Group 1 - Lawrence Fuller has 30 years of experience managing portfolios for individual investors, starting at Merrill Lynch in 1993 and later founding Fuller Asset Management for independence [1] - Fuller Asset Management manages the Focused Growth portfolio on Dub, a copy-trading platform approved by US securities regulators, allowing retail investors to automatically copy chosen managers' portfolios and trades [1] - The Portfolio Architect, led by Fuller, focuses on an economic and market outlook that supports an all-weather investment strategy aimed at achieving consistent risk-adjusted market returns [1] Group 2 - The services offered by Fuller Asset Management include portfolio construction guidance, access to an "All-Weather" model portfolio, a dividend and options income portfolio, daily briefs on current events, a week-ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat support [1]

NEW YORK, Jan. 2, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Blue Owl Capital Inc. ("Blue Owl Capital Inc." or the "Company") (NYSE: OWL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Blue Owl Capital Inc. investors who were adversely affected by alleged securities fraud between February 6, 2025 and November 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra- ...

Core Insights - The article emphasizes the importance of tax-exempt municipal bonds (munis) in investment portfolios, particularly for investors seeking capital appreciation or current income, especially those nearing retirement [1]. Group 1: Tax-Exempt ETF Overview - The T. Rowe Price Intermediate Municipal Income ETF (TAXE) offers an active management approach with a low fee of 24 basis points, launched in 2024, focusing on a range of credit qualities in intermediate maturity debt securities [2]. - The active strategy evaluates issuers based on metrics such as prices and yields, including considerations for junk bonds, resulting in a year-to-date return of 5.8% as of November 30, with a yield to maturity of 3.9% and a 30-day SEC Standardized Yield of 3.16% [3]. Group 2: Portfolio Integration - TAXE can serve as a strong fixed income addition to portfolios, helping to reduce overall tax exposure, with potential compounding benefits as portfolios reinvest savings from taxes [4]. - Active bond ETFs like TAXE possess structural advantages over passive funds, allowing for more flexibility in adapting to market changes, such as replacing bonds when necessary, and focusing on credit quality and yield [5]. Group 3: Future Outlook - As investors approach 2026, there will be a variety of ETFs available, with tax-exempt strategies like TAXE providing the necessary flexibility and adaptability for diverse investment portfolios [6].

In a statement, the regulator said the PFRDA board has cleared a framework to permit banks to set up and sponsor pension funds for managing NPS assets, with the objective of strengthening the overall Banks seeking to sponsor pension funds will be required to meet “clearly defined” eligibility criteria based on parameters such as net worth, market capitalisation and prudential soundness, aligned with norms prescribed by the According to PFRDA, this will ensure that only well-capitalised and systemically rob ...

Market Analysis by covering: BlackRock Inc, Abrdn Healthcare Investors, abrdn Income Credit Strategies Fund, BlackRock Core Bond Closed Fund. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] Group 1 - Invesco emphasizes the importance of understanding investment objectives, risks, charges, and expenses before making investment decisions [1] - The firm provides educational content but does not offer specific investment recommendations or tax advice [1] - Invesco's opinions are based on current market conditions and may change without notice, indicating a dynamic approach to investment management [1] Group 2 - Invesco Distributors, Inc. serves as the US distributor for Invesco Ltd.'s retail products and collective trust funds [1] - The company operates through various affiliated investment advisers that provide advisory services without selling securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc. and other broker-dealers, highlighting the firm's extensive distribution network [1]

Core Viewpoint - Volta Finance Limited has appointed BNP Paribas Asset Management Europe as its new investment manager effective from December 31, 2025, following the merger of AXA Investment Managers Paris and BNP AM [2]. Group 1: Change of Investment Manager - The appointment of BNP AM is a result of the merger with AXA IM, and BNP AM will succeed to the existing investment management agreement [2]. - The terms of the investment management agreement, including fees, will remain unchanged, and no material changes to management arrangements are anticipated [3]. Group 2: Company Overview - Volta Finance Limited is incorporated in Guernsey and is listed on Euronext Amsterdam and the London Stock Exchange [4]. - The company aims to preserve capital across the credit cycle and provide stable income through quarterly dividends, primarily investing in CLOs and similar asset classes [5]. Group 3: About BNP Paribas Asset Management Europe - BNP AM is incorporated in France and is registered as a portfolio management company with the AMF [6].

Core Viewpoint - Volta Finance Limited has appointed BNP Paribas Asset Management Europe as its new investment manager effective from December 31, 2025, following the merger of AXA Investment Managers Paris and BNP AM [2]. Group 1: Change of Investment Manager - The appointment of BNP AM is a result of the merger with AXA IM, and BNP AM will succeed to the existing investment management agreement [2]. - The terms of the investment management agreement, including fees, will remain unchanged, and no material changes to management arrangements are anticipated [3]. Group 2: Company Overview - Volta Finance Limited is incorporated in Guernsey and is listed on Euronext Amsterdam and the London Stock Exchange [4]. - The company aims to preserve capital across the credit cycle and provide stable income through quarterly dividends, primarily investing in CLOs and similar asset classes [5]. Group 3: About BNP Paribas Asset Management Europe - BNP AM is incorporated in France and is registered as a portfolio management company with the AMF [6].

叶森森表示，深感荣幸能在此市场动态及投资者需求不断演变之际，领导香港投资基金公会，期待与会 员及业界持份者紧密合作，共同把握新的增长机遇，进一步强化香港作为超级联系人及资产和财富管理 枢纽的角色。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网 香港报道：1月2日，香港投资基金公会今日，宣布委任叶森森为行政总裁，任命即日生效。 基金公会表示，叶森森于投资界拥有超过三十年资产管理及财富顾问经验，历任多间国际金融机构的高 层要职，包括瑞银、GAM、ING及摩根资产管理等。她近期为瑞银集团全球财富管理业务的董事总经 理，负责主理北亚地区的基金顾问及销售业务。在其任内，她成功促成以十亿美元计的资金流动，引入 创新基金策略，并积极推进业界及投资者教育工作。 基金公会主席余振声表示，非常高兴欢迎叶森森出任基金公会行政总裁。她拥有深厚的专业知识和卓越 的领导能力，将引领基金公会开展新一阶段的发展与转型，促进基金行业生态圈的协作，并进一步巩固 香港作为全球领先资产管理中心的地位。」 ...

Representational image "PFRDA board has approved, in principle, a framework to permit banks to independently set up pension funds to manage NPS, with the objective of strengthening the pension ecosystem. This shall enhance competition and safeguard subscriber's interests," said PFRDA in a statement. Banks willing to sponsor these funds will have to meet a 'clearly defined' eligibility criteria based on net worth, market capitalisation and prudential soundness, aligned with RBI norms. "(It will) ensure tha ...