Banks Due Diligence Mutual Funds 
Diamond Consultants
SEPTEMBER 20, 2022
When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?
The Motley Fool
SEPTEMBER 25, 2024
After the Federal Reserve lowered the target range of its federal funds rate by a half point last week, the Chinese government yesterday rolled out stimulus measures. Those stimulus measures included lower reserve requirements for banks and efforts to stimulate the housing market, including lower mortgage rates and down payments.
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The Motley Fool
JUNE 21, 2023
Some 401(k) plans offered by banks or brokerage firms offer limited investment choices. In my case, my previous employer's 401(k) had a wide variety of index funds, target-date funds, and low-cost ETFs that met my investment needs. The new 401(k) plan only offered actively-managed mutual funds with costly expense ratios.
Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
Investment options (fund choices range from as few as 4 up to one state that offers 15, but a majority offer 6 different investment options from a variety of financial institutions including Vanguard, Fidelity, BlackRock, Schwab, and others). Investment fees (underlying expense ratios for investment funds range from.34%-.94%).
Insight Partners
DECEMBER 5, 2024
Regulatory regimes like MIFID II require banks, asset managers, hedge funds, etc., Mutual funds and ETFs often comprise hundreds of underlying holdings, making accurate calculations dependent on evaluating each security’s ESG rating and aggregating the results based on portfolio weight.
The Big Picture
OCTOBER 31, 2023
At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.
Sara Grillo
JUNE 12, 2023
Quick math: If you have $1.828 million in the bank. The bank is going to credit you 4.95%. It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. There is an insurance charge of about $246k. There is an amount credited of about $348k.
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