In the November cover story, "Mutual Funds You Can Trust," Morningstar incorrectly placed Old Mutual Dwight S/T Fixed Income Z (OBCPX) among the worst funds in the table, "Top and Bottom Funds by Overall Score." In addition, in the "Families with Worst Average Fiduciary Grades" table, we should have listed Tocqueville -- not Federated -- as having two mutual funds that each receive "D" stewardship grades, for an average score of 4.00. Federated's average was 2.95. We regret the errors.
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Part II in a series of articles on working with ultra-high-net-worth clients from IMCA's Investments & Wealth Monitor takes a look at the biggest trends...
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Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...