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19 Nov 2023, 9:01 pm
However, the Proposal would eliminate the ability of investment advice fiduciaries to rely on several of these exemptions (for example, aspects of PTEs 75-1 (certain securities transactions), 77-4 (affiliated mutual funds), 86-128 (affiliated brokerage; agency cross transactions), and much of 84-24 (insurance products and mutual funds)). [read post]
9 Nov 2023, 6:30 am
Yet such funds “evolved,” Connolly deftly shows, into longstanding economic and fiscal relationships between “sovereignties of sharply unequal power. [read post]
7 Nov 2023, 7:56 am
Types Of Churning Brokers may churn annuities, mutual funds, stocks and bonds, and even life insurance policies. [read post]
6 Nov 2023, 1:50 pm
Third, that person is very likely using the trust to get a foot in your door to market annuities or other insurance products to you. [read post]
1 Nov 2023, 5:00 pm
However, Regulation Best Interest does not cover advice to workplace retirement plans or their representatives, the Model Regulation does not apply to contracts used to fund ERISA plans, and certain investment assets are not covered by either regulation. [read post]
30 Oct 2023, 2:24 am
Allegations include “unsuitable and concentration of annuities,” and “the purchase of a private placement was made without complainant’s approval, and “inadequate due diligence” among others. [read post]
25 Oct 2023, 10:00 am
For trusts to function properly, they must be funded. [read post]
23 Oct 2023, 10:00 pm
You create a GRAT and then fund it with accounts and property, such as those that are expected to appreciate in value over the GRAT’s term. [read post]
18 Oct 2023, 7:43 am
In June 2016, Couture purportedly liquidated one client’s variable annuities to fund withdrawals by another client. [read post]
17 Oct 2023, 6:55 am
He sent a considerable amount of these funds to offshore accounts. [read post]
12 Oct 2023, 4:30 pm
Having emergency funds or insurance can provide more financial security. [read post]
12 Oct 2023, 7:33 am
This includes everything from 401ks, to IRAs, annuities, and pension plans. [read post]
11 Oct 2023, 9:25 am
Pro tip: Many investments that are tax-free in Canada are taxable in the US, such as Registered Retirement Savings Plans, Tax-Free Savings Accounts, and Canadian-based mutual funds. [read post]
10 Oct 2023, 9:01 pm
Although better than the proposed rule,[1] the final beneficial ownership reporting rule continues to rest on flawed economics. [read post]
5 Oct 2023, 2:05 pm
The funds then go to your contingent beneficiary. [read post]
28 Sep 2023, 7:42 pm
Structured settlements pay benefits over time through an annuity funded by the insurer. [read post]
25 Sep 2023, 7:36 am
This account grows with interest over time, and employees receive the accumulated balance as a lump sum or an annuity upon retirement. [read post]
19 Sep 2023, 10:00 am
Grantor Retained Annuity Trust (GRAT). [read post]
9 Sep 2023, 9:03 am
Chapter 5.2 does of course not call it “Fee increase”; it rather proposes a “Linear progression of IRF annuities”. [read post]
8 Sep 2023, 12:51 pm
These measures led to a decrease in variable annuity exchanges to $838 million in 2019. [read post]
