mutual-fund-documentation 
The Motley Fool
SEPTEMBER 10, 2023
For example, if you buy a mutual fund, you'll pay a one-time fee. Look at the opening documents, account statements, confirmation, and any product-specific documents to find both the type and the amount of fees. Transaction fees are charged each time you make a transaction.
Private Equity Wire
FEBRUARY 14, 2024
Documenting assumptions for estimates In documenting assumptions for estimates, recognizing the inherent subjectivity of valuations is crucial. Maintain documentation for all inputs, including growth rates and discount rates. For private equity funds, financial statements predominantly focus on year-end (December 31) valuations.
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The Big Picture
DECEMBER 14, 2023
At the Money: Mutual Funds vs. ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? Mutual funds or ETFs? But over the past few decades the mutual fund has been losing the battle for investors attention.
The Motley Fool
MAY 19, 2024
Much like Microsoft's Copilot and Google's Gemini, Schwab's tool uses AI "to find companies linked to those keywords and phrases, combing through millions of public documents, such as patents, clinical trials, and company filings." There's far more artificial intelligence being applied here than there seems to be on the surface.
The Motley Fool
APRIL 27, 2024
A broker-dealer firm is in the business of buying and selling securities -- stocks, bonds, mutual funds and certain other investment products -- on behalf of its customers (as broker), for its own account (as dealer) or both. All broker-dealers that sell securities to the public in the U.S.
The Motley Fool
SEPTEMBER 12, 2023
It's a good idea to do this in writing so you have documentation of your complaint, especially if you've lost money. If your financial planner is an investment advisor, mutual fund company, or transfer agent, you should file a complaint with the Securities and Exchange Commission (SEC) or your state securities regulator.
Pension Pulse
MAY 13, 2024
Bob Baldwin wrote an op-ed for the Globe and Mail stating a proposal to encourage more pension fund investing at home is wrong for Canada: Last month’s budget unveiled a working group led by former Bank of Canada governor Stephen Poloz to collaborate with pension fund leaders to encourage funds to invest more of their assets in Canada.
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