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In most cases, these investments pay larger commissions than traditional securities like stocks, bonds, and mutual funds. [read post]
17 Feb 2013, 2:26 pm by Bill Stalter
” Those comments suggest that trusting funds and investing funds are somehow mutually exclusive. [read post]
10 Feb 2008, 9:45 pm
Mary Minow:  Tell us how the idea for the National Center for Learning Science and Technology Trust Fund (formerly known as the Digital Opportuntiy Investment Trust, or DO IT) began. [read post]
28 Aug 2012, 7:16 am by ekrause
It’s been a rocky road of financial trouble for several Behringer Havard non-traded real estate investment trusts (REITs). [read post]
30 Nov 2015, 7:30 am by Anthony Moccia
Fortunately, almost any type of assets can be used to fund your trust, including cash, investment accounts, and securities as well as real property, life insurance policies, and even collections of art, coins, or other collectibles. [read post]
25 Oct 2023, 12:36 pm by jeffreynewmanadmin
The Securities and Exchange Commission charged BlackRock Advisors, LLC, an investment adviser, for failing to accurately describe investments in the entertainment industry that comprised a significant portion of a publicly traded fund it advised. [read post]
16 Feb 2012, 3:27 am
To see which funds are buying and selling the counter, visit Moneyweb's Unit Trust Portfolio Tool. [read post]
4 Apr 2008, 5:15 am
  Most SWFs can be classified as either commodity or non-commodity funds with the key difference being their asset liability structure. [read post]
24 Apr 2020, 7:52 am by Renae Lloyd
BlackRock Energy & Resources Trust (BRG) Securities Investigation Have you suffered losses investing in BlackRock Energy & Resources Trust? [read post]
5 Mar 2012, 11:42 am by D. Daxton White
The White Law Group is investigating Chase Investment Services Corporation’s sales practices involving unit investment trusts (UITs) and floating rate loan funds. [read post]
5 Mar 2012, 11:42 am by D. Daxton White
The White Law Group is investigating Chase Investment Services Corporation’s sales practices involving unit investment trusts (UITs) and floating rate loan funds. [read post]
21 Sep 2017, 1:33 pm by Alexander J. Davie
Qualified purchasers include 1) individuals or family-owned businesses that own $5 million or more in investments, 2) a trust sponsored and managed by qualified purchasers, 3) a person, acting for his own account or the account of someone else, that owns and invests at least $25,000,000 in investments, and 4) any entity exclusively owned by qualified purchasers. [read post]
25 Mar 2020, 10:07 am by Renae Lloyd
Shares of mortgage real-estate investment trusts declined sharply last Wednesday, according to the Wall Street Journal, reflecting growing concerns about firms that “use borrowed money to juice returns at a time when funding markets are in turmoil. [read post]
26 Apr 2024, 3:30 am by Bethany Berger
In the 1970s, for example, trust funds went to bailing out New York City and the Chrysler Company. [read post]
14 Nov 2009, 3:33 pm by Bill Stalter
Consequently, it is not uncommon to see large trusts delegate investment authority to an independent fund manager. [read post]
SEC Looks at Reimbursements Made to Legendary Capital REIT III If your financial advisor recommended that you invest in Lodging Fund REIT III and you suffered losses, you may have grounds for a broker fraud claim to recover damages. [read post]
8 Dec 2022, 12:15 pm by kytestrings_admin
Alternative investments include the following: Private Placements Hedge Funds Regulation D (Reg D) offerings Promissory notes Real estate investment trusts (REITs) Business development companies Closed-End Funds Oil and gas partnerships Leasing partnerships Structured notes Mortgage-Backed Securities (MBS) and Collateralized Mortgage Obligations (CMOs) Collateralized Loan Obligations (CLOs) and Closed-End Funds Credit Default Swaps (CDS)… [read post]