The Thornburg Value Fund, managed by the Thornburg Management Company of Santa Fe, is now offering Institutional Class shares to qualified institutions and their clients. The minimum investment is $2.5 million; subsequent investments are $5,000. Fee-based financial advisors may invest in the new shares for clients with lower individual account minimums.
-
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
1h ago -
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
4h ago -
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
6h ago -
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
9h ago -
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
April 25 -
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.
April 25