Investment Fiduciary

Latest News for: Investment fiduciary

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Deutsche Multi-Market Income Trust and Deutsche Strategic Income Trust Announce Final Liquidating Distributions

Odessa American 17 Nov 2018

Important Information ... Nothing contained herein is fiduciary or impartial investment advice that is individualized or directed to any plan, plan participant, or IRA owner regarding the advisability of any investment transaction, including any IRA distribution or rollover ... which offers investment products or DWS Investment Management Americas, Inc....

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Ask a Fool: Is My Investment Advisor a Fiduciary?

Ravalli Republic 16 Nov 2018

I certainly can't vouch for every investment professional with certain credentials or registrations. Having said that, one quick check is to determine whether your investment advisor is a fiduciary or not ... Registered investment advisors (RIAs) and their representatives are bound to a fiduciary standard as part of the Investment Advisors Act of 1940....

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BlackRock Municipal 2018 Term Trust; BlackRock New York Municipal 2018 Term Trust; BlackRock California Municipal ...

Waco Tribune-Herald 16 Nov 2018

There is no assurance that each Fund will achieve its investment objective of returning $15 per common share ... As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals....

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Certain Municipal Closed-End Funds Announce Share Repurchase Programs

Waco Tribune-Herald 16 Nov 2018

As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals....

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Wealth Advisory Team Leaves AYCO, Forms Veracity Capital

Market Watch 15 Nov 2018

From conception to execution, our differentiator in the market is building a company designed to be a true fiduciary for clients," said Mr ... Veracity Capital is a wealth advisory firm with a national presence providing strategic wealth management, financial planning, investment management, and risk management as trusted fiduciary partners....

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F3Logic Recruits $2.5 Billion Team From AYCO

Market Watch 15 Nov 2018

F3Logic is a national RIA, headquartered in Ohio, providing best-in-class consulting, investment platforms, and technology to independent Advisors and RIAs ... F3Logic invests time learning about advisors' needs and their practice, mapping out the most beneficial structure, and helping build that solution....

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Bipartisan bill proposes putting proxy firms under SEC’s authority

Market Watch 15 Nov 2018

“Under our legislation, all major proxy advisory firms would be required to register as investment advisers under the IAA, and therefore have a fiduciary duty to their clients,” said Reed, a senior member of the Banking Committee in a press release about the bill....

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Sentinel Trust Chief Fiduciary Officer Leslie Kiefer Amann, JD Elected to the American College of ...

The Record 15 Nov 2018

Sentinel Trust Company, LBA is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of affluent families and their closely held entities and foundations....

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Sentinel Trust Chief Fiduciary Officer Leslie Kiefer Amann, JD Elected to the American College of Trust and Estate Counsel (ACTEC)

Market Watch 15 Nov 2018

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First Trust Energy Infrastructure Fund Issues Notice Regarding November 2018 Distribution

Market Watch 15 Nov 2018

A return of capital may occur, for example, when some or all of the money that you invested in the Fund is paid back to you ... First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients....

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First Trust Dynamic Europe Equity Income Fund Issues Notice Regarding November 2018 Distribution

Market Watch 15 Nov 2018

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BlackRock Expands Sustainable Investing Platform with New iShares Global Green Bond ETF

Market Watch 15 Nov 2018

iShares extends its commitment to investor progress with the introduction of iShares Global Green Bond ETF (BGRN) to help investors pursue a measurable environmental impact from their investments ... As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals....

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BlackRock Municipal 2018 Term Trust;BlackRock New York Municipal 2018 Term Trust;BlackRock California Municipal 2018 Term Trust;Announcement of Adoption of Plan of Termination

Market Watch 15 Nov 2018

There is no assurance that each Fund will achieve its investment objective of returning $15 per common share ... BlackRock helps investors build better financial futures.As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals....