Gifting mutual fund (MF) units to your loved ones is a ... of the nominee or legal heir New bank account details Indemnity bond (for large amounts) Specific requirements could vary depending ...

If a family member suddenly leaves this world, it is sad, but amidst that pain, another challenge comes up - what will happen to his money and investments? Especially things like mutual funds, about ...

Centauri Insurance and Lilypad Insurance announced today the successful issuance of Koi Re, a $30 million catastrophe bond designed to provide indemnity- based reinsurance protection against named ...

Unclaimed shares and dividends that remain untouched for seven consecutive years are transferred by companies to the IEPFA.

Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders ...

"These are the types of products that financial advisors are asking to see from us," said First Eagle's John Miller.

Franklin Templeton Investments plans to convert 10 Putnam municipal bond mutual funds into ETFs. The conversions are expected to be completed between the fourth quarter and the first quarter of 2026, ...

" width="100%" alt="chart visualization" /> Municipal yields fell slightly Thursday while investors digested several sizable ...

The Columbia Bond Fund aims for ... in greater fluctuation in fund value. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing.

Mutual funds are popular vehicles ... invested in securities and assets such as stocks, bonds, cash, and money market vehicles based on the fund's profile. It might be a small-cap fund, an ...

Mutual fund investments have become a go-to choice ... These funds invest in fixed-income assets like bonds and corporate securities, offering more stable but moderate returns.