A Quote by Tom Perez
We're trying to make sure that financial advisers act like lawyers and doctors. When you go to a lawyer or doctor, they have an obligation to put your best interests first. Financial advisers don't.
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The industry financial advisers, on average about 85% male, tends to be a more mature financial adviser - so I think in their 50s, really. For so many companies, in their 60s. In fact, there is one company that was telling me they had more financial advisers over the age of 80 than under the age of 30.
Massachusetts has prohibited most financial advisers from using titles like 'certified senior adviser,' and some of the largest insurers, including MetLife and Genworth Financial, have similar rules.
So the misplaced assumption is that we have this whole new institutional element where these [financial] institutions are looking after their own financial interests before the financial interests of the principals, princi-pals whose interests they are really bound to observe first.
The richer you are and the more financial advisers you employ, the less likelihood there is that you can ever discover what you are really worth.
The best doctor, if you're sick, may not be the one that shares your faith. We found that out to be true at Liberty with the years of struggles with the accountants and lawyers we brought in and the financial management.
It is the lawyers who run our civilization for us -- our governments, our business, our private lives. Most legislators are lawyers; they make our laws. Most presidents, governors, commissioners, along with their advisers and brain-trusters are lawyers; they administer our laws. All the judges are lawyers; they interpret and enforce our laws. There is no separation of powers where the lawyers are concerned. There is only a concentration of all government power -- in the lawyers.
I don't have all these advisers, political advisers. I don't even talk to them because I'm not a slave to a campaign manager, and Trump isn't either.
Some financial advisers say anyone who may move in less than seven years should not take out a reverse mortgage.
Everyone has taste, yet it is more of a taboo subject than sex or money. The reason for this is simple: claims about your attitudes to or achievements in the carnal and financial arenas can be disputed only by your lover and your financial advisers, whereas by making statements about your taste you expose body and soul to terrible scrutiny. Taste is a merciless betrayer of social and cultural attitudes. Thus, while anybody will tell you as much (and perhaps more than) you want to know about their triumphs in bed and at the bank, it is taste that gets people's nerves tingling.
Rick Perry, started out like a ball of fire from Texas and then he started to drop and now he's retooling. He's adding advisers to his campaign team. This guy had advisers? Really?
Country is run by... financial powers & corporate interests [who] send their lawyers to Congress to make laws so that they don't have to pay taxes
A vast industry of stockbrokers, financial planners, and investment advisers skims a fortune for themselves off the top in exchange for passing their clients' money on to people who, as a whole, cannot possibly outperform the market.
At 19 I was lucky enough to start making money from my music career, and when I was in my early twenties I trusted financial experts and advisers to guide me with how I invested money.
Facts are that the financial advisers on Wall Street today or anywhere depending on which firm, what point in time - 85 to 88 percent male, and that is part of why investing for women they tell us feels unapproachable because they don't see people who look like them.
I think when you're trying to get a film together that's had a long gustation process before I came on board and was trying to get financed in various stages, sometimes you're trying to make it more friendly to the financial interests or the commercial interests of various parties.
With Congress and the S.E.C. so heavily peopled by lawyers, and with lawyers having been so heavily involved in drafting financial disclosure documents now seen as bogus, there was a new "lawyer" joke every week. One such was: "The butcher says 'the reputation of lawyers has fallen dramatically', and the check-out clerk replies: "How do you fall dramatically off a pancake?
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