Wealth Transfer, Trusts, inheritance, Prudent Person Rule, Trust Management, Investment Management, Asset Diversification, ...

A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...

Plenty, a finance app for couples, shifted from subscriptions to an investment advisory fee-based model to differentiate from ...

Lee Munder Capital Group Investments, more commonly known as LMCG Investments, LLC, is an independent, employee-owned ...

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape ...

Q3 2025 Management View David Gladstone, CEO, highlighted the company's consistent performance and portfolio expansion during the quarter, achieving total assets of $1.1 billion. He emphasized the ...

Antero Midstream surpasses free cash flow goals, balances growth with fiscal prudence, and targets high-teens returns. Read ...

But beyond the savings, when expense ratios are lower, investment returns are generally higher, as fees come out of returns. So, some of the already lowest fees in the business just got even lower.

Private equity (PE) refers to investment funds that buy and manage private companies, aiming to improve their value before ...

Wealth managers have certainly had their heads turned — in 2023, 90 per cent of 435 art and finance stakeholders surveyed by ...

Failing to thoroughly vet a multifamily investment can lead to costly surprises, while proper diligence can safeguard your ...