Two years ago, council members increased the size of the discretionary accounts
- spent on items such fireworks displays, scholarships and anti-gang programs - from $20,000 a year to $270,000.
as a senior managing director and portfolio manager for two proprietary and other discretionary accounts
Argyle manages approximately US$800 million of assets including equity and debt instruments as well as real estate investments under ASM, Asia Recovery Fund (ARF), ASM Hudson River Fund (HRF), certain property fund and discretionary accounts
When the agency finalized the so-called "broker dealer" rule in 2005, it defined all discretionary accounts
as advisory accounts (not just those that are fee-based), it defined financial planning as an investment advisory service, and it strengthened the disclosure required on fee-based accounts.
allow the broker to make trades in a customer's account without obtaining prior approval.
The data cover contracts held by 126 investment advisory companies authorized to not only advise investors but also manage their assets in discretionary accounts
The fund said authorities should seek to contain spending by restricting the use of the ministerial discretionary accounts
and containing wage increases, moves which would free up funds for spending on education, health, justice and security;
Investment management for private banking customers usually consists of either discretionary accounts
in which portfolio managers make the investment decisions based on recommendations from the bank's investment research resources or nondiscretionary accounts in which customers make their own investment decisions.
He proposes various revenue and entitlement offsets and in addition, would use his Social Security framework to add $30 to $40 billion annually to discretionary accounts
starting in 2001.
That agreement does nothing to protect domestic discretionary accounts
or to contain entitlement spending, and the tax cuts it assumes lead to ballooning revenue losses after 2002.
2 million into your personal accounts or discretionary accounts
, don't you believe you'd be aware of it?
Colonial First State Custom Solutions general manager Chris Stevens said that CFS previously operated Managed Discretionary Accounts
and Individually Managed Accounts for dealer group clients, however this was the first SMA launched by the group.