Rebranding might be the next hot mutual fund trend, Gregg Wolper of
Rebranding in and of itself isn't a bad thing--if the funds are actually taking a new direction or under new management, Wolper says. The trouble is some fund companies are well-oiled marketing machines that simply rebrand funds as a way to repackage, and sell, them.
Instead, Wolper advises investors, take a close look at a fund's management and performance history.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
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Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
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Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
