, while Barclays was the exclusive financial adviser to VCA.
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They include Cambodia's finance minister, Aun Pornmoniroth, a long-time financial adviser to Hun Sen.
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Citi was the financial adviser to Fidelis Care and Norton Rose Fulbright its legal counsel.
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But for Unsworth, who makes £25,000 a year as a financial adviser, they made sense.
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Barclays acted as financial adviser to Pilgrim's while Evercore Inc worked with Pilgrim's special committee.
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Guggenheim Securities acted as financial adviser and Mayer Brown served as legal counsel to MetLife.
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Morgan Stanley served as financial adviser to Assurant, while Willkie Farr & Gallagher provided legal counsel.
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We asked about technology, the financial adviser of the future, and consolidation across business segments.
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J.P. Morgan is Bankrate's financial adviser and Wachtell, Lipton, Rosen & Katz is the legal adviser.
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Moelis is Midstates' financial adviser, while Paul, Weiss, Rifkind, Wharton & Garrison is providing legal counsel.
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JP Morgan is Thermo Fisher's financial adviser and Wachtell, Lipton, Rosen & Katz its legal counsel.
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Goldman Sachs & Co is FEI's financial adviser and Wilson Sonsini Goodrich & Rosati its legal counsel.
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Founded in 13 as an independent financial adviser, XP has been challenging Brazil's traditional banks.
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His financial adviser, Ricardo Peters, complained that he, too, was a victim of racial discrimination.
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I called a friend who happens to be a financial adviser and asked his opinion.
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A financial adviser is like a secret weapon when it comes to managing your money.
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There&aposs a space to disclose whether you&aposre already working with a financial adviser.
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GLP then hired JPMorgan as its financial adviser and Allen & Gledhill as its legal adviser.
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The committee has appointed JP Morgan Securities as financial adviser to help in the evaluation.
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"We call it a 'sandbox' account," said Lorenzo Sanchez, a financial adviser in San Diego.
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Morgan Stanley was TE Connectivity's financial adviser, while Davis Polk & Wardwell LLP was the outside counsel.
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"Only Uber can do this," said Joshua M. Brown, a financial adviser at Ritholtz Wealth Management.
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Citigroup Inc was financial adviser to Raytheon, and RBC Capital Markets LLC provided a fairness opinion.
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Credit Suisse acted is Campbell's lead financial adviser and Weil, Gotshal & Manges LLP its legal counsel.
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For financial adviser Michelle Buonincontri, coaching on the budget is the major part of her service.
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J.P. Morgan Securities LLC was financial adviser to Stryker, while Sullivan & Cromwell LLP was legal counsel.
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Todd Breeden is a venture investor and financial adviser to early-stage companies in New York.
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A financial adviser can't do what's best for his client AND maximize his own personal income.
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So it tends to be put off, or given to someone else like a financial adviser.
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Goldman Sachs was HD Supply's financial adviser and King & Spalding its legal counsel on the transaction.
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Moelis & Co was the financial adviser and Morgan, Lewis & Bockius was the legal adviser to MetLife.
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BMO Capital Markets served as financial adviser and Vinson & Elkins LLP provided legal counsel to QEP.
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Barclays was financial adviser to Liberty Mutual, while Skadden, Arps, Slate, Meagher, & Flom was legal adviser.
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Of that group, 43% believe robo-advisers are the leading factor in eliminating financial adviser roles.
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BofA Merrill Lynch was the financial adviser for Walgreens Boots Alliance, while Citi advised Rite Aid.
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The bank acted as LinkedIn's financial adviser in Microsoft's deal to buy LinkedIn for $26.2 billion.
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Citigroup acted as Level 3's financial adviser and Willkie Farr & Gallagher as its legal adviser.
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Barclays Plc acted as financial adviser to Pilgrim's while Evercore Inc worked with Pilgrim's special committee.
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Bank of America/Merrill Lynch was the financial adviser to Salesforce and Goldman Sachs advised Tableau.
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BofA Merrill Lynch is the financial adviser to PayPal, while Morgan Stanley & Co advised Synchrony Financial.
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Qatalyst Partners acted as financial adviser to Glassdoor, while Gibson, Dunn & Crutcher was its legal adviser.
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The department is now working with a financial adviser to find restructuring solutions, said the sources.
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Barclays Capital is financial adviser to TD Ameritrade, while Wachtell, Lipton, Rosen & Katz is legal adviser.
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BofA Merrill Lynch is Salesforce's financial adviser for the deal, while Goldman Sachs is advising Demandware.
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Asiakastieto's financial adviser is SEB while Lenner & Partners Corporate Finance AB advises UC, the statement said.
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Its corporate broker Barclays also acted as financial adviser and sponsor, according to the LSE statement.
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N. RBC Capital Markets LLC was Cardtronics' financial adviser and Baker & McKenzie was its legal counsel.
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Keefe, Bruyette & Woods was financial adviser to CU Bancorp, while Sandler O'Neill + Partners LP advised PacWest.
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Band of America/Merrill Lynch is the financial adviser to II-VI, while Barclays advised Finisar.
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Sandler O'Neill was financial adviser to Financial Engines, while Wachtell, Lipton, Rosen & Katz provided legal counsel.
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BMO Capital Markets is the financial adviser to JP Energy, while Latham & Watkins the legal counsel.
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Greenhill & Co is the financial adviser to Whistler, and Osler, Hoskin & Harcourt LLP its legal counsel.
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BofA Merrill Lynch is Salesforce's financial adviser for the deal, while Goldman Sachs is advising Demandware.
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Lepe is News Corp's financial adviser for the deal, while Numis and Goodbody are advising Wireless.
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Pell serves as a top adviser to Pope Francis and is the Vatican's top financial adviser.
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Many brokers adopted titles such as "financial planner" that sounded a lot like a financial adviser.
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J.P. Morgan was the financial adviser to ITG and Wachtell, Lipton, Rosen & Katz its legal adviser.
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The company said it would review strategic alternatives with Perella Weinberg Partners as its financial adviser.
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Morgan Stanley is Patheon's financial adviser, and Skadden, Arps, Slate, Meagher & Flom is its legal counsel.
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Credit Suisse was Alibaba's financial adviser, while Morrison & Foerster and King & Wood Mallesons provided legal counsel.
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If you'd like to hire a financial adviser, consider avoiding conflicts by choosing a fiduciary adviser.
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Jefferies LLC was financial adviser to AAA, with Davis Polk & Wardwell LLP serving as legal counsel.
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J.P. Morgan is Microchip's financial adviser, while Wilson Sonsini Goodrich & Rosati PC is the legal adviser.
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Berger moved to Minnesota about 10 years ago and was a financial adviser for EFS Advisors.
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Citi was the financial adviser to Stewart and Davis Polk & Wardwell LLP was its legal adviser.
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Piper Jaffray & Co was K2M's financial adviser, while Simpson Thacher & Bartlett LLP was its legal adviser.
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I distinctly remember earning $19,676 in 2004, which was my first year as a financial adviser.
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JPMorgan Securities was the lead financial adviser to Virtu, while KCG was advised by Goldman Sachs.
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J.P. Morgan Securities LLC was WebMD's financial adviser, while Shearman & Sterling LLP was its legal adviser.
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If your financial adviser doesn't know about those goals, they can't help you achieve them.5.
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BMO Capital Markets was the financial adviser for Innergex and McCarthy Tétrault LLP its legal counsel.
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A financial adviser could help you and your spouse get on the same page about money.
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UBS Investment Bank was the exclusive financial adviser to ION and provided financing for the deal.
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Nearly 42% also say they work with a financial adviser, or plan to in the future.
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Barclays acted as sole financial adviser to BPM while Mediobanca and Bank of America advised Anima.
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This may sound a little bit like boring financial adviser talk, but it's actually quite amazing.
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Kirkland & Ellis was the company's legal adviser, while Lazard Freres & Co served as its financial adviser.
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Hire a financial adviser or other professional to mediate and facilitate these talks, Mr. Grubman said.
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Jefferies International is acting as financial adviser to SGX, with Nomura International advising the Baltic Exchange.
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MTS Health Partners is CoLucid's financial adviser, while Faegre Baker Daniels LLP is its legal counsel.
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Zuma was linked to the deal through his former financial adviser, who was jailed for corruption.
|
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A financial adviser provides critical distance and another pair of eyes for some important life decisions.
|
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Canaccord Genuity is Green Growth's financial adviser and Norton Rose Fulbright Canada LLP its legal adviser.
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J.P. Morgan was the financial adviser to Callon, while RBC Capital Markets and Lazard advised Carrizo.
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Credit Suisse is the financial adviser to Merck, while Gibson, Dunn & Crutcher LLP its legal adviser.
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Deutsche Bank Securities Inc is American Railcar's financial adviser and Thompson Hine LLP the legal counsel.
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This typically means teaming up with a financial adviser, an accountant, and an estate planning attorney.
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A financial adviser can help you make a plan for your money — and stick to it.
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J.P. Morgan Securities LLC is WebMD's financial adviser, while Shearman & Sterling LLP is its legal adviser.
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Her mother is a financial adviser with the NuVision Federal Credit Union in Huntington Beach, Calif.
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RBC Capital Markets is lead financial adviser on the sale and is corporate broker to Amigo.
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RBC Capital Markets is lead financial adviser on the sale and is corporate broker to Amigo.
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Stone Key Group is General Dynamics' exclusive financial adviser, while Evercore and Macquarie Capital advised CSRA.
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Greenhill & Co Inc served as financial adviser and Kirkland & Ellis LLP provided legal advice to Teva.
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The bride's father is a financial adviser in a firm bearing his name in Northbrook, Ill.
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Morgan Stanley & Co was the financial adviser to SandRidge and Vinson & Elkins LLP its legal adviser.
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Evercore acted as financial adviser to Bonanza Creek and Kirkland and Ellis was its legal adviser.
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In fact, one financial adviser says there are two steps that could make all the difference.
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J.P. Morgan Securities LLC is the financial adviser for Celgene and Morgan Stanley & Co for Juno.
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J.P. Morgan is Cable One's financial adviser and Cravath, Swaine & Moore LLP is its legal adviser.
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Delano Saporu, founder and financial adviser at New Street Advisors Group — increased his salary by 200%
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When Cespedes defected from Cuba, his financial adviser introduced him to Vega, who sold Cespedes a Mercedes.
|
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AMC said the transaction has fully committed debt financing in place arranged by its financial adviser, Citigroup.
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BofA Merrill Lynch is the financial adviser to MDA, while PJT Partners and Barclays are advising DigitalGlobe.
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Centerview Partners LLC is Xerox's financial adviser and Paul, Weiss, Rifkind, Wharton & Garrison LLP its legal adviser.
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Barclays acted as financial adviser to Stobart Group and Connect Airways, while Rothschild & Co advised Virgin Atlantic.
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Rothschild & Co was acting as financial adviser to KCOM and Gleacher Shacklock and Arma Partners to USSL.
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The lead financial adviser to Celgene was JPMorgan Chase, and Citigroup acted as an adviser alongside it.
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Overall, financial adviser compensation rose 11 percent to $791 million this quarter from $714 million last year.
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G2's financial adviser on the deal was the boutique New York investment bank Inner Circle Sports.
|
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Goldman Sachs was financial adviser to Lincoln Financial, while Wachtell, Lipton, Rosen & Katz was the legal adviser.
|
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Credit Suisse Securities is Chevron's financial adviser, while Paul, Weiss, Rifkind, Wharton & Garrison is its legal adviser.
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The sources added that DPE was expected to hire a financial adviser to assist the company shortly.
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Credit Suisse Securities (USA) was financial adviser to Range Resources, while Sidley Austin was its legal adviser.
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Goldman Sachs is Great Plains' financial adviser for the Westar deal and Bracewell is its legal adviser.
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Morgan Stanley & Co. acted as financial adviser and Davis Polk & Wardwell acted as legal counsel to Ingram.
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It's even the thesis of "The Latte Factor, " by self-made millionaire and financial adviser David Bach.
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Goldman Sachs & Co LLC was Atwood's financial adviser and Gibson, Dunn & Crutcher LLP was its legal adviser.
|
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BofA Merrill Lynch was financial adviser to Polaris, and Faegre Baker Daniels LLP was its legal adviser.
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Arch's financial adviser was Credit Suisse, with Cahill Gordon & Reindel and Clyde & Co. acting as legal counsel.
|
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Morgan Stanley & Co LLC was Crown Castle's financial adviser, while Cravath, Swaine & Moore LLP provided legal counsel.
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Macquarie Capital was ECN Capital's lead financial adviser, while Morgan Stanley and BMO Capital Markets assisted it.
|
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Aphria has retained Scotiabank as its financial adviser and Fasken Martineau DuMoulin LLP as its legal counsel.
|
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Morgan Stanley & Co LLC was the financial adviser to PTC, while Goldman Sachs & Co LLC advised Rockwell.
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Greenhill & Co International LLP was Equinity's lead financial adviser, with Citigroup Global Markets Ltd as joint adviser.
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Linn Energy said it retained Lazard as its financial adviser and Kirkland & Ellis Llp as legal adviser.
|
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The company said it had retained BMO Capital Markets as financial adviser to assist with the process.
|
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Morgan Stanley & Co LLC was the lead financial adviser to Consolidated, while Evercore was FairPoint's sole adviser.
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Lazard served as financial adviser to Versum and Simpson Thacher, while Bartlett LLP was the legal counsel.
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If you work with a financial adviser, your plan likely revolves around a specific retirement age assumption.
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Comcast's legal adviser was Davis Polk & Wardwell LLP and the company did not list a financial adviser.
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The company is assessing a potential purchase with a financial adviser said people familiar with the matter.
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Credit Suisse was financial adviser to 3M, while Cleary Gottlieb Steen & Hamilton LLP was its legal counsel.
|
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Standard Chartered Bank, financial adviser to Fortis, will assist the advisory committee and the board, Fortis said.
|
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Infinity Property's financial adviser was Deutsche Bank Securities and Keating Muething & Klekamp PLL was its legal counsel.
|
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Coach's financial adviser was Evercore Group and its legal adviser was Fried, Frank, Harris, Shriver & Jacobson LLP.
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Baird acted as financial adviser to Grand Design, with Weil Gotshal & Manges LLP acting as legal adviser.
|
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Evercore is the financial adviser and Wachtell, Lipton, Rosen & Katz is serving as legal counsel to NCI.
|
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Allen & Co is the financial adviser to Liberty Interactive, while Baker Botts LLP is the legal adviser.
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Just one bank, Morgan Stanley, has a role in the deal but only as Uber's financial adviser.
|
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Goldman Sachs served as financial adviser and Faegre Baker Daniels as legal counsel to Buffalo Wild Wings.
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Credit Suisse was Cogeco's financial adviser, and Stikeman Elliott and Kirkland & Ellis LLP were its legal advisers.
|
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BofA Merrill Lynch was the financial adviser for Potlatch, while Goldman Sachs & Co LLC was advising Deltic.
|
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His father is a forensic accountant and corporate financial adviser specializing in bankruptcy restructurings, working from Cossayuna.
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Goldman Sachs Group Inc was financial adviser and Wachtell, Lipton, Rosen & Katz was legal adviser to Bard.
|
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Qatalyst Partners is Atmel's financial adviser for the deal and Jones Day is its external legal adviser.
|
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Qatalyst Partners LLP acted as financial adviser to Fitbit, while Fenwick & West LLP was its legal adviser.
|
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JPMorgan acted as financial adviser to Merck on the transaction, and Freshfields Bruckhaus Deringer was legal adviser.
|
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Jefferies LLC is the financial adviser to EagleClaw, while Morgan Stanley and Intrepid Partners LLC advised Blackstone.
|
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Qatalyst Partners is acting as financial adviser to Verifone and Sullivan & Cromwell LLP is its legal adviser.
|
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Evercore Partners International is financial adviser to Rank and its corporate brokers are Peel Hunt and Goodbody.
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But keep in mind that you should always consult a financial adviser or planner about your situation.
|
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Centerview Partners was Mylan's financial adviser and Cravath, Swaine & Moore LLP, Vinge, and NautaDutilh its legal advisers.
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Goldman Sachs was the financial adviser for WhiteWave, and Skadden, Arps, Slate, Meagher & Flom served as counsel.
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Goldman's star banker in the region, Tim Leissner, was a close financial adviser to Mr. Razak's administration.
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J.P. Morgan was financial adviser to Greystar, while Hogan Lovells and King & Spalding were its legal advisers.
|
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Morgan Stanley is Cvent's financial adviser, while Wilson Sonsini Goodrich & Rosati, Professional Corp is its legal adviser.
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As a financial adviser, I've seen first hand what happens when families don't have enough life insurance.
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Stonebridge Capital is the financial adviser and Robinson Bradshaw and Covington & Burling is legal counsel for Raycom.
|
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As first reported by Bloomberg, Disney hired a financial adviser to evaluate a possible bid for Twitter.
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Mr. Caputo, 34, is a senior financial adviser at Bank of America Merrill Lynch in New York.
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A financial adviser should carefully explain fees with customers before they sign up for the adviser's services.
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It's even the thesis of "The Latte Factor " by self-made millionaire and financial adviser David Bach.
|
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Wells Fargo Securities is the lead financial adviser to Plantronics and Foley & Lardner is the legal adviser.
|
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Guggenheim Securities LLC is the financial adviser to Sonic, while Shearman & Sterling LLP is its legal counsel.
|
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Barclays was VF's financial adviser on the deal and Davis Polk and Wardwell LLP its legal adviser.
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It was "very funky, very Vermont, very alternative," said Lori Lustberg, a local financial adviser and alumna.
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But for a deeper dive, Ms. Alpert recommends adding a financial adviser to a team of professionals.
|
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Decarlo, who goes by Lizzie, is a financial adviser at UBS Private Wealth Management in New York.
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Finances: Guggenheim Securities LLC served as financial adviser and Shearman & Sterling LLP as legal adviser to Vice.
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BofA Merrill Lynch is serving as Integra's financial adviser, while Latham & Watkins LLP is its legal adviser.
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I've always said, if you've got, you know, $212,280, you don't and shouldn't have a financial adviser.
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"Check with family, friends, business associates, co-workers, your attorney, financial adviser, or banker," Mr. Henn said.
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Among the biggest stories in wealth management today is the industry's plans around its financial adviser talent.
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Citi was T&D's financial adviser and Nishimura & Asahi, King & Spalding and Appleby were its legal advisers.
|
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Morgan Stanley & Co LLC, is Astellas' financial adviser while Covington & Burling LLP is the company's legal counsel.
|
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Evercore Group and Kirkland & Ellis respectively served as financial adviser and legal adviser to the Scripps family.
|
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Moelis & Co is Midstates' financial adviser, while Paul, Weiss, Rifkind, Wharton & Garrison LLP is providing legal counsel.
|
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Credit Suisse was the exclusive financial adviser to Lilly and Wachtell, Lipton, Rosen & Katz its legal adviser.
|
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Centerview Partners LLC was the lead financial adviser, while Jefferies LLC also advised Armo on the deal.
|
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Credit Suisse is the sole financial adviser to Lippo Karawaci, and dealer-manager for the bond tender.
|
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News Corp has retained Allen & Company LLC as its financial adviser, the company said in a statement.
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Put together what Pagliarini calls a "financial triad": an attorney, a tax person, and a financial adviser.
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Peggy's scheme allegedly included 7 aliases and falsely telling victims she was a Harvard-educated financial adviser.
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Evercore is Abbott's lead financial adviser with Bank of America Merrill Lynch, who will also provide financing.
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JP Morgan acted as financial adviser to Merck on the transaction, and Freshfields Bruckhaus Deringer was legal adviser.
|
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Morgan Stanley & Co is Patheon's financial adviser, and Skadden, Arps, Slate, Meagher & Flom LLP is its legal counsel.
|
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Barclays was VCA's financial adviser and Akin Gump Strauss Hauer & Feld and Potter Anderson Corroon were legal advisers.
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J.P. Morgan Securities was the financial adviser to Fiserv and Bank of America/Merrill Lynch for First Data.
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But now Stehr, a financial adviser based in the San Francisco Bay area, is now rethinking the math.
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Expressions of interest should be submitted to Mediobanca, which is acting as the financial adviser to the seller.
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Credit Suisse was financial adviser to Aleris, while Moelis & Co advised Aleris on certain aspects of the deal.
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Stephen Richard Berger Berger, a financial adviser, was out celebrating his 44th birthday when he was fatally shot.
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These include 783 payments made to Mr Zuma by a former financial adviser who was convicted of graft.
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Allen & Company LLC is serving as financial adviser to Workday, and Fenwick & West LLP is its legal adviser.
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Citigroup Global Markets Inc was the financial adviser to PNC and Wachtell, Lipton, Rosen & Katz its legal adviser.
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Zuma was linked to the 1990s arms deal through his former financial adviser, who was jailed for corruption.
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Here is what you should be talking about with your financial adviser to prepare for the next downturn.
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The lead financial adviser to Celgene was JPMorgan Chase & Co , and Citigroup acted as an adviser alongside it.
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Image: GettyThe Walt Disney Co. is working with a financial adviser to evaluate a bid on Twitter Inc.
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Wells Fargo Securities was financial adviser to Wells Fargo, with Wachtell, Lipton, Rosen, & Katz serving as legal counsel.
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Baker Botts LLP is Seventy Seven Energy's legal counsel and Lazard Freres & Co LLC is the financial adviser.
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Morgan Stanley & Co LLC is the financial adviser, while Kirkland & Ellis LLP is the legal adviser to Cambrex.
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UBS and Wells Fargo are partnering with online financial adviser SigFig Wealth Management, while BlackRock Inc acquired FutureAdvisor.
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Crutchfield Capital Corp was financial adviser to Maintenance Supply Headquarters, while Porter Hedges LLP was its legal adviser.
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For Millennials, it's all about tech, even when it comes to staying in touch with their financial adviser.
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Citigroup acted as Level 3's financial adviser and Willkie Farr & Gallagher LLP was as its legal adviser.
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Goldman Sachs and Cleary Gottlieb advised D'Ieteren on the deal, while Rothschild acted as financial adviser to Moleskine.
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Maybank Kim Eng Securities (Thailand) is the IPO lead underwriter and Siam Commercial Bank is the financial adviser.
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Barclays and Numis are acting as joint bookrunners for the IPO, while Rothschild is acting as financial adviser.
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Consult with your loved ones and financial adviser on all of these important questions before developing a plan.
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Evercore served as financial adviser and Sidley Austin LLP served as legal counsel to both the private companies.
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Razer hired Credit Suisse and UBS as sponsors of the IPO, with Evercore also acting as financial adviser.
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S is acting as financial adviser to HNA and while Bär & Karrer is acting as its legal adviser.
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Goldman Sachs is acting as financial adviser to Lexmark, and Wachtell, Lipton, Rosen & Katz is its legal counsel.
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Qatalyst Partners acted as financial adviser to Permira, and Fried, Frank, Harris, Shriver & Jacobson acted as legal adviser.
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Nashville-area financial adviser Brenton Harrison says this is one reason financial advisers are often worth their salt.
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Six months later, Horsehead's financial adviser estimated that the company's assets were worth about one-third of that.
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Wells Fargo Securities is the financial adviser, and Cooley and Jones Day served as legal counsel for Gray.
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Each month I receive an optical illusion from my financial adviser showing the state of my retirement account.
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PJT Partners served as financial adviser to WestRock, while Lazard advised on some matters related to the deal.
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Viacom has hired Debevoise & Plimpton LLP as its legal advisor, and also expects to retain a financial adviser.
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Shares of the company, which has engaged Barclays as its financial adviser, were down at $72.36 on Thursday.
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Goldman Sachs & Co is financial adviser to the FMI Special Committee and Goodwin Procter LLP is legal counsel.
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Anyone can call themselves a financial adviser, at least for now, so don't accept titles at face value.
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Bank of America Merrill Lynch was the financial adviser to Salesforce and Goldman Sachs & Co LLC advised Tableau.
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Her mother is a retired accountant, and her father, Fred Spagnola, 58, is a financial adviser for UBS.
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If you're collecting a federal pension, you should consult a financial adviser to see if it's at risk.
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The witness was Martin Blazer, a former financial adviser based in Pittsburgh, the United States attorney's office said.
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Bank of America, Merrill Lynch and Morgan Stanley are joint sponsors, while China Renaissance is the financial adviser.
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Guggenheim Securities, LLC is acting as Gildan's financial adviser, while Sullivan and Cromwell LLP are providing legal advice.
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Citigroup advised MSI on the deal while Bank of America Merrill Lynch was the financial adviser to Fairfax.
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Mr. Wexner's wife, Abigail, once worked there as an associate, and his financial adviser is a former partner.
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A good financial adviser will help you set a plan for getting and keeping your finances in shape.
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"Rebalancing is more a risk-control measure than a return-generator," said Dougal Williams, an independent financial adviser.
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"This is where you will want to work with a financial adviser" to examine the pros and cons.
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Santander will act as financial adviser, while Caixabank will help with the financing, one of the sources said.
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Hiring a financial adviser can seem intimidating, but going without one comes with plenty of risk as well.
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J.P. Morgan was financial adviser to KLA-Tencor, while Wilson, Sonsini, Goodrich & Rosati was its U.S. legal counsel.
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His father is also a financial adviser in Spearfish, with Voya Financial Advisors, a Dutch wealth management company.
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HOUSE REJECTS FINANCIAL ADVISER RULE: The House voted Thursday to strike down a controversial rule for financial advisers.
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JMP Securities LLC is Forestar's financial adviser, while Skadden, Arps, Slate, Meagher & Flom LLP is its legal counsel.
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Paul Donahue, 53, is a financial adviser and part-owner of the Centennial Gun Club outside of Denver.
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"Consider speaking with a financial adviser who can provide you with a comprehensive retirement plan," Young suggests.3.
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His father, who is also retired, was a financial adviser at the Managers Investment Group in Norwalk, Conn.
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Guggenheim Securities LLC acted as financial adviser and Paul, Weiss, Rifkind, Wharton & Garrison LLP was its legal adviser.
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Piper Jaffray was the financial adviser to Permira funds and Skadden, Arps, Slate, Meagher & Flom LLP its legal adviser.
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Band of America/Merrill Lynch is Blackstone's financial adviser, while Kirkland & Ellis and Ropes & Gray are its legal counsel.
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BMO Capital Markets was Alamos' financial adviser, while Macquarie Capital Markets Canada Ltd and Maxit Capital LP advised Richmont.
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Bank of America/Merrill Lynch the financial adviser and Kirkland & Ellis and Wiley Rein the legal counsel to Nexstar.
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Tony Catt, an Independent Financial Adviser has criticized this move and has said that this was not really enforceable.
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Morgan Stanley is Marketo's financial adviser for the Vista deal and Wilson Sonsini Goodrich & Rosati is its legal adviser.
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Top financial adviser: 'If all you do in life is work really hard, you're never going to get wealthy'
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National Bank Financial Inc was the financial adviser for Jean Coutu and Stikeman Elliott LLP was its legal counsel.
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Zuma was linked to the deal through his former financial adviser, who was jailed for corruption, but denied wrongdoing.
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Emirates NBD Capital has been appointed as the financial adviser and, together with Standard Chartered, as joint global coordinators.
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Centerview Partners was the financial adviser to Harry's and Latham & Watkins and O'Melveny & Myers served as its legal advisers.
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MOD has appointed Sternship Advisers as financial adviser and DLA Piper as legal adviser with respect to Sandfire's bid.
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Evercore is advising Abbott on the St. Jude deal, while Guggenheim Securities is the financial adviser to St. Jude.
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All of this was a big shock for Mr Woodford's prominent backers, including Hargreaves Lansdown, a leading financial adviser.
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Bank of America Merrill Lynch was Bojangles' financial adviser, while Shearman & Sterling LLP provided legal counsel, the company said.
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The Spanish language broadcaster said it hired Morgan Stanley as a financial adviser to assist in the sale process.
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Credit Suisse was Tronox's financial adviser, while Kirkland & Ellis LLP and Willkie Farr & Gallagher LLP were its legal advisers.
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SunOpta's board hired Rothschild Inc as the financial adviser and Davies Ward Phillips & Vineberg LLP as the legal adviser.
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Morgan Stanley & Co. LLC is acting as financial adviser to Adaptive Insights, and Cooley LLP is its legal adviser.
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But it's not a woman he was having an affair with; rather, Warren Sue was the couple's financial adviser.
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Mike McGarry, a financial adviser from Philadelphia, was at the concert when he heard hundreds of shots ring out.
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Evercore was financial adviser to Straight Path and Weil, and Gotshal & Manges served as company counsel on the deal.
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He is also a financial adviser and teaches the business of sports at Ohio State University, his alma mater.
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Goldman was a joint financial adviser for the initial public offering (IPO) of Arabian Centres, which listed last month.
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But more than a year after requesting proposals, the government has not appointed a financial adviser, the sources said.
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Jefferies LLC is the financial adviser to Blackstone and EagleClaw, while Evercore and Barclays advised Caprock and Energy Spectrum.
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BofA Merrill Lynch was the financial adviser for Church & Dwight, while Harris Williams and Wells Fargo advised MidOcean Partners.
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Goldman Sachs International acted as sole financial adviser on the deal, which is expected to close by early July.
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Citi is the financial adviser to Sealed Air and Barclays and RBC Capital Markets were Bain Capital's financial advisers.
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Amerisur's board has appointed BMO Capital as its financial adviser with regards to the sale process, the company said.
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Citigroup Global Markets Inc is the financial adviser to Mid-America Apartment, while JP Morgan is advising Post Properties.
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The company is working with a financial adviser, but may choose not to seek a sale, the report said.
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Goldman Sachs & Co. LLC was the financial adviser to Kemper and Sidley Austin LLP served as its legal counsel.
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The consortium plans to fund the deal with debt and equity capital with Goldman Sachs as its financial adviser.
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Financial adviser David Demming is quite frank about it: "It's a stupid thing to be exposed to," he said.
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McCarthy has served as a financial adviser, regional managing director and division executive during her stint with Merrill Lynch.
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Allen & Company LLC is the financial adviser to Flatiron Health and Wilson Sonsini Goodrich & Rosati is its legal counsel.
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Merck's financial adviser JPMorgan wants to shortlist bidders for the business before the end of the year, they said.
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In the first quarter, UBS's average financial adviser had $147 million of invested assets and $1.06 million in revenue.
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Goldman Sachs is the financial adviser and Fried, Frank, Harris, Shriver & Jacobson LLP the legal adviser to Goldman Sachs.
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Last year, nearly 241 percent of financial adviser trainees hired were female or members of minority groups, he added.
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Citibank was the lead financial adviser to Sherwin-Williams, and J.P. Morgan Securities LLC also acted as financial advisor.
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J.P. Morgan Securities LLC is Medtronic's financial adviser for the transaction and Ropes & Gray LLP is its legal counsel.
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Morgan Stanley & Co LLC was financial adviser to CPA 17, while JPMorgan Securities LLC and Barclays advised W.P. Carey.
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Goldman Sachs & Co was the financial adviser to Carefree Communities, and Simpson Thacher & Bartlett LLP was its legal adviser.
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RBC Capital Markets is the financial adviser and Norton Rose Fulbright US LLP the legal adviser to Tesoro Logistics.
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UBS Investment Bank was Viacom's financial adviser, and M.& M. Bomchil and Shearman & Sterling served as its legal adviser.
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The company was "re-shaping" its financial adviser network to improve its level of professionalism and productivity, he added.
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Moelis & Company acted as financial adviser for the consortium, while Skadden, Arps, Slate, Meagher & Flom acted as legal counsel.
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Outerwall has retained Morgan Stanley & Co Llc as its financial adviser, and Perkins Coie Llp as its legal adviser.
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AlixPartners LLP is serving as restructuring adviser and PJT Partners Inc is acting as financial adviser, the company said.
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Law firm Lowenstein Sandler LLP and financial adviser B. Riley FBR worked for Taub, Hero said in a statement.
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MTS Health Partners LP is Universal American's financial adviser and Paul, Weiss, Rifkind, Wharton & Garrison LLP provided legal advice.
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Whenever anyone asks for advice on finding a financial adviser, I always suggest they seek out fee-only help.
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If you want to know how to choose a financial adviser, follow this guide for more details to consider.
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Sanderson wound up homeless and sleeping on a Central Park bench before rebounding to serve as a financial adviser.
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Goldman Sachs was the lead financial adviser to Keurig and Credit Suisse advised Dr Pepper Snapple on the deal.
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Among them, the NYT reports: Allen Weisselberg, the Trump Organization's C.F.O. and a longtime financial adviser to President Trump.
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The bride, 48, is a principal and financial adviser at Bernstein Private Wealth Management, investment management firm in Manhattan.
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About one year before he retired from IBM, he consulted with a financial adviser to tweak his budget projections.
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But I'd also sit down with a fee-only financial adviser experienced in this area and do the analytics.
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Bo played for the Cincinnati Bengals for eight years before returning to Shreveport to work as a financial adviser.
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"President Trump is going to win in 297," Mr. Meehan, a 22016-year-old financial adviser, told his audience.
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Obviously, that strategy wasn&apost going to work long-term, so I set out to find a financial adviser.
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Democrat Kelly Mazeski, a former financial adviser, is seen as one of the leading candidates of the crowded field.
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Morgan Stanley & Co was the financial adviser to United Tech and Wachtell, Lipton, Rosen & Katz was its legal adviser.
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But you already have every "real" financial adviser and financial pornography network under the sun telling you to save.
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They have a tremendous number of clients who leave their organization over time as they want a financial adviser.
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The Dutch state has appointed financial adviser Aperghis & Co and law firm Allen & Overy for the process, sources said.
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Goldman Sachs is financial adviser, while Wachtell, Lipton, Rosen & Katz are legal adviser to Yum Brands and Yum China.
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Pharos has been picked as a financial adviser on about 17 deals, CEO Elwy Taymour said in an interview.
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NorthStar earlier on Monday said it had retained Goldman Sachs & Co as its financial adviser to evaluate strategic alternatives.
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After about eight years in various roles, he was promoted to a financial adviser position in Phoenix in 2016.
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The former employee, financial adviser Galen Marsh, accepted a five-year securities industry ban to settle related civil charges.
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JPMorgan Chase & Co was Allergan's financial adviser, and its legal counsel were Wachtell, Lipton, Rosen & Katz and Arthur Cox.
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Zach Teutsch is a values-focused financial adviser helping clients structure their financial lives to support living fulfilling lives.
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TransCanada, Canada's second-largest pipeline company, has retained Morgan Stanley as its financial adviser and Vinson & Elkins as legal adviser.
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GLP then hired JPMorgan as its financial adviser and Allen & Gledhill as its legal adviser to work on the review.
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Potrero had urged the company in a presentation in March 2016 to hire a financial adviser to pursue strategic alternatives.
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It is not clear if lenders will attempt to form a steering committee once a financial adviser has been appointed.
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The casino group asked for court approval to retain financial adviser and investment banker Millstein & Co to oversee the process.
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If you are already employing a financial adviser, however, this is one area of expertise you should tap in to.
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Goldman Sachs advised Baker Hughes, while Credit Suisse was lead financial adviser to Halliburton, with Bank of America also advising.
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Instead they might ask why firms like Hargreaves Lansdown, Britain's largest financial adviser, continued to recommend WEIF until very late.
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BMO Capital Markets is acting as financial adviser to Pure Industrial and Goodmans LLP is acting as its legal counsel.
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According to the sources, Bom Jesus hired São Paulo-based restructuring shop Pantalica Partners as financial adviser on the restructuring.
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San Francisco has hired Jefferies LLC as buy-side financial adviser, the utilities commission's Press Secretary Will Reisman told Reuters.
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Muniz says she consulted a financial adviser in Tennessee because they wanted to make the best move for their family.
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Fenwick & West is acting as Cepheid's legal adviser for the transaction, and Goldman Sachs is acting as Cepheid's financial adviser.
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Stifel Financial's subsidiaries, Stifel Nicolaus & Co and Miller Buckfire & Co, have been engaged as hhgregg's financial adviser and investment banker.
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Bank of America Merrill Lynch is the financial adviser to American Midstream and Locke Lord LLP is its legal counsel.
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Goldman Sachs is acting as financial adviser to Thermo Fisher, and Wachtell, Lipton, Rosen & Katz is serving as legal counsel.
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Duff & Phelps LLC is the consortium's financial adviser, and Skadden, Arps, Slate, Meagher & Flom LLP is its U.S. legal counsel.
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J.P. Morgan served as the financial adviser to PDC, while Davis Graham & Stubbs LLP served as legal counsel to PDC.
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Wells Fargo Securities LLC is the U.S. company's financial adviser, while Barclays and BDT & Co LLC are advising JAB Beech.
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House Minority Leader Nancy Pelosi (D-Calif.) is rallying members of her party to save a controversial financial-adviser rule.
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A financial adviser can help direct you in setting up a portfolio, or you can create one on your own.
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It takes effort, communication, and help from a financial adviser, but we've figured out a way to make it work.
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First, no one should give discretion to a financial adviser without having the time and knowledge to supervise the results.
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Seventy-eight percent of people who have a financial adviser report feeling optimistic about their personal or household financial situation.
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Mr. Thorburn, a financial adviser in the bank's wealth management division, had not received approval before pursuing the hat endeavor.
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BofA Merrill Lynch is WellCare's financial adviser while Kirkland & Ellis LLP and Bass, Berry & Sims Plc are its legal advisers.
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Wal-Mart's financial adviser on the deal was Morgan Stanley & Co LLC and its legal advisor was Morrison & Foerster LLP.
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Aramco has hired Lazard as financial adviser for the bond deal, and JP Morgan and Morgan Stanley as global coordinators.
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Arch's financial adviser was Credit Suisse Group AG, with Cahill Gordon & Reindel LLP and Clyde & Co acting as legal counsel.
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And really, this is one of the questions you should ask any financial adviser before you work with them anyway.
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But if you make too much to qualify for these services, then you should consider paying for a financial adviser.
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"At least Trump's trying to get all these allies to pay their fair share," said Raymond Shoup, a financial adviser.
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That was how my financial adviser career began and, back then, I believed it would be my shortest employment ever.
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"We became really accustomed to knowing how to be versatile in our childhood," said Mr. Chang, a Chicago financial adviser.
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My financial adviser suggested moving more of that money into targeted investment funds, to get more return on the investment.
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HOULIHAN LOKEY APPOINTED FINANCIAL ADVISER TO LEBANON'S BANKS ASSOCIATION AS LEBANON SEEKS TO RESTRUCTURE GOVT DEBT - SOURCE FAMILIAR WITH MATTER
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Getting off the ground as a new financial adviser, especially when you're not working on a team, can be challenging.
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SENATE, HOUSE LAWMAKERS TAKE ON DOL RULE: Republicans are looking to roll back the Obama administration's controversial financial adviser rule.
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Nicholas Mancuso, a financial adviser and personal insurance expert with the insurance brokerage firm Policygenius, says that the vaping vs.
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Mr. Brown likened a financial adviser to a family doctor — someone who will be with you over the long haul.
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His financial adviser, Ricardo Peters, who is also African-American, complained that he, too, was a victim of racial discrimination.
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Citi is the financial adviser to Sealed Air and Barclays and RBC Capital Markets LLC were Bain Capital's financial advisers.
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Roberts served as Ike's financial adviser and executor, and, after Roberts helped arrange his run for President, as his bagman.
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Barclays was VCA's financial adviser and Akin Gump Strauss Hauer & Feld LLP and Potter Anderson Corroon LLP were legal advisers.
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Bank of America Merrill Lynch (BAML) was a financial adviser to Abanca for the potential deal with Liberbank in February.
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Perrigo, run by CEO John Hendrickson, has hired Morgan Stanley as financial adviser to lead the review process for Tysabri.
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Goldman Sachs is the exclusive financial adviser to Diamond Eagle, Raine Group is advising DraftKings, while Stifel is advising SBTech.
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Goldman Sachs is the exclusive financial adviser to Diamond Eagle, Raine Group is advising DraftKings, while Stifel is advising SBTech.
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The Coyotes turned to Schoenfeld, a financial adviser and son of the former coach and player Jim Schoenfeld, last February.
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Before online investing was a thing, the best way to get your money managed was probably a human financial adviser.
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Daniel Marques would probably be working as a financial adviser for a big investment firm in New Jersey right now.
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Larry Ginsburg, a financial adviser in Oakland, California, has one client who takes his whole family on a trip every year.
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Mr. Zarrad, 36, briefly worked as a financial adviser for Merrill Lynch after serving in the Marine Corp for six years.
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Goldman Sachs & Co is acting as financial adviser to Thermo Fisher, and Wachtell, Lipton, Rosen & Katz is serving as legal counsel.
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The fundraising has been fully underwritten by HSBC and Peel Hunt on a standby basis, with Rothschild acting as financial adviser.
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M1's shareholders have jointly appointed Morgan Stanley Asia (Singapore) Pte as their financial adviser to assist with the strategic review.
|
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RBC Capital Markets served as exclusive financial adviser to Kraft Heinz Canada, while Fasken Martineau DuMoulin LLP served as legal advisers.
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Soliman Fakeeh declined to comment, while the financial adviser for the sales process, Jadwa Investment, was not immediately available to comment.
|
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Serbia last year invited applications for a financial adviser to sell the government's stake in the Balkan country's second largest lender.
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S.), L.P. and Lone Star Real Estate Fund IV (Bermuda), L.P. * Citigroup Global Markets Limited acted as financial adviser to HETA.
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The team was the financial adviser to Indian conglomerate Adani Enterprises' multibillion dollar Carmichael coal mine in Queensland until last August.
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Goldman Sachs & Co LLC is the financial adviser to Chico's and Paul, Weiss, Rifkind, Wharton & Garrison LLP is its legal counsel.
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Last year, Grindr hired the Raine Group to serve as its financial adviser as it fielded opportunities for acquisition or investment.
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Bank of America served as the financial adviser to Nexstar, while RBC Capital Markets and Goldman Sachs worked with Media General.
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If there's one bad habit sure to drive your financial adviser crazy, it's your love of lottery tickets or casino gaming.
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Deckers, the owner of the UGG brand of boots and apparel, said it had retained Moelis & Co LLC as financial adviser.
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RBC Capital Markets is the financial adviser to Permira funds, while Skadden, Arps, Slate, Meagher & Flom LLP is the legal adviser.
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Independent Bank received a fairness opinion from Stephens Inc, while Keefe, Bruyette & Woods Inc served as financial adviser to Guaranty Bancorp.
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" Stephen Spencer, a financial adviser for the bondholder group, in a separate statement said the agreement "puts everyone back on track.
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While Barclays and TD Securities served as financial advisers to Garda World, Scotiabank served as a financial adviser to BC Partners.
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Aramco has hired Lazard as financial adviser for the planned bond deal, and JP Morgan and Morgan Stanley as global coordinators.
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Rothschild will replace Millstein and Co, which had served as financial adviser under the administration of ex-Governor Alejandro Garcia Padilla.
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J.P. Morgan Securities is financial adviser to Fresh Market, while Barclays, RBC Capital Markets, Jefferies and Macquarie Capital are advising Apollo.
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Guggenheim Securities and BofA Merrill Lynch acted as financial advisers to DXC while Credit Suisse acted as financial adviser to Luxoft.
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One financial adviser says that since Mr Duterte took over, investors are demanding a higher risk premium to hold Philippine assets.
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National Amusements was advised by Evercore as its financial adviser and by Cleary Gottlieb Steen & Hamilton LLP as its legal counsel.
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Citigroup Global Markets Inc is the financial adviser to Trina Solar's special committee, and Kirkland & Ellis is its U.S. legal counsel.
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Meanwhile, the education ministry has hired HSBC as financial adviser for its plans to privatize construction and management of school buildings.
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Alexandre Riley, a financial adviser in London, was bombarded on Friday morning with supposed insight from financial firms of various sorts.
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The move comes about six months after CBA's role as financial adviser to Indian conglomerate Adani's multibillion dollar Carmichael Mine ended.
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The financial adviser to the world's top-earning YouTube star shares the tips he gives clients to kick-start their businesses.
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Working with a financial adviser to manage our income has encouraged us to think long-term about our taxes and investments.
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"The bill in its current form is fiscally irresponsible," financial adviser Stephen Spencer of Houlihan Lokey said in an emailed statement.
|
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"We don't think there will be new energy IPOs for now," a financial adviser to the deal said after the announcement.
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The company also said it has received about $1.1 billion of financing from Bank of America Merrill Lynch, its financial adviser.
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"He was having a ball," said Dahl, a financial adviser in Rochester and a volunteer assistant at Division III Nazareth College.
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Goldman Sachs was the financial adviser to Marvell while Qatalyst Partners and J.P. Morgan Securities were the financial advisers to Cavium.
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Tom Buck, once a top Merrill Lynch financial adviser in Indiana, could face up to 25 years in prison if convicted.
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Rothschild & Co is acting as sponsor and sole financial adviser to Fuller on the proposed sale, while Nomura advised Asahi Europe.
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The fund's focus is on majority and strategic minority investments throughout the US.Goldman Sachs acted as exclusive financial adviser to HireVue.
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This is the fee-only financial adviser, and the only kind of compensation they receive is fees paid directly by clients.
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One financial adviser who represents some smaller P. & G. investors suggested that the company may be in for a rough day.
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He is a financial adviser in one of the bank's Oregon offices; he does not run Morgan Stanley's wealth-management division.
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Mr. Mondolino, 29, is a financial adviser at the Wealth Enhancement Group, a financial investment and advisory firm in Darien, Conn.
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But even in those cases, Molly Stanifer, a Certified Financial Planner and financial adviser with Old Peak Finance, recommends extreme caution.
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Jean Ludwig, 75, a retired financial adviser, has been knocking on doors for Republican candidates in Carroll, Iowa, including for Gov.
|
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His father, now retired, was an assistant vice president and financial adviser at Bank of America Merrill Lynch in Union City.
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As a financial adviser, he misappropriated some clients' funds and served 21625-2900/220006 years in federal prison for wire fraud.
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Citigroup is acting as lead financial adviser to Apollo, with RBC Capital Markets, Barclays, Credit Suisse and Deutsche Bank also advising.
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Lazard Ltd and Allen & Company LLC were financial advisers to Aetna and Evercore served as independent financial adviser to Aetna's board.
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J.P. Morgan is serving as financial adviser to Dun & Bradstreet, and Cleary Gottlieb Steen & Hamilton is serving as its legal counsel.
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He vouched for the informant to a parent, saying that the informant was his personal financial adviser and Barkley's, as well.
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We would like to have a bit more space, but our financial adviser counseled us not to buy a larger home.
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PPC has hired HSBC as financial adviser for the sale and Pricewaterhouse to help with the spin off of the units.
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Moelis & Co LLC was FirstEnergy's financial adviser and Jones Day its legal adviser, while Ropes & Gray served as Elliott's legal adviser.
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As the industry evolves, how will the job description for the wealth manager/financial adviser of 2030 have changed from 2019?
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She suggested that Ms. Craven find a financial adviser to develop a personalized strategy and perhaps open an independent retirement account.
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If you don&apost have the will or the time, a financial adviser can provide a useful service you desperately need.
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"SmartAsset's free tool can find a financial planner to help you build your own investing strategy "More financial planner coverageEverything you need to know about financial planners5 times you should consider meeting with a financial plannerPeople with a financial adviser say they aren't just better with money — they're happier with life overallHere's how much a financial adviser costs
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"SmartAsset's free tool can find the right financial planner to help you meet your goals "More financial planner coverageEverything you need to know about financial planners5 times you should consider meeting with a financial plannerPeople with a financial adviser say they aren't just better with money — they're happier with life overallHere's how much a financial adviser costs
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"SmartAsset's free tool can find the right financial planner to help you build wealth "More financial planner coverageEverything you need to know about financial planners5 times you should consider meeting with a financial plannerPeople with a financial adviser say they aren't just better with money — they're happier with life overallHere's how much a financial adviser costs
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Citigroup is acting as lead financial adviser to Apollo, with RBC Capital Markets LLC, Barclays, Credit Suisse and Deutsche Bank also advising.
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The SILC Group, a Melbourne-based boutique firm, was the financial adviser to SPIC, while King & Wood Mallesons was the legal adviser.
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It's an old Financial Adviser rule of thumb that you shouldn't pay more than 30% of your take-home pay for housing.
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It's a simple enough concept: A financial adviser should be legally required to put their clients' best interests ahead of their own.
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Morgan Stanley's Habib Yousefzadeh joined Bank of America Corp Merrill Lynch's global wealth management team as a financial adviser, effective July 22.
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Avendus Capital was the financial adviser to BookMyShow and Shardul Amarchand Mangaldas & Co was the legal adviser during the latest funding round.
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Bebe Stores, which has a market cap of about $29 million, said it has retained B. Riley & Co as its financial adviser.
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Citigroup Global Markets Inc served as financial adviser to Analogic and Wilmer Cutler Pickering Hale and Dorr LLP was its legal counsel.
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"You will not notice the difference," says Carrie Schwab-Pomerantz, a financial adviser, board chair and president of the Charles Schwab Foundation.
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Centerview Partners LLC was the financial adviser to Harry's and Latham & Watkins LLP and O'Melveny & Myers LLP served as its legal advisers.
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"I got addicted to saving, (and) I started investing at 803," said Samuelson, now a financial adviser for Bank of America (BAC.
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Green Growth said it had retained Canaccord Genuity as its financial adviser and Norton Rose Fulbright Canada LLP as its legal adviser.
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The legal costs do not have to be prohibitive, says Stacey Decker, a financial adviser for Merrill Edge in Oak Lawn, Illinois.
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J.P. Morgan Securities LLC is serving as financial adviser to IronPlanet and Orrick, Herrington & Sutcliffe LLP is serving as its legal adviser.
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J.P. Morgan Securities LLC is acting as Oneok's lead financial adviser and Skadden Arps, Slate, Meagher & Flom LLP will provide legal advice.
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Barclays Bank is acting as sponsor, corporate broker and financial adviser to LSE, while RBC Capital Markets is also acting for LSE.
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"Steve was passionate about his work as a financial adviser, and was beloved by his clients," the company said in a statement.
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Mr. Leitman, 27, is a financial adviser in the wealth investment management division of Bank of America Merrill Lynch in New York.
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The wider lender group is in the process of mandating a financial adviser - Houlihan Lokey, Macquarie and Deloitte are in the running.
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When a friend mentioned that working with a financial adviser was the best thing she's done for her marriage, I was intrigued.
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The bride's father is a vice president and senior financial adviser in the Towson, Md., office of Bank of America Merrill Lynch.
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Citigroup Global Markets Inc served as financial adviser and Skadden, Arps, Slate, Meagher & Flom LLP served as outside legal counsel to Stryker.
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So when asked this year by a financial adviser to join an investment trip to Silicon Valley, he jumped at the chance.
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Robo-advisers are a type of financial adviser that funnels your investments into a pre-designed portfolio aligned with your investment goals.
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The board announced on Saturday it hired Citigroup Global Markets as its financial adviser, and Ramon Ruiz-Comas as interim executive director.
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BofA Merrill Lynch is Rayonier's financial adviser and McCarthy Tetrault LLP, Hogan Lovells and Wachtell, Lipton, Rosen & Katz are its legal advisers.
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J.P. Morgan does not currently have a rating for Disney shares because it is acting as financial adviser for the media company.
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Elliott had then retained financial adviser UBS Investment Bank to conduct an analysis on NXP and share the report with other shareholders.
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BofA Merill Lynch was G&K's exclusive financial adviser and Weil, Gotshal & Manges LLP and Stinson Leonard Street LLP its legal advisers.
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Qatalyst Partners is acting as financial adviser to Imperva, based in Redwood Shores, California, and Fenwick & West is serving as legal adviser.
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David, a financial adviser, and Beth, a kindergarten teacher at a Catholic school, were high school sweethearts and were kind and upbeat.
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J.P. Morgan Securities was financial adviser to Chesapeake, and Paul, Weiss, Rifkind, Wharton & Garrison LLP and Polsinelli PC acted as legal counsel.
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The committee has retained BroadSpan Capital as financial adviser, Blitzer Consulting as special adviser and Arnold & Porter Kaye Scholer as legal adviser.
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Shutterstock When it comes to retirement savings, a financial adviser can be either part of the problem or part of the solution.
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Certified financial adviser Brooke Napiwocki of Milwaukee, Wisconsin built a whole practice out of advising teachers, because they get little help elsewhere.
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You're working with a fiduciaryFinally, don't forget that a fee-only financial adviser will likely have a fiduciary responsibility to their clients.
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People who work with a financial adviser are more likely to report happiness, confidence, and stability in their financial and personal lives.
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And that's understandable: The phrase "financial planner" or "financial adviser" doesn't actually indicate what kind of training, education, or experience someone has.
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Jim Stehr, a financial adviser who runs Paragon East Advisors in Lafayette, California, is steering three kids through college in eight years.
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That discretion is instead placed with your financial adviser, who ideally is one of the good guys (or gals) in your life.
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The standard recommendation from any financial adviser is to rebalance your portfolio, selling winners to maintain the weight in your financial plan.
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What happened when I talked to my financial adviserFeeling a case of the jitters, I decided to meet with my financial adviser.
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Now, the firm is taking steps to improve its financial adviser associate (FAA) program, with an aim to better equip new advisers.
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Keefe, Bruyette & Woods served as financial adviser to Banco de Sabadell and Sabadell United Bank and Hunton & Williams LLP as legal adviser.
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You may think you need a financial adviser if you plan to retire before you're dead, but you likely just need Banktivity.
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Founded in 2001 as an independent financial adviser, XP has been challenging Brazil's top five banks, which hold 82% of total assets.
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"Southern California now has more venture capital and angel investors than it has ever had before," said Mr. Rowen, the financial adviser.
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"Different look," Ostapenko said as her mother, Jelena Jakovleva, and her financial adviser, Ingrida Latimira, watched from a corner of the room.
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It's important to understand that "financial planner" and "financial adviser" are general terms that could apply to anyone who gives financial advice.
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Goldman Sachs served as financial adviser to Ally, while Wachtell, Lipton, Rosen & Katz served as legal counsel to CardWorks for the transaction.
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J.P. Morgan Securities LLC is serving as financial adviser to Ash Grove and Skadden, Arps, Meagher & Flom LLP is its legal adviser.
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Bank of America/Merrill Lynch and Lazard are acting as financial advisers to Gilead, while Centerview Partners is Kite's exclusive financial adviser.
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Otherwise, "it just becomes a line item in the budget," says financial adviser John Scherer of Trinity Financial Planning in Middleton, Wisconsin.
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Morgan Stanley was the financial adviser to Polycom, while Moelis & Co, Evercore Partners and Macquarie Capital were advisers to Siris Capital Group.
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If you need a personalized investment plan as your finances become more complicated, you might want to consider a financial adviser instead.
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He blamed the ministry's financial adviser Ezechiel Mbuyi, who was also sentenced to five years, and vowed to appeal against the verdict.
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Nick Holeman, a certified financial planner with the online financial adviser Betterment, suggests considering the larger picture when paying off card debt.
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J.P. Morgan, which is providing $5.6 billion in committed financing for the deal, was Microchip's financial adviser, and Qatalyst Partners advised Microsemi.
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Goldman Sachs Canada Inc is acting as financial adviser and Osler, Hoskin & Harcourt LLP is acting as lead legal adviser to Husky.
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J.P. Morgan Cazenove is eOne's financial adviser and Osler, Hoskin & Harcourt LLP and Mayer Brown International LLP are serving as its legal counsel.
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Fred's said it had retained financial adviser PJ Solomon to evaluate other options for its business, which has been making losses since 2015.
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Earlier this year, LinkVidya replaced a dead link on a 2015 Forbes article by financial adviser Megan Mason, then writing as Megan Matt.
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Records show just one Goldman employee, a financial adviser in the wealth management division, has donated to Mr. Trump — $534.58, to be precise.
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Morgan Stanley & Co LLC is serving as financial adviser and Gibson, Dunn & Crutcher LLP is the legal counsel to Jack in the Box.
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Net earnings attributable to the financial adviser rose to $109.9 million in the quarter ended May 31 from $98 million a year earlier.
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"Like Lisa said today, this is a good deal," said Stephen Spencer, a financial adviser to Prepa's bondholders, who monitored the hearing Tuesday.
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Self-made millionaire and financial adviser David Bach tells CNBC Make It that he recommends having a down payment of at least 10%.
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The idea here is that a financial adviser cannot possibly identify the numerous tax loss harvesting opportunities that are available in multiple portfolios.
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It was written by Moelis & Company, as financial adviser to some Fannie and Freddie stockholders, including Paulson & Co. and Blackstone GSO Capital Partners.
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Even if some financial experts might be able to recognize stock market bubbles, you and your financial adviser probably aren't in this group.
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Roger Young, senior financial planner at T. Rowe Price, says he occasionally saw that problem in his prior job as a financial adviser.
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The developer in December had said financial adviser FTI Consulting had found 30.8 billion yuan in misclassified outstanding loan liabilities for 2012-2014.
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Tenet said it hired Goldman Sachs & Co LLC as its financial adviser and Kirkland & Ellis LLP as legal adviser for Conifer's proposed sale.
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O has hired financial adviser Qatalyst Partners to explore strategic alternatives, including a sale, Bloomberg reported, citing people with knowledge of the matter.
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For the most part, though, "family formation is the key to creating wealth," said RBC Wealth Management financial adviser Darla Kashian of Minneapolis.
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Credit Suisse is the financial adviser to Ply Gem, while Debevoise & Plimpton is providing legal counsel to Ply Gem and to CD&R.
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Perella Weinberg Partners LP was acting as financial adviser and Pepper Hamilton LLP as legal counsel to GameStop for the Spring Mobile deal.
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In a statement to the Singapore exchange late on Thursday, GLP said it had appointed JPMorgan as its financial adviser to assist it.
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We recommend scheduling a few additional meetings with your financial adviser to conduct this analysis and ensure no glaring mistakes are going unnoticed.
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PJT Partners is the company's financial adviser and Weil, Gotshal & Manges LLP is the legal counsel, while Alvarez & Marsal is the restructuring adviser.
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TD Securities acted as exclusive financial adviser and Paul, Weiss, Rifkind, Wharton & Garrison LLP and Dentons Canada LLP provided legal advice, Shaw said.
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Tonight's highlights include fights against the financial adviser rule and the Trans-Pacific Partnership, an international tax showdown and a credit for caring.
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Financial adviser Walter Russell of Russell & Company says ballooning credit card balances mean your wealth cannot possibly be accelerating the way you want.
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Wells Fargo Securities LLC is the U.S. company's financial adviser for the deal, while Barclays and BDT & Co LLC are advising JAB Beech.
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I have never worked with a financial adviser before, but after hearing her experience, I can't get the idea out of my head.
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Acosta was explaining to Republican members of a House appropriations subcommittee why he decided to implement a controversial Obama-era financial adviser rule.
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Barclays was G-III's financial adviser on the transaction, and Norton Rose Fulbright U.S. and Simpson Thacher and Bartlett were its legal advisers.
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Rep. Buddy Carter (R-Ga.) probed President Obama's regulatory chief for information on the Department of Labor's controversial financial adviser rule on Tuesday.
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Over the years, though, with the support of our financially savvy friends and a great financial adviser, we've made our spending differences work.
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If financial planning isn't a benefit offered by your job, you can still hire a financial adviser to help you grow your money.
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It turns out that the job of a real financial adviser involves helping people make important decisions in the face of irreducible uncertainty.
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When we work with a financial adviser, our rules for handling financial risk often appear in the form of an investment policy statement.
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You can talk to a financial adviser who will help you make the investment, or you can invest directly on the plan's website.
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You can find disability insurance through your insurance agent or financial adviser, an online search tool like Policygenius, or directly through some insurers.
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Centerview Partners is serving as exclusive financial adviser to Henry Schein, and Cleary Gottlieb and Proskauer Rose are serving as its legal advisers.
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J.P. Morgan Securities, LLC is serving as exclusive financial adviser to Vets First Choice and Morgan Lewis is serving as its legal adviser.
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"He sang for every president from Truman on," said Mr. Tucker, 212, an executive financial adviser at JPMorgan Chase, who lives in Manhattan.
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Just months after Joel Thurtell lost his wife to Alzheimer's about two years ago, he received a pitch from a TIAA financial adviser.
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Ballentine's father is a salesman for a home improvement firm, and Navarro Simmons, 40, is a financial adviser who recently took up bodybuilding.
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" Mr. Markley, a financial adviser, said he wasn't sure whether the tariffs were the right response, but added, "Something needed to be done.
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The alliance is talking about private supplements to Social Security, bought with the counsel of a financial adviser, perhaps from an alliance member.
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She forged financial statements, and created a fake accountant and a phony financial adviser with emails that linked back to her, prosecutors said.
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Wealth Matters When a financial adviser leaves a firm, clients often get caught in the middle of what amounts to a messy divorce.
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After attaining a couple of postgraduate degrees in business, I landed a job as a financial adviser at a major bank in Toronto.
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His uncle, a longtime financial adviser, was D'Annunzio's introduction to the industry and inspired him to major in finance and enter the field.
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Qatalyst Partners is acting as financial adviser to Imperva, based in Redwood Shores, California, and Fenwick & West LLP is serving as legal adviser.
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Petrie Partners Securities LLC acted as financial adviser to Noble Energy, while Skadden, Arps, Slate, Meagher & Flom, LLP was the company's legal adviser.
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Dennis S. Hersch, a former L Brands board member and a financial adviser to the Wexners, was a longtime partner at Davis Polk.
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You know, I've been very interested in having a digital platform outside the U.S., rather than trying to rebuild massive financial adviser networks.
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Gary Schatsky, a financial adviser based in New York City, is sticking with short-term municipal bonds maturing in three years or less.
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Talk to a financial adviser about your long term goals and how selling your house and buying a new one could impact them.
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While certain types of transaction fees may move downward, it's short-sighted to discount the value a financial adviser brings to a client.
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Even if you're well-versed in finance, it's still important have an experienced family law attorney and a financial adviser on your team.
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Citigroup Global Markets Inc is the financial adviser to Diamondback, while J.P. Morgan Securities and Tudor, Pickering, Holt are financial advisers to Energen.
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SWCC sent out another invitation for bids around the same time, seeking a financial adviser for the building of two other water plants.
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While certain types of transaction fees may move downward, it&aposs shortsighted to discount the value a financial adviser brings to a client.
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Net earnings attributable to the financial adviser rose to $109.9 million in the quarter ended May 31, from $98 million a year earlier.
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The Italian energy group was assisted by HSBC as financial adviser, DLA Piper as legal adviser and Ernst & Young as accounting and tax adviser.
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Guo and her family were introduced to Singer in 2017 by a financial adviser based in Los Angeles, where Guo was attending high school.
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"It is almost impossible to send the full (settlement) amount from mainland China," said Felix Su, financial adviser at foreign exchange firm KVB Kunlun.
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J.P. Morgan Securities LLC was the exclusive financial adviser to Attunity, while Goldfarb Seligman & Co and Davis Polk & Wardwell LLP were its legal advisers.
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She tracked him down, befriended him and within a few months became his financial adviser, with control over his remaining money and his home.
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Moore said her brother, a father of three who worked as a financial adviser, was a fun-loving, hard-working man, the paper said.
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Rothschild Inc is acting as financial adviser to SunOpta and Davies Ward Phillips & Vineberg LLP and Stoel Rives are acting as its legal advisers.
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The writer is president of Fiscal Strategies Group and has worked as a financial adviser to city and state governments for over 30 years.
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Merck's financial adviser JPMorgan has invited bids for the business, which is valued at about 4 billion euros ($4.8 billion), ahead of a Dec.
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"Investors who have stayed are now trapped and we don't know for how long," notes Patrick Connolly of Chase de Vere, a financial adviser.
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Guggenheim Securities and Goldman Sachs acted as financial advisers to Intelsat, while PJT Partners was lead financial adviser to OneWeb and also advised SoftBank.
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Citigroup Global Markets Inc served as the financial adviser to Brookfield and GIC, while Bank of America/Merrill Lynch and Morgan Stanley advised Genesee.
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But Mallouk said his firm, ranked the No.1 independent financial adviser by Barron's, has been telling its clients to avoid chasing yield stocks.
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What happened: Four Power 5 assistant coaches, two former Adidas employees, one wannabe agent, one financial adviser and one former NBA referee were convicted.
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KKR said it was financing the offer primarily from its European Fund V. JPMorgan is acting as financial adviser, while UniCredit is providing financing.
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In October, CNBC reported that Mellanox had hired a financial adviser to explore a sale after receiving takeover interest from at least two companies.
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Scientific Games had Deutsche Bank Securities as its financial adviser and Cravath, Swaine & Moore LLP, McMillan LLP and Appleby (Guernsey) LLP as legal advisers.
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The champion athlete said he just met with his financial adviser last week and is ready to "kind of dabble" with different investment opportunities.
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He doesn't even have to worry about his own money because he can afford to have a financial adviser managing all of his investments.
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AT&T has hired a financial adviser to manage the sale process, the sources said, cautioning that it is possible no deal will materialize.
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The bank said it was implementing a restructuring plan and had retained Lazard Frères as financial adviser and White & Case LLP as legal adviser.
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The company, which also expects third-quarter comparable sales to decline 4 percent, retained UBS as its financial adviser to assist in the process.
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But the experience presents an interesting conundrum for people seeking advice: how best to determine if a financial adviser is qualified for the job.
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Shortly after selling that company, he bought the financial adviser he had worked with, increasing it in size to $325 million from $40 million.
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In October CNBC reported that Mellanox has hired a financial adviser to explore a sale after receiving takeover interest from at least two companies.
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Robey Warshaw and Bank of America Merrill Lynch were Reckitt's lead financial advisers, while Deutsche Bank was a financial adviser, corporate broker and sponsor.
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My job as a financial adviser definitely fits with this "habit" and is probably why I ended up in this field to begin with.
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Morgan Stanley was financial adviser to Ingram Micro, while China International Capital Corp Ltd and Bravia Capital were lead financial advisers for HNA Group.
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"These are investors who have already done very well and I take a kind of financial adviser Hippocratic Oath: Do no harm," says Levine.
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Just like your spouse, you should go into any meeting or conversation with a financial adviser or financial planner with complete openness and honesty.
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BofA Merrill Lynch and Greenhill & Co. are acting as financial advisers to Total System, while Financial Technology Partners is the financial adviser to Cayan.
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Goldman Sachs, Nordea Bank, BofA Merrill Lunch and Carnegie were named as joint bookrunners to the issue, with Sundling Warn Partners as financial adviser.
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The company, which has a market cap of about $29 million, said on Wednesday it has retained B. Riley & Co as its financial adviser.
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But in a July filing with the court, Horsehead's financial adviser said the company's assets were worth an estimated $280 million to $375 million.
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Once your financial adviser affirms that you're on the right track for a financially stable future, you can shift to an 80/20 contribution.
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The consortium said it plans to fund the transaction with a combination of debt and equity capital with Goldman Sachs as its financial adviser.
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High-net worth families could also consider zero-coupon municipal bonds, said Jonathan Swanburg, a financial adviser for Tri-Star Group in Houston, Texas.
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Mr. Bilkie, a financial adviser in Michigan, calculated that over three years, he paid at least $350,000 for unreimbursed inpatient care for his daughter.
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More specifically, your financial adviser should commit in writing to act as a fee-only fiduciary adviser in all of her dealings with you.
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Joseph went on Facebook Live yesterday and for 22 minutes rambled and ranted about his brother's relationship with a financial adviser named Greer Love.
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She even made up a fictional accountant and a fake financial adviser with email addresses that were traced back to Ms. Sorokin, prosecutors said.
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Citigroup Global Markets Inc served as the financial adviser to Brookfield and GIC, while BofA Merrill Lynch and Morgan Stanley & Co LLC advised Genesee.
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"I always wanted that section of Whitestone and when it became available it was a no-brainer," said Mr. Tsamutalis, 45, a financial adviser.
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He worked at the bank as a financial adviser until 2013, when he said he resigned to work for a health technology start-up.
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Karner Blue funds can cost even more, though the exact amount depends on how much you invest and whether you're using a financial adviser.
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Mr. Randolph went to Silicon Valley in the 1980s after growing up in Chappaqua, N.Y. His father was a nuclear engineer turned financial adviser.
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During that time, she suggests creating what she calls a brain trust of professionals, such as a financial adviser, an accountant and a lawyer.
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When managing your own finances is no longer a wise or viable option, it's time to seek the help of a professional financial adviser.
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Financial adviser Rothschild & Co has the mandate to look for a partner on Friday, according the report, without saying how it obtained the information.
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Financial adviser Rothschild & Co has the mandate to look for a partner on Friday, according the report, without saying how it obtained the information.
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Hussam A. al-Saleh, a financial adviser based in Riyadh, predicted last month that most of his Saudi clients would wind up buying shares.
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Even when I worked as a financial adviser I didn&apost know quite how much I was paying in fees on my 401(k).
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Though he&aposd never consulted with anyone about his money before, Friedman decided to hire a financial adviser named Carl about a year ago.
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"If a 529 goes down and you owe tuition on September 1, that's when you have to pay," said Minneapolis financial adviser Gary Greenberg.
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