Adviser

Peter Christensen Joins Coverlease, Acting as Advisor & Legal Counsel

Retrieved on: 
Tuesday, February 8, 2022
Industry, MAI, Adviser, IRWA, Confidentiality, Third Way (magazine), Valuation, CRE, Risk management, Board, Solution, Appraisal Institute, Real estate agent, Real estate appraisal, Revolution, Commercial, Technology, Privacy, Commercial property, Real estate, NAR, CEO, Goal, Central Waqf Council, Data collection, Confusion, Silicon, Revolution LLC, Property management, Rest

Christensen is highly regarded as the trusted source for legal and regulatory insight concerning valuation products and services.

Key Points: 
  • Christensen is highly regarded as the trusted source for legal and regulatory insight concerning valuation products and services.
  • Christensen is an industry-renowned writer, speaker, and educator about legal issues affecting real estate valuation, ranging from appraiser risk and regulation to alternative valuation services.
  • A licensed attorney and property/casualty insurance broker in both California and Washington, Christensen's expertise in the legal valuation and CRE industry is unmatched.
  • Adding to the list of accolades will be Christensen's Board of Advisor & Legal Counsel role at Coverlease.

Amundi Asset Management: Final Terms

Retrieved on: 
Tuesday, February 8, 2022
London Stock Exchange, HSBC Bank (Europe), Sale, Human, London Bullion Market Association, Security (finance), United Kingdom, Custody, S.A.S, Base, London, Business, Arrangement, Application, ETC, Business Day, LBMA, Euronext Amsterdam, USD, Total expense ratio, Prospectus, VAT, Calendar, HSBC Bank, Subscription business model, Silver, Metal, Business Day (Nigeria), Settlement date, Euronext Paris, Remuneration, President's Pay Agent, Program, Trustee, Movement, Investment, Tax, Service, Financial adviser, Bank, Amusement arcade, Lease, Life insurance, Risk management, Deutsch, Custodian, Series, Adviser, Participation, Issuer, Gold, National identity cards in the European Economic Area

Each ETC Security relates to a specific amount in weight of Gold, specified in the Final Terms, known as the "Metal Entitlement".

Key Points: 
  • Each ETC Security relates to a specific amount in weight of Gold, specified in the Final Terms, known as the "Metal Entitlement".
  • Payment of any Early Redemption Amount or the Final Redemption Amount is subject at all times to the limited recourse provisions.
  • Any early or final redemption of the ETC Securities of a Series will be settled in cash.
  • Amundi Asset Management S.A.S.

Amundi Asset Management: Final terms

Retrieved on: 
Thursday, February 3, 2022
Movement, Total expense ratio, Silver, President's Pay Agent, Human, VAT, Trustee, London Bullion Market Association, USD, Service, Sale, Business Day, Custody, Calendar, Metal, Prospectus, Application, London Stock Exchange, Investment, Euronext Amsterdam, LBMA, Settlement date, United Kingdom, Business, Remuneration, HSBC Bank, Program, Business Day (Nigeria), Subscription business model, London, ETC, Arrangement, Security (finance), S.A.S, Euronext Paris, Base, Tax, HSBC Bank (Europe), Financial adviser, Bank, Amusement arcade, Lease, Life insurance, Risk management, Custodian, Deutsch, Adviser, National identity cards in the European Economic Area, Issuer, Series, Gold, Participation

Each ETC Security relates to a specific amount in weight of Gold, specified in the Final Terms, known as the "Metal Entitlement".

Key Points: 
  • Each ETC Security relates to a specific amount in weight of Gold, specified in the Final Terms, known as the "Metal Entitlement".
  • Payment of any Early Redemption Amount or the Final Redemption Amount is subject at all times to the limited recourse provisions.
  • Any early or final redemption of the ETC Securities of a Series will be settled in cash.
  • Amundi Asset Management S.A.S.

Gartner Analyst John A. Wheeler Joins CyberSaint Growth Advisory Board

Retrieved on: 
Wednesday, February 2, 2022
Technology, Security, CEO, CIO, Risk, Sarbanes–Oxley Act, Emory Healthcare, Solution, Organization, CISO-FM, SunTrust Banks, Founder, CISO, Agility, Chief executive officer, Adviser, Technology, Research, COVID-19, Risk management, IRM, Wheelhouse, Turner Broadcasting System, Wheeler, Integrated Risk Management Services, Multimedia, SOX, Senior advisor, Gartner, Director, Pharmaceutical industry, Accenture, Truist Financial

CyberSaint , the developer of the leading platform delivering cyber risk automation, today announced that John A. Wheeler, one of the worlds leading market analysts and thought leaders on Integrated Risk Management (IRM), has joined the companys Growth Advisory Board.

Key Points: 
  • CyberSaint , the developer of the leading platform delivering cyber risk automation, today announced that John A. Wheeler, one of the worlds leading market analysts and thought leaders on Integrated Risk Management (IRM), has joined the companys Growth Advisory Board.
  • View the full release here: https://www.businesswire.com/news/home/20220202005277/en/
    Im honored to join the CyberSaint Growth Advisory Board at this pivotal time for the evolving integrated risk management (IRM) technology market, said John A. Wheeler, Strategic Advisor to CyberSaint.
  • (Photo: Business Wire)
    Im honored to join the CyberSaint Growth Advisory Board at this pivotal time for the evolving integrated risk management (IRM) technology market, said John A. Wheeler, Strategic Advisor to CyberSaint.
  • Prior to joining CyberSaint, John was Senior Director, Analyst for risk management technology solutions and services at Gartner, a leading research and advisory organization.

Tortoise Power and Energy Infrastructure Fund, Inc. Provides Section 19(a) Notice

Retrieved on: 
Monday, January 31, 2022
Energy, Professional Services, Oil, Gas, Finance, Securities Act of 1933, Calendar, Securities Exchange Act of 1934, U.S. Securities and Exchange Commission, Adviser, Security (finance), Income, Research, Sale, TPZ, Tortoise, Life insurance

A return of capital distribution does not necessarily reflect TPZs investment performance and should not be confused with "yield" or "income."

Key Points: 
  • A return of capital distribution does not necessarily reflect TPZs investment performance and should not be confused with "yield" or "income."
  • Tortoise Capital Advisors is the Adviser to the Tortoise Power and Energy Infrastructure Fund, Inc.
    For additional information on these funds, please visit cef.tortoiseecofin.com .
  • Tortoise focuses on energy & power infrastructure and the transition to cleaner energy.
  • As one of the earliest investors in midstream energy, Tortoise believes it is well-positioned to be at the forefront of the global energy evolution that is underway.

First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®

Retrieved on: 
Monday, January 31, 2022
Professional Services, Finance, Government, Risk, FINRA, Infection, Loss, Adviser, Gold, FTP, Terrorism, ETF, Face, Technology, National Futures Association, COVID-19, Internal Revenue Code, Prospectus, FTA, Disease, Method, Index, ERISA, Fund, RIC, Vaccine, Time, Investment, Industry, Commodity, AIB (NI), Respiratory disease, Internal Revenue Code section 409A, Judgement, Income, Financial adviser, Life insurance, Security (finance)

FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.

Key Points: 
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • The Fund has characteristics unlike many other traditional investment products and may not be appropriate for all investors.
  • First Trust Advisors L.P. is an affiliate of First Trust Portfolios L.P., the fund's distributor.
  • First Trust Advisors L.P. is registered as a commodity pool operator and commodity trading advisor and is also a member of the National Futures Association.

Swan Global Investments Defined Risk Growth Fund Receives a 5-Star Rating™

Retrieved on: 
Monday, January 31, 2022
Banking, Professional Services, Finance, View, Risk, Overalls, FINRA, Adviser, Communication, SEC, Uncertainty, S&P, Morningstar, Inc., Share (finance), LLC, Prospectus, Investment, Fund, Tax, DRS, Solution, Security (finance), Health insurance, Financial adviser, Life insurance

Also, the Swan Defined Risk Growth Fund ranked #1 for risk-adjusted returns in Morningstar's Options-Trading category, which is comprised of 190 funds from 12/31/2020 - 12/31/2021.

Key Points: 
  • Also, the Swan Defined Risk Growth Fund ranked #1 for risk-adjusted returns in Morningstar's Options-Trading category, which is comprised of 190 funds from 12/31/2020 - 12/31/2021.
  • The Defined Risk Growth Fund has allowed investors to manage market volatility in a strategic, hedged way, and we are pleased that our approach has received this rating, said Chris Hausman, Portfolio Manager at Swan Global Investments.
  • Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS).
  • Important Risk Information: Swan Global Investments is an SEC registered Investment Advisor that specializes in managing money using the proprietary Defined Risk Strategy (DRS).

TortoiseEcofin Announces 2021 Closed-End Fund Tax Characterization of Distributions and Release of Combined Annual Report

Retrieved on: 
Saturday, January 29, 2022
Energy, Professional Services, Oil, Gas, Finance, L.L.C, Adviser, Sale, Tortoise, Securities Act of 1933, Research, Internal Revenue Code, U.S. Securities and Exchange Commission, Securities Exchange Act of 1934, Security (finance), Internal Revenue Code section 1031, Annual report, Cryptocurrency

The adviser also announced today the release of the combined 2021 annual stockholders' report including all of these funds.

Key Points: 
  • The adviser also announced today the release of the combined 2021 annual stockholders' report including all of these funds.
  • Please call (866) 362-9331 or email [email protected] to request a hard copy of this report free of charge.
  • is the Adviser to Tortoise Energy Infrastructure Corp., Tortoise Midstream Energy Fund, Inc., Tortoise Pipeline & Energy Fund, Inc., Tortoise Energy Independence Fund, Inc., and Tortoise Power and Energy Infrastructure Fund, Inc.
    For additional information on these funds, please visit cef.tortoiseecofin.com .
  • You should not place undue reliance on these forward-looking statements, which speak only as of the date of this press release.

First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF

Retrieved on: 
Friday, January 28, 2022
Professional Services, Finance, Risk, FINRA, Infection, Loss, Adviser, FTP, Terrorism, ETF, Face, LIBOR, Federal Deposit Insurance Corporation, Technology, COVID-19, Internal Revenue Code, Prospectus, FTA, Credit, Disease, Index, ERISA, Vaccine, Volatility, Investment, Time, AIB (NI), Respiratory disease, Internal Revenue Code section 409A, United Kingdom, Judgement, Income, London Interbank Bid Rate, Financial Conduct Authority, Financial adviser, Bank, Security (finance), Fund

First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.

Key Points: 
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • The Fund's shares will change in value, and you could lose money by investing in the Fund.
  • Such exposures could cause the Fund's net asset value to experience significant increases or declines in value over short periods of time.

Amundi Asset Management: Final Terms

Retrieved on: 
Friday, January 28, 2022
Movement, Total expense ratio, Silver, President's Pay Agent, Human, VAT, Trustee, London Bullion Market Association, USD, Service, Sale, Business Day, Custody, Calendar, Metal, Prospectus, Application, London Stock Exchange, Investment, Euronext Amsterdam, LBMA, Settlement date, United Kingdom, Business, Remuneration, HSBC Bank, Program, Business Day (Nigeria), Subscription business model, London, ETC, Arrangement, Security (finance), S.A.S, Euronext Paris, Base, Tax, HSBC Bank (Europe), Financial adviser, Bank, Amusement arcade, Lease, Life insurance, Risk management, Custodian, Deutsch, Adviser, National identity cards in the European Economic Area, Issuer, Series, Gold, Participation

Each ETC Security relates to a specific amount in weight of Gold, specified in the Final Terms, known as the "Metal Entitlement".

Key Points: 
  • Each ETC Security relates to a specific amount in weight of Gold, specified in the Final Terms, known as the "Metal Entitlement".
  • Payment of any Early Redemption Amount or the Final Redemption Amount is subject at all times to the limited recourse provisions.
  • Any early or final redemption of the ETC Securities of a Series will be settled in cash.
  • Amundi Asset Management S.A.S.