DIY Life Web Search

Search results

1. Results From The WOW.Com Content Network

2. Oaktree Capital Management - Wikipedia

   en.wikipedia.org/wiki/Oaktree_Capital_Management

   Oaktree Capital Management, Inc. is an American global asset management firm specializing in alternative investment strategies. As of March 31, 2023, the company managed $172 billion [7] for its clientele. The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s.

3. 2003 mutual fund scandal - Wikipedia

   en.wikipedia.org/wiki/2003_mutual_fund_scandal

   On December 3, 2003, the SEC proposed new rules to stop after-hours trading in mutual funds. [9] [10] On December 18, 2003, the SEC “announced an enforcement action against Alliance Capital Management L.P. (Alliance Capital) for defrauding mutual fund investors. The SEC ordered Alliance Capital to pay $250 million.

4. Wrap account - Wikipedia

   en.wikipedia.org/wiki/Wrap_account

   A wrap account (also known as wrap service or tax wrapper) is a means of consolidating and managing an investor 's investment portfolio and financial plans. Wrap-fee services are offered by many financial institutions. Often, wrap services are offered for a fee or a series of charges. These charges cover all administrative and management costs.

5. American Association of Individual Investors - Wikipedia

   en.wikipedia.org/wiki/American_Association_of...

   AAII's best and premium content is made available only to members, who pay fees starting at $29 a year. For this fee, they receive the AAII Journal (the organization's monthly ad-free magazine), access to the organization's model portfolios, techniques for screening stocks, free investment courses, and other benefits.

6. Best balanced ETFs and mutual funds - AOL

   www.aol.com/finance/best-balanced-etfs-mutual...

   The Fidelity Balanced Fund is a mutual fund that seeks income and capital growth with taking reasonable risk. The fund holds about 60 percent in equity securities and 40 percent in bonds and other ...

7. 7 best bank accounts for older savers, seniors and retirees ...

   www.aol.com/finance/best-bank-accounts-for...

   SoFi offers a combination high-yield savings and checking account that offers top rates with almost no fees. As long as you’re willing to set up direct deposit to either your checking or savings ...