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17 Jan 2018, 10:02 am
It is a great privilege and responsibility to manage the assets clients have entrusted to us, most of which are invested for long-term goals such as retirement. [read post]
16 May 2014, 7:26 am by Mark Astarita
When you are acting as a retirement plan administrator, you take on a fiduciary responsibility to manage the funds placed in your care in a reasonable and prudent manner. [read post]
21 Apr 2009, 2:20 pm
Jeanneret Associates Inc. and Ivy Asset Management Corp. and Ivy's parent Bank of New York Mellon Corp. [read post]
13 Jul 2021, 9:05 am by John Jascob
Artificial barriers are being used by asset allocators under the guise of fiduciary considerations, the subcommittee advised.In addition, performance myths regarding diverse asset managers have been dispelled because their investment performance is equal to or greater than the investment performance of firms that lack diversity in ownership and senior leadership, according to the subcommittee. [read post]
26 Feb 2020, 9:41 am by Yi W. Stewart
”[2] In short, the law is not intended to let a fiduciary simply “step into the shoes” of a deceased user and manage the decedent’s digital assets in the same way as tangibles (e.g., photos, letters). [read post]
15 Aug 2016, 11:39 am by Christie D. Arkovich, P.A.
 Recent orders applicable to Fred Hanna, Encore Capital Group, Inc., Midland Funding, LLC, Midland Credit Management, Inc., Asset Acceptance Capital Corp., PRA, LLC, Porfolio Recovery Associates, Chase Bankcard Services, Santander Bank, N.A., Solomon & Solomon P.C., Westlake and Wilshire etc. can be found here on the CFPB site. [read post]
2 Mar 2014, 8:05 am by Scott Riddle
Feb. 5, 2014) (click here for .pdf of Order), the individual debtor owned and managed a restaurant incorporated as Bilbo’s Bar-B-Que, Inc. [read post]
14 Jul 2009, 8:50 am
Access the PRI conference website for further details (click here).Waste Information & Management Services, Inc. [read post]
29 Sep 2009, 3:39 am
The Official Committee of Unsecured Creditors appointed in the bankruptcy cases of Moore-Handley, Inc. and its affiliate, Hardware House, Inc., filed a motion yesterday requesting the appointment of a chapter 11 trustee. [read post]
29 Apr 2019, 7:25 am by Rebecca Shafer, J.D.
The post How To Make Unions An Asset To Workers Comp Cost Savings appeared first on Work Comp Roundup. [read post]
21 Dec 2006, 1:46 am
Substantive consolidation lets courts merge the assets and liabilities of two or more debtors that are related into a single pool that can be used to pay creditors. [read post]
16 Aug 2023, 9:04 am by The White Law Group
  LJM used a risky strategy that relied, in part, on purchasing uncovered options. [read post]
10 Jun 2009, 2:01 pm
AFW Asset Management, which does business as AFW Wealth Advisors, had more than $194 million in assets under management at the end of 2008, according to the complaint. [read post]
13 May 2013, 8:35 am by Senior Editor
Before implementing a workers compensation management program, all employees must be made aware of changes, and key personnel must be trained to use new forms and procedures. [read post]
21 Feb 2018, 3:00 am by John Jascob
In October 2016, the Commission approved Rule 22e-4 to require open-end management investment companies to adopt liquidity risk management programs that include classifications of the liquidity of portfolio assets and to conduct periodic evaluations of liquidity risk. [read post]
23 Nov 2010, 5:00 am by J Robert Brown Jr.
Lumpkins currently serves as a director of Ecolab, Inc., a cleaning and sanitation products and services provider; a Senior Advisor to Varde Partners, Inc., an asset management company specializing in alternative investments; and a member of the Advisory Board of Metalmark Capital, a private equity investment firm. [read post]
20 Jun 2016, 7:04 am by John McFarland
Recently, the Texas General Land Office began using EnergyNet for its auctions of oil and gas leases on state lands. [read post]
8 Oct 2007, 1:08 pm
A former broker and branch manager of a Michigan office of GunnAllen Financial, Inc. is accused of selling fraudulent investments. [read post]