Search for: "Annuity Fund "
Results 601 - 620
of 2,881
Sort by Relevance
|
Sort by Date
23 Jan 2019, 12:33 pm
One characteristic of a variable annuity policy is that you get to choose a fund to invest in, much like you would with a mutual fund. [read post]
21 Jan 2019, 1:09 pm
Variable Annuity Fraud At Shepherd Smith Edwards and Kantas, LLP (SSEK Law Firm), our variable annuity investor lawyers are here to work with investors that have unnecessarily lost funds due to variable annuity fraud or because of inappropriate VA recommendations that were made to them by a financial representative and/or broker-dealer. [read post]
17 Jan 2019, 3:45 pm
The judge usually approves it and signs the final documents and the insurance company funds the settlement. [read post]
17 Jan 2019, 1:11 pm
Previous allegations against Royal Alliance have been numerous, including inadequate supervision including such that broker fraud occurred, inadequate policies, procedures, and training related to variable annuities, disadvantaging certain mutual fund customers by not applying sales charge waivers when applicable, inaccurate accounting of investment advisory fees, municipal bond markups, and other claims. [read post]
15 Jan 2019, 4:00 am
Now is the time where predictions are being made on television and radio on whether or not we will see a “bull market” or a “bear market” in 2019. [read post]
14 Jan 2019, 2:00 am
Great-West Life & Annuity Ins. [read post]
9 Jan 2019, 10:28 am
According to Investment News, there are four primary components in a process that will be expedited by technology: applications, signatures, fund settlement and transaction paperwork between insurers. [read post]
4 Jan 2019, 8:30 am
The customer also alleged that being invested in 100% high yield bond funds does not match her risk tolerance. [read post]
4 Jan 2019, 4:03 am
Alan Rosca, of the Goldman Scarlato & Penny PC law firm, is investigating activity related to Jerry Simpson’s alleged theft of client funds. [read post]
3 Jan 2019, 11:33 am
Variable Annuity Fraud and Senior Investors Our senior investor fraud lawyers are experienced in working with older investors and their families. [read post]
2 Jan 2019, 11:49 am
Morante represents insurance and reinsurance companies, captive insurers, insurance wholesalers, insurance agents/brokers, financial institutions, and funds and fund managers. [read post]
2 Jan 2019, 9:04 am
Annuities, mutual funds, and alternative investments such as non-traded REITs and oil and gas LPs can all carry high commissions and fees. [read post]
28 Dec 2018, 10:12 am
Start a “rainy day” fund in case of emergencies. [read post]
19 Dec 2018, 12:42 pm
When advisors convert or misappropriate funds they often created businesses or other vehicles to serve as a cover for the theft of funds. [read post]
19 Dec 2018, 12:40 pm
The remaining investments were in a numerous annuities, non-traded real estate investment trusts (Non-Traded REITs), private placements, equipment leasing, and oil and gas private placement programs. [read post]
19 Dec 2018, 9:53 am
The claimant had settled with his employer’s insurance carrier and agreed that the carrier could make a qualified assignment of its obligation to another carrier, which funded its future obligation by purchasing an annuity. [read post]
18 Dec 2018, 2:25 pm
Mutual funds and annuities generally should not frequently be switched for other mutual funds and annuities. [read post]
16 Dec 2018, 12:17 pm
The preamble to the proposed regulations clarify that an entity would not be “managed by” another entity solely because the first-mentioned entity invests all or a portion of its assets in such other entity, and such other entity is a mutual fund, an exchange traded fund, or a collective investment entity that is widely held and is subject to investor-protection regulation. [read post]
14 Dec 2018, 10:56 am
Some representatives reportedly concealed the source of funds used to purchase new variable annuities that may have resulted in unfavorable tax consequences. [read post]
14 Dec 2018, 2:00 am
Stay informed about the changing annuity marketplace. [read post]
