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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Wealth management firms can purposefully create an atmosphere centered on growth — but it takes effort and intention, said Daniel Crosby of Orion and Brad Johnson of Triad Partners.
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The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
7h ago -
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.
September 17 -
Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.
September 17 -
After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.
September 17 -
The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.
September 17