IDEX Mutual Funds of St. Petersburg, Fla., has added five new funds to its family: IDEX T. Rowe Price Dividend Growth, IDEX T. Rowe Price Small-Cap, IDEX Pilgrim Baxter Mid-Cap Growth, IDEX Salomon All-Cap and IDEX Goldman Sachs Growth. The names include the sub-adviser on each fund. IDEX is also including the names of its sub-advisers on the 13 other existing funds in its family.
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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28 -
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28 -
Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
August 28 -
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
August 27 -
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
August 27 -
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
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