Mutual fund

VALUE LINE, INC. DECLARES A QUARTERLY CASH DIVIDEND OF $0.28 PER COMMON SHARE

Retrieved on: 
Friday, October 20, 2023
WalletHub, Publishing, Value Line, Government, Coronavirus, Federal Reserve, Research, Nature, Internet, ETF, Marketing, Employment, Travel, Mutual fund, Regulation, Annual report, Collection, Security (finance), Music, Bank, Risk management, Distribution (marketing), Part Two, Option

The Company has 9,427,552 shares of common stock outstanding as of October 20, 2023.

Key Points: 
  • The Company has 9,427,552 shares of common stock outstanding as of October 20, 2023.
  • Value Line, Inc. is a leading New York based provider of investment research.
  • The Value Line Investment Survey is one of the most widely used sources of independent equity investment research.
  • In this report, “Value Line,” “we,” “us,” “our” refers to Value Line, Inc. and “the Company” refers to Value Line and its subsidiaries unless the context otherwise requires.

Raymond James Selects J.P. Morgan Asset Management's 55ip to Enhance its Managed Accounts Platform with Integrated Tax Management Technology

Retrieved on: 
Monday, October 16, 2023
UMA, JPMorgan Chase, Partnership, NYSE, Acquisition, RJF, J. P. Morgan, Unified managed account, Student Achievement and School Accountability Programs, Mutual fund, SMA, Financial adviser, Cryptocurrency

NEW YORK, Oct. 16, 2023 /PRNewswire/ -- J.P. Morgan Asset Management and 55ip today announced that Raymond James Financial (NYSE: RJF) will integrate 55ip's cutting edge tax management technology across its managed account platform.  The enhancements will make tax-smart transition, rebalancing and ongoing tax-loss harvesting available to Raymond James managed accounts users.  Raymond James expects the enhancements to take effect mid-2024.

Key Points: 
  • NEW YORK, Oct. 16, 2023 /PRNewswire/ -- J.P. Morgan Asset Management and 55ip today announced that Raymond James Financial (NYSE: RJF) will integrate 55ip's cutting edge tax management technology across its managed account platform.
  • The enhancements will make tax-smart transition, rebalancing and ongoing tax-loss harvesting available to Raymond James managed accounts users.
  • Raymond James Managed Account Programs provides Unified Managed Accounts (UMA), Separately Managed Accounts, (SMA) and Mutual Fund and ETF Model Portfolio offerings.
  • For Raymond James, 55ip's tax technology will be delivered through deep integration with Raymond James' managed account technology provider, InvestCloud.

RENOSY: 80% of Japanese youths aged between 18~25 worry about their finances for the future

Retrieved on: 
Wednesday, October 11, 2023
NISA, Learning, Knowledge, GA, Nitrogen, Nippon individual savings account, Research, Mutual fund, Minato, No3, Management, Risk management, Tutoring

TOKYO, Oct. 11, 2023 /PRNewswire/ -- RENOSY, a Japanese real estate investing service operated by GA technologies Co., Ltd （Headquarters: Minato-Ku, Tokyo; CEO: Ryo Higuchi; Securities code: 3491; hereinafter as the Company, carried an online questionnaire among 1,037 employee candidates who are going to join the GA group in 2024, about their opinions about financial management plan, and formal education on the topic. These employee candidates who are going to join the company next year are the generation of those who haven't had the chance to have formal financial education in their teenage years and have been spending their 20s and 30s during the post 2018 financial crisis. 

Key Points: 
  • - About 80% of the employee candidates interviewed answered that they are worried about their financial plans for the future.
  • - About 20% of the employee candidates interviewed said that they are learning or gathering information about financial plans currently.
  • - 82.6% of the employee candidates answered that they want to start planning for their financial future once they are out of school.
  • - About 80.9% answered that they did not get a chance to receive a formal financial education when they were in school.

NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND ANNOUNCES MONTHLY DISTRIBUTION

Retrieved on: 
Friday, September 29, 2023
Policy, Investment Company Act of 1940, Fund, Investment, NYSE, Mutual fund, Life insurance

NEW YORK, Sept. 29, 2023 /PRNewswire/ -- Neuberger Berman Real Estate Securities Income Fund Inc. (NYSE American: NRO) (the "Fund") has announced a distribution declaration of $0.0312 per share of common stock.

Key Points: 
  • NEW YORK, Sept. 29, 2023 /PRNewswire/ -- Neuberger Berman Real Estate Securities Income Fund Inc. (NYSE American: NRO) (the "Fund") has announced a distribution declaration of $0.0312 per share of common stock.
  • The distribution announced today is payable on October 31, 2023, has a record date of October 16, 2023 and has an ex-date of October 13, 2023.
  • There is no assurance that the Fund will always be able to pay a distribution of any particular amount, or that a distribution will consist of only net investment income.
  • The distribution announced today, as well as future distributions, may consist of net investment income, net realized capital gains and return of capital.

MEDIA ADVISORY: 2023 Investment Funds Institute of Canada (IFIC) Annual Leadership Conference

Retrieved on: 
Thursday, September 21, 2023
ETF, Mutual fund, Communications satellite, Financial adviser

8:45 a.m. to 4:45 p.m., followed by a networking reception.

Key Points: 

8:45 a.m. to 4:45 p.m., followed by a networking reception.
At 12 p.m., there will be a presentation for media on key findings of the 2023 Canadian Mutual Fund and ETF Investor Survey by Lesli Martin, Vice-President, Pollara Strategic Insights.

VALUE LINE, INC. ANNOUNCES FIRST QUARTER EARNINGS

Retrieved on: 
Tuesday, September 12, 2023
Employment, Travel, ETF, Marketing, Internet, Coronavirus, Research, Government, Value Line, Publishing, Federal Reserve, Nature, Collection, Regulation, Annual report, Corporation, Investment advisory, Mutual fund, Cryptocurrency, Security (finance), Music, Bank, Risk management, Distribution (marketing), Option, Part Two

NEW YORK, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Value Line, Inc., (NASDAQ: VALU) reported results for the first fiscal quarter ended July 31, 2023.

Key Points: 
  • NEW YORK, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Value Line, Inc., (NASDAQ: VALU) reported results for the first fiscal quarter ended July 31, 2023.
  • Retained earnings at July 31, 2023, were $98,197,000, an increase of 2.3% compared to retained earnings at April 30, 2023.
  • Value Line’s acclaimed research also enables the Company to provide specialized products such as Value Line Select, The Value Line Special Situations Service, Value Line Select: ETFs, Value Line Select: Dividend Income & Growth, The New Value Line ETFs Service, The Value Line M & A Service, Information You Should Know Wealth Newsletter, The Value Line Climate Change Investing Service and certain Value Line copyrights, distributed under agreements including certain proprietary ranking system information and other proprietary information used in third party products.
  • In this report, “Value Line,” “we,” “us,” “our” refers to Value Line, Inc. and “the Company” refers to Value Line and its subsidiaries unless the context otherwise requires.

RIA Sowell Management’s End-to-end Tech Solution Innovating the Way Financial Advisors Do Business

Retrieved on: 
Thursday, September 14, 2023
Data Management, Banking, Personal Finance, Accounting, Technology, Professional Services, Other Technology, Asset Management, Software, Fintech, Finance, ETF, Freedom, Sowell, RIA, Seaton, Unified managed account, Multimedia, Research, Consultant, Individual, CRMS, UMA, Growth, RIAS, Mutual fund, Financial adviser

View the full release here: https://www.businesswire.com/news/home/20230914192454/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20230914192454/en/
    Sowell Management, an RIA based in Arkansas, recently launched FLEX Connect, an end-to-end technology solution for its financial advisor partners.
  • (Graphic: Business Wire)
    Sowell Management provides a transformative platform of services and solutions to advisors on the path of independence – helping them be in business for themselves, not by themselves.
  • “Using this solution goes a long way toward our mission at Nest Financial Advisors.
  • It streamlines the way our advisors work with Sowell Management, our RIA, and it simplifies the advisor-client relationship as well.

MFS High Yield Municipal Trust Announces Tender Offer

Retrieved on: 
Friday, August 25, 2023
Banking, Asset Management, Professional Services, Finance, Tender offer, Financial Accounting Standards Board, Share (finance), Calendar, MFS, Sale, Prospectus, Tender, Mutual fund, MFS Investment Management, CMU, Mini-tender offer, Letter, NYSE, Cryptocurrency, Security (finance), Trustee, Fund

MFS Investment Management® (MFS®) announced today that the Board of Trustees (the "Board") of MFS High Yield Municipal Trust (the "Fund") (NYSE: CMU), a closed-end management investment company, authorized the Fund to conduct a cash tender offer (the "Tender Offer") for up to 10% of the Fund’s outstanding common shares (the “Shares”) at a price per Share equal to 98% of the Fund’s net asset value (“NAV”) per Share as of the close of regular trading on the New York Stock Exchange (“NYSE”) on the date the Tender Offer expires.

Key Points: 
  • MFS Investment Management® (MFS®) announced today that the Board of Trustees (the "Board") of MFS High Yield Municipal Trust (the "Fund") (NYSE: CMU), a closed-end management investment company, authorized the Fund to conduct a cash tender offer (the "Tender Offer") for up to 10% of the Fund’s outstanding common shares (the “Shares”) at a price per Share equal to 98% of the Fund’s net asset value (“NAV”) per Share as of the close of regular trading on the New York Stock Exchange (“NYSE”) on the date the Tender Offer expires.
  • The Fund expects to commence the Tender Offer on or before October 6, 2023.
  • Shareholders should read the applicable offer to purchase and tender offer statement on Schedule TO and related exhibits if and when those documents are filed and become available, as they will contain important information about the particular Tender Offer.
  • The Fund will also make available, without charge, the offer to purchase and the letter of transmittal for the Tender Offer that is conducted.

PARVIS ANNOUNCES NEW INVESTOR AGREEMENT WITH NORTHERN ALLIANCE TRUST

Retrieved on: 
Thursday, August 24, 2023
Exempt market dealer, NAT, Mutual fund, Mutual fund trust, EMD, Security (finance), Western Canada, Parvise

VANCOUVER, BC, Aug. 24, 2023 /PRNewswire/ - Parvis Invest Inc. (TSXV: PVIS) ("Parvis" or "the Company''), a technology-driven real estate company focused on broadening access to institutional quality real estate investment opportunities, today announced a new investor agreement with Northern Alliance Trust ("NAT").

Key Points: 
  • VANCOUVER, BC, Aug. 24, 2023 /PRNewswire/ - Parvis Invest Inc. (TSXV: PVIS) ("Parvis" or "the Company''), a technology-driven real estate company focused on broadening access to institutional quality real estate investment opportunities, today announced a new investor agreement with Northern Alliance Trust ("NAT").
  • "We are thrilled to announce our investor agreement with Northern Alliance Trust," said David Michaud, Parvis' Chief Executive Officer.
  • "Parvis remains focused on its mission to democratize access to real estate investing to the masses and simplify the process at every step.
  • NAT is a Mutual Fund Trust affiliated with Northern Alliance Financial Corp., that offers investors access to the private residential mortgage lending market, secured by equity in real property in Western Canada.

BFSI IT Summit, Mumbai to Hold Physical Conference on 9-10 August 2023

Retrieved on: 
Monday, July 31, 2023
Topic model, Fintech, NBFC and MFI in India, Regional Rural Bank, Digital India, Abhijit Dey, Foreign, Senior, Axis Bank, Unified Payments Interface, Head, Blockchain, Public sector banks in India, API, Connected, IDBI Bank, Public bank, Computer security, University of the Arts London, UPI, Health, Development, Digital economy, The London Institute of Banking & Finance, Growth, CIO, Digital, BFSI, Union Bank of India, Mutual fund, Financial technology in India, Cryptocurrency, Management, Arms industry, Financial services, Insurance

MUMBAI, INDIA, July 31, 2023 - (ACN Newswire) - The BFSI sector plays a crucial role in any economy, integral to maintaining smooth economic functioning.

Key Points: 
  • MUMBAI, INDIA, July 31, 2023 - (ACN Newswire) - The BFSI sector plays a crucial role in any economy, integral to maintaining smooth economic functioning.
  • With approximately 260 million users adopting digital payments, the alliance between fintech and banking services is reshaping the financial landscape.
  • 19th Edition of Exito's BFSI IT Summit is the premier in-person conference that brings together Technology Leaders within the BFSI industry.
  • For more information on BFSI IT Summit: Mumbai, you can visit https://bfsiitsummit.com/india/