The proposal contains many examples of how a fiduciary should approach a particular investment selection situation, some of which speak to income products.

WASHINGTON (AP) -- Regulators and investor advocates voiced support Tuesday for a proposal that addresses consumer protection and would bring investment funds under government supervision as part of ...

Tesla investors have some proposals for the company, but at least 11 of those won't be discussed at the coming shareholder meeting in November. Business Insider reviewed a dozen shareholder proposals ...

The Securities and Exchange Commission (SEC) has retracted 14 rule proposals issued in 2022 and 2023. Our Investment Funds Team examines what the SEC’s withdrawal means for investment advisers going ...

Walt Disney shareholders overwhelmingly rejected a proposal calling for the entertainment giant to drop its participation in a benchmark index used to rank companies on how friendly their policies are ...

HONOLULU, Oct. 9, 2024 /PRNewswire/ -- Blue Hill Advisors and former Hawaii banking executive Allan Landon today reiterated their previously announced superior $12.50 per share cash offer for ...

Costco shareholders voted down an investor proposal from a conservative think tank that urged management to investigate the business risks of its diversity initiatives. More than 98% of shares voted ...

On January 7, the SEC proposed amendments to its rules defining which registered investment companies, investment advisers, and business development companies qualify as small entities for purposes of ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Blake Investment Partners, an institutional real estate investment and development firm focused on large-scale, master-planned real estate development and ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...