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13 Mar 2016, 10:28 am
” In relevant part, this statute requires a trustee: To act “as a prudent investor would, in light of the purposes, terms, distribution requirements, and other circumstances” of the trust To exercise reasonable care, skill, and caution – in context of the account portfolio and as part of an overall investment strategy, which should incorporate risk and return objectives reasonably suitable for the trust To diversify the investments of the… [read post]
22 Jan 2015, 11:01 am
Have you suffered losses investing in First Trust Brazil AlphaDEX Fund? [read post]
21 Jan 2015, 4:02 pm
Have you suffered losses investing in First Trust Energy AlphaDEX Fund? [read post]
Plumbers & Pipefitters National Pension Fund et al. v. Consortium Atlantic Realty Trust, Inc. et al.
9 Dec 2014, 8:18 pm
., a Real Estate Investment Trust (“REIT”), and a group of pension funds (collectively, the “Funds”) that were seeking an investment vehicle entered into the Agreement in 2006. [read post]
5 Apr 2010, 12:31 pm
April 5, 2010 - IRA custodians, Zia Trust, Inc., Sunwest Trust, Inc., and Sterling Trust Company, hold funds as custodians for investors with self-directed Individual Retirement Accounts ("IRAs"). [read post]
20 Mar 2024, 10:00 am
I have answered today’s question many times before…but it is so important I will do it again…and probably again: CLIENT QUESTION: Can a trustee remove funds from the irrevocable Medicaid trust investment account to pay the HOA for […] The post The Listen to Lawrence Letter: Can a trustee use funds from a trust to pay bills? [read post]
21 Dec 2017, 12:07 pm
The securities lawyers of Gana LLP are investigating investor losses in Benefit Street Partners Realty Trust (Benefit Street) a non-traded real estate investment trust (Non-Traded REIT). [read post]
5 Jul 2007, 6:15 am
Investment trust companies (ITCs) are celebrating their victory at the European Court of Justice on 28 June when it was ruled that the term “special investment funds” can include closed-ended investment funds, such as ITCs. [read post]
9 Mar 2023, 7:56 am
The post How Does One Fund a Living Trust? [read post]
23 Jan 2015, 1:41 pm
Have you suffered losses investing in First Trust Emerging Markets AlphaDEX Fund? [read post]
22 Jan 2015, 11:04 am
Have you suffered losses investing in First Trust Latin America AlphaDEX Fund? [read post]
22 Jan 2015, 11:02 am
Have you suffered losses investing in First Trust South Korea AlphaDEX Fund? [read post]
22 Jan 2015, 11:00 am
Have you suffered losses investing in First Trust Global Copper Index Fund? [read post]
16 Mar 2016, 5:00 am
They help clients achieve a wide array of estate planning goals by providing a comprehensive set of instructions for managing, investing and distributing property for the trust’s named beneficiaries. [read post]
16 Mar 2016, 5:00 am
They help clients achieve a wide array of estate planning goals by providing a comprehensive set of instructions for managing, investing and distributing property for the trust’s named beneficiaries. [read post]
23 Nov 2011, 1:24 pm
An investigation by FINRA found that Chase Investment brokers recommended the purchase of unit investment trusts and floating rate loan funds to unsophisticated customers with little or no investment experience. [read post]
23 Jan 2015, 1:42 pm
Have you suffered losses investing in First Trust Emerging Markets Small Cap AlphaDEX Fund? [read post]
22 Jan 2015, 10:59 am
Have you suffered losses investing in First Trust ISE Global Platinum Index Fund? [read post]
21 Jan 2015, 4:04 pm
Have you suffered losses investing in First Trust ISE-Revere Natural Gas Index Fund? [read post]
21 Jan 2015, 4:00 pm
Have you suffered losses investing in First Trust MLP Closed-End Fund and Energy 41? [read post]
