Fremont Funds of San Francisco has decided to waive its $2,000 minimum for taxable accounts and $1,000 minimum for retirement accounts for the Fremont U.S. Small-Cap Fund. The company said it was granting the waiver, through September 30, so that investors seeking to diversify their portfolios would have greater access to one of the top performing funds in the U.S. small-cap sector. The fund returned 10.82 percent in 1998, according to Lipper.
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An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.
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After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.
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During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
April 18 -
Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.
April 18 -
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
April 18 -
The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.
April 17