In a prospectus supplement filed today with the
The firm is considering substituting the
It is also evident from the prospectus supplement that the firm has added 12b-1 fees to 6 of the funds within the Conseco Series Trust. The 25 point basis point fees will be used for marketing, Prough said.
"That was driven by trying to have a little more marketing dollars in order to market the funds and drive sales into them," he said. "We want to get them to a level where we have better efficiencies."
"The Listening Advisor" author John Gatewood preaches a five-part framework that he says can help financial advisors build deeper relationships with their clients and open valuable careers to aspiring planners.
Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.
Valuation expert David DeVoe says he thinks the falling deal numbers are less of a reflection of waning demand and more of general economic concerns.
Recent tax law changes are prompting businesses to rethink entity structures. Here's what financial advisors need to know when guiding clients or making decisions about their own RIAs.
The days of a few firms hiring a summer intern with vague plans for them to perform menial tasks around the office may be finally coming to an end. Here's how experts say RIAs can create successful internship programs.
The Internal Revenue Service issued its annual notice setting the daily rates that business travelers can use when deducting their expenses.
