Fiduciary funds are assets that one party manages on behalf of another under a legal obligation to act in the beneficiary's ...

This account was created by Seeking Alpha to republish publicly available fund letters and is not managed by the fund itself. Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent ...

SUMMIT, N.J. , June 29, 2023 /PRNewswire/ -- Euclid Fiduciary, a division of Specialty Program Group LLC (SPG), announced the hiring of Keith M. Lavigne as Chief Underwriting Officer, Management ...

Neither the investment consultancy or fiduciary management industries show signs of excessive concentration, the Competition and Markets Authority has found, but the vertical integration of the ‘big ...

Evaluating the performance and relative merits of fiduciary management mandates is a challenge, given the varying degrees of delegation and customisation. This is evident in the fiduciary management ...

2024 was a stellar year for financial markets, but prudence is necessary given parallels to past speculative bubbles and the need for valuation and downside protection. Momentum investing and megacap ...

Fiduciary duties and a meticulous approach are paramount in financial services, legal affairs, and trust management. For Derek Fiorenza, retirement plan specialist at Summit Group Retirement Planners, ...

The interplay among tax laws, investment performance and a beneficiary's wellbeing shapes a fiduciary's responsibilities. When a trustee distributes assets from a trust to meet a beneficiary's needs, ...

A majority ownership interest in Downers Grove, Illinois-based Roadrunner Transportation Systems Inc. has been acquired by Prospero Staff Capital, a private equity fund co-led by Ted Kellner, founder ...

A finance professor's analysis shows the Wisconsin Investment Board's Bitcoin investment was a masterclass in disciplined fiduciary management. Adding a small Bitcoin allocation to a standard pension ...