Search for: "Investment of Trust Funds"
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1 Jul 2009, 12:53 pm
As the housing market unraveled in late 2007 and defaults on mortgages began to skyrocket, the value of those investments plummeted leading to losses in the investment funds. [read post]
20 Feb 2009, 9:18 am
Two Wachovia units have agreed to fines totaling over $4.5 million for violations related to the sales of unit investment trusts and mutual funds. [read post]
9 Jan 2017, 9:01 pm
That’s decidedly not a blind trust. [read post]
24 Jan 2022, 2:38 pm
Compared to traditional investments, such as stocks, bonds and mutual funds, non-traded REITs are more complex and are better suited for investors that can afford to risk the total losses of their investment. [read post]
19 Dec 2013, 5:22 pm
“Three federal financial institution regulatory agencies today issued a FAQ (Frequently Asked Questions) document to provide clarification and guidance to banking entities regarding investments in “Covered Funds” and whether collateralized debt obligations backed by trust preferred securities (TruPS CDOs) could be determined to be Covered Funds under the final rules to implement section 619 of the Dodd-Frank Wall Street Reform and Consumer… [read post]
24 Feb 2017, 3:00 am
Are you invested in any Target Retirement Funds? [read post]
17 Jun 2011, 12:27 am
The task of funding that trust still remains. [read post]
18 Oct 2008, 10:22 am
The best way to prevent this issue is to make sure that all real estate is transferred by a new deed to the trustee of the trust, make sure all checking/savings/regular investment accounts are changed from individual accounts to trust accounts, and that proper beneficiary designations are made on assets such as life insurance, 401(k) accounts, IRA's and similar assets with designated beneficiaries. [read post]
14 Dec 2008, 3:28 am
If you're going to put millions into a single fund, you're trusting the fund manager not only to make good investment decisions, but also not to steal your money. [read post]
12 Oct 2012, 12:32 am
The Japanese FSA decided to issue business suspension orders to a trust bank and fund advisory, due to failure to perform obligation in fund management - On 12 October 2012, Nikkei Newspaper reported that the FSA is going to issue business suspension orders to United Investment Trust Investment Advisory and Stutz Investment Management who were entrusted to manage funds from Nagano Prefecture Construction Industry Pension… [read post]
1 Jan 2018, 5:54 am
Inland Private Capital Corporation operates as a real estate investment trust. [read post]
15 Jun 2017, 8:24 am
Recovery of Investment losses in American Finance Trust Have you suffered investment losses in American Finance Trust (AFT)? [read post]
30 May 2024, 1:27 pm
Here is the unedited announcement: KKR, a leading global investment firm, today announced that a fund managed by KKR has entered into an agreement to acquire a majority stake in Agiloft (“the Company”), a trusted global leader in data-first contract lifecycle management (“CLM”). [read post]
5 Jul 2011, 12:14 pm
The investment company initial and renewal notice filing fee under Section 18(b)(2) of the Securities Act of 1933 was changed from a flat $2,000 trust level filing fee to a reduced $1,725 trust level filing fee plus $275 for each series, fund or portfolio, effective July 1, 2011. [read post]
15 Nov 2011, 7:47 am
FINRA ordered Chase Investment Services Corporation to reimburse customers more than $1.9 million for losses incurred from recommending unsuitable sales of unit investment trusts (UITs) and floating rate loan funds. [read post]
17 Jul 2012, 11:27 am
I have explained why trusts need to be funded in order to avoid probate in the previous two posts. [read post]
12 Jun 2010, 12:03 pm
Vaughan reports that the House might be voting on a bill that would fund non-estate tax reforms through restrictions on grantor retained annuity trusts: A bill to eliminate capital-gains taxes on many investments in small businesses could come to the House floor as early as Thursday. [read post]
13 Sep 2012, 9:30 pm
However, these investments are inherently risky and illiquid, which limits access of funds to investors. [read post]
13 Sep 2012, 9:30 pm
However, these investments are inherently risky and illiquid, which limits access of funds to investors. [read post]
25 Mar 2015, 6:23 am
The fund describes its investment strategy as investing primarily in securities of energy-related U.S. royalty trusts, Canadian royalty trusts, and Canadian exploration and production (E&P), E&P master limited partnerships (MLPs), and securities of other companies in the same businesses as Energy Trusts and MLPs engage. [read post]
