Search for: "American Mutual Fund"
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31 May 2024, 11:49 am
Mutual Fund Overcharges June 1, 2022: FINRA reaches a settlement with Merrill Lynch regarding mutual fund sales. [read post]
29 May 2024, 8:43 am
However, guaranty funds only cover insurers who are admitted to that state. [read post]
24 May 2024, 4:00 am
” Disqualifying financial interests are defined to exclude shares in mutual funds, an office in an educational, religious, fraternal, or civic organization, or ownership of government securities. [read post]
17 May 2024, 3:00 am
Troy Nehls may have misused campaign funds for personal purposes. [read post]
16 May 2024, 9:01 pm
More than half of American households, representing more than 115 million individual investors, own registered funds. [read post]
15 May 2024, 2:42 pm
Some of the documents you will use to report investment income generated at US banks include: 1099-INT: Reports interest income earned on US investments like bank accounts or bonds 1099-DIV: Reports dividend income earned on US stocks or mutual funds, is issued by the payer (a freelancing platform, bank, brokerage firm), and establishes your total taxable income for US tax purposes 1099-B: Reports capital gains and losses, or proceeds from broker and barter exchange… [read post]
13 May 2024, 10:18 am
They include: Bank accounts Investment accounts Savings accounts Securities accounts Mutual funds Trusts Retirement plans Business and corporate accounts Life insurance policies As with any tax form or issue, there are exceptions and limitations. [read post]
8 May 2024, 7:20 pm
Reportedly, FINRA fined Oppenheimer $1.575 million and required restitution to be paid: $703,122 to the arbitration claimants and $1,142,619 to its mutual fund customers. [read post]
7 May 2024, 7:35 am
Advisor Group was originally owned by insurer American International Group, Inc, which sold it to Lightyear Capital in 2016. [read post]
6 May 2024, 6:45 am
Bollinger’s office also launched countless smaller projects with discretionary funds. [read post]
1 May 2024, 9:59 pm
Since IGRA was passed, the law has been a mutually beneficial source of economic development both in and out of Indian Country. [read post]
27 Apr 2024, 10:50 am
Intractable leaders, divestment, or mutual destruction won’t fix this conflict. [read post]
18 Apr 2024, 9:01 pm
One of the hallmarks of PCCE is that it brings together academics, regulators, and industry professionals, and allows us to have candid conversations about corporate misconduct and the ways in which we can all work together to improve compliance. [read post]
6 Apr 2024, 4:35 am
These updates include: allowing 403(b) plans to participate in multiple employer plans and pooled employer plans; getting rid of the unified plan rule (also referred to as the “one bad apple rule”) for multiple employer 403(b) plans so that violations by one employer do not affect the tax-qualified status of other employers who remain compliant; permitting 403(b) plan investments (which have traditionally been limited to annuity contracts and publicly traded… [read post]
22 Mar 2024, 10:48 am
Per FinCEN, you must report foreign bank accounts, stocks or securities held at foreign financial institutions, foreign mutual funds, accounts at a foreign branch of an American bank, foreign annuity contracts, and foreign life insurance. [read post]
20 Mar 2024, 5:10 am
And again, the two things aren’t mutually exclusive. [read post]
13 Mar 2024, 7:45 am
Surprise, surprise, that probably won’t work, whereas if you sit down at the table and mutually decide, here’s what we should do together, that tends to work better. [read post]
10 Mar 2024, 8:42 am
Pix credit here In late January the African Union (AU) Peace and Security Council adopted the ‘Common African Position on the Application of International Law to the Use of Information and Communication Technologies in Cyberspace’ the Communique of which I discussed here (Communiqué: African Union Peace & Security Council adopting the Common African Position on the Application of International Law to the Use of Information and Communication Technologies in… [read post]
4 Mar 2024, 4:49 pm
Repair and rebuilding American infrastructure waited a long time until Biden won the funding for it and he’s been pushing to get those projects started so people could get back to work in the construction industry. [read post]
4 Mar 2024, 5:56 am
In exchange, the Marshall Islands receives U.S. economic assistance that is essential for funding healthcare, education, and other government services, and ensures that the strategic bilateral relationship remains mutually beneficial. [read post]
