The funding round was led by Nexus Venture Partners to enhance the tech infrastructure of its mutual fund distribution platform Founded in 2016 by Suresh and Awanish Raj (CTO), AssetPlus facilitates ...
With India’s second-largest mutual fund distributor as its parent, NJ Mutual Fund had a readymade launchpad that most entrants only dream of. Yet, more than four years after its debut, the fund house ...
The investor shift away from mutual funds to exchange-traded funds has eroded an important revenue stream for brokerage firms. Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over ...
Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...
Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of investing topics including stocks, socially responsible investing, cryptocurrency, mutual funds, HSAs ...
401(k) holders must start RMDs at 73 to ensure taxed withdrawals, facing a 25% penalty for non-compliance. RMD avoidable if still employed at the sponsoring company at 73 with <5% ownership; IRAs ...
With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...
Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account owned by an individual ...
Investors are often obsessed with finding the best mutual fund, but even with thorough research, picking a winner ahead of time is extremely difficult. Survivorship bias means investors only see the ...
Top REIT mutual funds offer broad real estate exposure and historically outperform their benchmarks. Top REIT mutual funds provide diversified investment in various real estate sectors and securities.
Physicians Mutual Medigap plans are expensive. But the company's Innovative Plan G has low rates and good coverage. Physicians Mutual Medicare Supplement plans are usually expensive. Plan G costs an ...
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