A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a ...

The Schwab Fundamental U.S. Large ETF is first and foremost a value investment, but even income investors need non-income ...

Understand what a fiduciary bond is and why it is important in protecting the interests of beneficiaries and other parties ...

The referenced securities are owned by the Funds on March 31, 2025 as follows: FMI Common Stock Fund - First Cash Holdings Inc. - 3.9% FMI Large Cap Fund - Allegion Public Limited Co. - 2.0% ...

As a fiduciary, you must legally manage any person’s money or property for their benefit, not your financial gain. Should a conflict of interest arise, the fiduciary’s duty is to inform the ...

The suit cited data from a survey by Encore Fiduciary — and as an example noted that in 2022 the Plan charged its participants $295.10 per year — over seven times the average recordkeeping fee ($41) ...

For example, the Vanguard Russell 1000 Growth Index Fund not only performed better than the Habor Fund, but it also charged participants a significantly lower fee.” “As of December 31, 2023,” the suit ...

Last autumn, the €26bn Dutch defined benefit (DB) pension fund of Shell announced it would swap Samco, the oil giant’s in-house asset manager, for BlackRock as its fiduciary manager. Meanwhile, Achmea ...

Edward Jones, for example, offered fee reductions for those customers for one or two years, but they were not sufficient to cover the full upfront commission that in some cases was as much as 5%.

In 2022, a client came to me after suffering a 25% loss in her portfolio, amounting to $500,000. She had been working with an adviser who wasn’t a fiduciary and who had reassured her that ...

For example, you might pay a 0.25% fee for each mutual fund you invest in. These fees go to the investment companies that manage the funds, not to the advisor. Frequently asked questions (FAQs) ...