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14 Feb 2018, 2:57 pm
. ___ (2017), that the SEC’s ability to recover funds through disgorgement is subject to a five-year statute of limitations. [read post]
14 Feb 2018, 3:00 am
If you decide to purchase a product (insurance, annuity, or a non-traded REIT/BDC/closed-fund) ask how much the advisor makes from the sale. [read post]
13 Feb 2018, 9:39 am
Call 512-454-4000 The original aims of the company were to provide relief in sickness and accident for people of “meager means,” pensions for aging workers, and burial funds for children and adults. [read post]
13 Feb 2018, 4:16 am
Health & Welfare, Annuity & Pension Funds v D’Arcangelo & Co., LLP, 124 AD3d 1358, 1360 [4th Dept 2015]; Dischiavi v Calli [appeal No. 2], 68 AD3d 1691, 1693 [4th Dept 2009]; TVGA Eng’g, Surveying, P.C. v Gallick [appeal No. 2], 45 AD3d 1252, 1256 [4th Dept 2007]). [read post]
10 Feb 2018, 12:00 am
This is even further exacerbated by the sell‑off of an exchange trade fund that was betting on the stability of the market. [read post]
7 Feb 2018, 9:50 am
Despite the best of intentions, not completing the necessary steps, like failing to rename accounts or fund accounts, can derail even the best estate plan. [read post]
7 Feb 2018, 9:50 am
Despite the best of intentions, not completing the necessary steps, like failing to rename accounts or fund accounts, can derail even the best estate plan. [read post]
6 Feb 2018, 6:58 pm
The trust fund balance is expected to reach $909 billion by the end of FY2018. [read post]
6 Feb 2018, 8:02 am
A UIT is a type of fund that is a mix between an actively managed fund and a fixed portfolio of income-producing securities that is purchased and held to maturity. [read post]
6 Feb 2018, 3:03 am
PBGC is a federal agency that administers payments from failed private-sector defined benefit (DB) plans through collection of insurance premiums from employer plan sponsors, investment proceeds, and funds from the pension plans it takes over. [read post]
6 Feb 2018, 3:03 am
PBGC is a federal agency that administers payments from failed private-sector defined benefit (DB) plans through collection of insurance premiums from employer plan sponsors, investment proceeds, and funds from the pension plans it takes over. [read post]
29 Jan 2018, 10:53 am
In the case of an equity fund that invests in real estate partnerships, an election out of the business interest limitations would only be applicable with respect to interest on indebtedness incurred by the equity fund itself, such as bridge financing to meet operating-tier capital contribution obligations prior to the receipt of corresponding capital contributions from investors in the fund. [read post]
27 Jan 2018, 12:00 am
Discount brokers will tell you that they don’t work on commission, but that may not be the end of the story. [read post]
26 Jan 2018, 5:50 am
In addition, the firm failed to establish, maintain, and enforce WSPs or provide sufficient guidance or training to representatives and principals regarding the sale of long-term income riders with multishare class variable annuities, particularly the combination of L-share contracts with longterm income riders. [read post]
21 Jan 2018, 3:59 pm
When insurance companies take in premiums from healthy insureds that money and other funds held in reserve are used to pay out claims. [read post]
20 Jan 2018, 12:00 am
We might take a second bite at the apple and try to save some more funds. [read post]
17 Jan 2018, 6:21 am
In addition to the bar Royster has been subject to two customer complaints concerning his variable annuity sales practices. [read post]
4 Jan 2018, 8:51 am
In New Brunswick, on November 9, 2017, the government tabled three pieces of legislation (Cannabis Control Act, Cannabis Management Corporation Act and Cannabis Education and Awareness Fund Act) with amendments to other laws to regulate the sale, possession and use of cannabis in that province. [read post]
27 Dec 2017, 7:55 am
” According to Woodbridge’s website, the group, Woodbridge Wealth, sells three types of investments: first position commercial mortgages with an annual yield of 5%, secondary market annuities with above average, risk adjusted yields, and a commercial bridge loan fund that potentially returns 6%. [read post]
23 Dec 2017, 12:00 am
Those people who set regular annuity payments or structured payments over their life expectancy, they’re not going to get charged the 10 percent penalty. [read post]
