Janus Henderson

New Study Reveals Psychological Factors Hindering Growth for Financial Advisers

Retrieved on: 
Tuesday, May 9, 2023
Janus, Anatomy, Fear, Research, Finance, Financial Planning Association of Australia, Knowledge, Development, Janus Henderson, FPA, Marketing, Growth

The research found that while 46% of financial advisers say they are comfortable with their current growth rate, a mere 12% strongly agree with that sentiment.

Key Points: 
  • The research found that while 46% of financial advisers say they are comfortable with their current growth rate, a mere 12% strongly agree with that sentiment.
  • This new whitepaper outlines six critical factors for today's advisers looking to grow their businesses, including:
    The anatomy of a business plan matters.
  • The research revealed several psychological factors that hinder adviser growth and highlights the importance of overcoming these impediments to achieve sustainable business growth.
  • Among the psychological factors identified in the research that impede growth is the fear of appearing pushy or 'salesy.'

US government debt climbs to $24.8 trillion

Retrieved on: 
Thursday, May 4, 2023
Professional Services, Finance, Janus, Knowledge, Bishopsgate, Financial Conduct Authority, Commission, Currency crisis, ASX, Social Security, Government, Castle Street, GDP, Investment, Janus Henderson, Commission de Surveillance du Secteur Financier, City, International (Amtrak train), NYSE, Security (finance), Bank

The United States public debt rose to $24.8 trillion in 2022, up 11.5% or $2.6 trillion year-on-year.

Key Points: 
  • The United States public debt rose to $24.8 trillion in 2022, up 11.5% or $2.6 trillion year-on-year.
  • US government bonds have a short maturity profile relative to global bonds, which means large quantities of debt are being rapidly refinanced at higher rates.
  • Therefore, US debt interest is likely to almost double in 2023 to $780bn and surge higher to almost $1.2 trillion by 2025.
  • Globally, government interest bills jumped by almost over a fifth in 2022 (+20.9% constant currency basis) to a record $1.38 trillion.

Star Mountain Capital Hires Former Intech Investment Management Managing Director, Leanne Schmitt, as Managing Director

Retrieved on: 
Wednesday, April 26, 2023
Professional Services, DEI (Diversity, Equity and Inclusion), Business, Small Business, Finance, Asset Management, Janus, Fordham University, University, Salomon Brothers, Woman, Disaster recovery, Schmitt, Equity, Consultant, Starr Mountain, Association football, Star, Philosophy, Business administration, AUM, Investment, Janus Henderson, Diversity, Senior Advisor to the President of the United States, FINRA, International business, RIAS, Computer science, Master of Business Administration, Female, Financial services, Management, Nursing, Science, Intech

“Leanne is joining our team in response to the increasing demand by institutional and retail investors to target defensive, high yielding and asymmetric upside returns,” said Brett Hickey , Star Mountain Capital Founder & CEO.

Key Points: 
  • “Leanne is joining our team in response to the increasing demand by institutional and retail investors to target defensive, high yielding and asymmetric upside returns,” said Brett Hickey , Star Mountain Capital Founder & CEO.
  • Mrs. Schmitt was most recently a Managing Director at Intech Investment Management, a global quantitative equity firm which spun out from the Janus Henderson Group ($400+ billion AUM) in 2022.
  • She began at Intech in 2003 as a Senior Quantitative Portfolio Analyst / Trader focusing on portfolio management.
  • She was also a member and coordinator of the Women of Intech committee which coordinates philanthropic efforts for female employees at Intech.

First Trust Dynamic Europe Equity Income Fund Declares its Monthly Common Share Distribution of $0.07 Per Share for May

Retrieved on: 
Thursday, April 20, 2023
Banking, Professional Services, Finance, Janus, Vaccine, AIB (NI), Uncertainty, New York Stock Exchange, Plan, European Central Bank, Loss, ERISA, Investment, REIT, Hedge fund, Policy, COVID-19, NAV, Central bank, Infection, Risk, Terrorism, Judgement, Internal Revenue Code, FTP, Real estate investment trust, US, Trustee, Social change, Indian stock exchange, European, FINRA, Economic development, City, Security (finance), Fraud, Janus Henderson, NYSE, FTA, Disease, Clothing, Life insurance, Financial adviser, Bank, Financial services, EU, Euro, Fund

First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.07 per share payable on May 15, 2023, to shareholders of record as of May 2, 2023.

Key Points: 
  • First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.07 per share payable on May 15, 2023, to shareholders of record as of May 2, 2023.
  • Under the Plan, the Fund intends to continue to pay a monthly distribution in the amount of $0.07 per share.
  • This distribution may consist of net investment income earned by the Fund, net short-term and long-term capital gains and/or tax deferred return of capital.
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.

First Trust Dynamic Europe Equity Income Fund Issues Notice Regarding April 2023 Distribution

Retrieved on: 
Monday, April 17, 2023
Banking, Professional Services, Finance, Janus, Vaccine, AIB (NI), Uncertainty, European Central Bank, Loss, Total return swap, ERISA, Investment, Net asset value, REIT, COVID-19, Calendar, NAV, Central bank, Infection, Risk, Terrorism, Judgement, Internal Revenue Code, FTP, Real estate investment trust, US, Notice, Social change, Indian stock exchange, European, FINRA, Economic development, City, Fraud, Janus Henderson, Fund, NYSE, FTA, Disease, Life insurance, Financial adviser, Bank, Security (finance), EU, Euro

(2) The Fund estimates that it has distributed more than its income and net realized capital gains; therefore, a portion of your distribution may be a return of capital.

Key Points: 
  • (2) The Fund estimates that it has distributed more than its income and net realized capital gains; therefore, a portion of your distribution may be a return of capital.
  • A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."
  • The Fund will send you a Form 1099-DIV for the calendar year that will tell you how to report these distributions for federal income tax purposes.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.

FORUM CAPITAL ADVISORS ANNOUNCES INTERVAL FUND (FORAX) NOW AVAILABLE FOR PURCHASE VIA FIDELITY INVESTMENTS AND CHARLES SCHWAB

Retrieved on: 
Wednesday, April 5, 2023
Janus, Communication, Partnership, Hedge fund, Investment, Privatization fund, Investment Company Act of 1940, Lovell Minnick Partners, Fidelity Investments, Internal Revenue Code, US, Fidelity, American Tire Distributors, Risk, Internal Revenue Code section 1031, Janus Henderson, Fund, Forum, World Pensions & Investments Forum, Financial services, Financial adviser

DENVER, April 5, 2023 /PRNewswire/ -- Forum Capital Advisors LLC ("Forum"), a Denver-based registered investment adviser, announced it has partnered with both Fidelity Investments1 ("Fidelity") and Charles Schwab & Co, Inc. ("Schwab"), to add Forum Real Estate Income Fund ("the Fund") to their respective intermediary platforms, broadening access to the firm's registered offering for financial advisors and their clients.

Key Points: 
  • Forum Real Estate Income Fund (FORAX), now available for purchase by advisors via Fidelity Investments and Charles Schwab, provides access to institutional commercial real estate debt investments not typically available to individual investors.
  • DENVER, April 5, 2023 /PRNewswire/ -- Forum Capital Advisors LLC ("Forum"), a Denver-based registered investment adviser, announced it has partnered with both Fidelity Investments1 ("Fidelity") and Charles Schwab & Co, Inc. ("Schwab"), to add Forum Real Estate Income Fund ("the Fund") to their respective intermediary platforms, broadening access to the firm's registered offering for financial advisors and their clients.
  • 1 For the purposes of this communication, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Operations Company LLC, and National Financial Services LLC, are collectively referred to as "Fidelity Investments."
  • Forum Real Estate Income Fund investments are complex, speculative investment vehicles that are not suitable for all investors.

SEC Obtains Emergency Relief Against Long Island Investment Adviser and Firm Charged with Fraud

Retrieved on: 
Monday, March 27, 2023
State bureau of investigation, Charles Ponzi, Complaint, Investment, Security (finance), Director of the Federal Bureau of Investigation, Cryptocurrency, Janus Henderson

The SEC has obtained emergency relief in court, including a temporary restraining order and an asset freeze.

Key Points: 
  • The SEC has obtained emergency relief in court, including a temporary restraining order and an asset freeze.
  • In total, Perera engaged in more than $2.5 billion in securities transactions, with nearly $3 million in trading losses.
  • The SEC’s complaint names Nishani Alahakoon, whose brokerage account Perera and Janues traded, as a relief defendant.
  • The SEC appreciates the assistance of the U.S. Attorney’s Office for the Eastern District of New York and the Federal Bureau of Investigation.

Janus Henderson Wins Two Lipper Awards for US Funds

Retrieved on: 
Monday, March 27, 2023
Asset Management, Professional Services, Finance, Janus, Refinitiv, Investment, Stock, Janus Henderson, NYSE, Security (finance), Lipper

Janus Henderson Investors has been recognized for strong, risk-adjusted performance with two Refinitiv Lipper Fund Awards.

Key Points: 
  • Janus Henderson Investors has been recognized for strong, risk-adjusted performance with two Refinitiv Lipper Fund Awards.
  • This year’s winning U.S. funds were the Janus Henderson Balanced Fund (NYSE: JABNX) and the Janus Henderson European Focus Fund (NYSE: HFERX).
  • The Janus Henderson Balanced Fund, which also won a Lipper award in 2021, won for the five-year period in the Mixed-Asset Target Allocation Moderate Funds category.
  • The Janus Henderson European Focus Fund won for the three-year period in the European Region Funds category.

First Trust Dynamic Europe Equity Income Fund Declares its Monthly Common Share Distribution of $0.07 Per Share for April

Retrieved on: 
Monday, March 20, 2023
Banking, Professional Services, Finance, Janus, Vaccine, AIB (NI), Uncertainty, New York Stock Exchange, Plan, European Central Bank, Loss, ERISA, Investment, REIT, Hedge fund, Policy, COVID-19, NAV, Central bank, Infection, Risk, Terrorism, Judgement, Internal Revenue Code, FTP, Real estate investment trust, US, Trustee, Social change, Indian stock exchange, European, FINRA, Economic development, City, Security (finance), Fraud, Janus Henderson, NYSE, FTA, Disease, Life insurance, Financial adviser, Bank, Financial services, EU, Euro, Fund

First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.07 per share payable on April 17, 2023, to shareholders of record as of April 4, 2023.

Key Points: 
  • First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.07 per share payable on April 17, 2023, to shareholders of record as of April 4, 2023.
  • Under the Plan, the Fund intends to continue to pay a monthly distribution in the amount of $0.07 per share.
  • This distribution may consist of net investment income earned by the Fund, net short-term and long-term capital gains and/or tax deferred return of capital.
  • The Fund is a diversified, closed-end management investment company that seeks to provide a high level of current income.

First Trust Dynamic Europe Equity Income Fund Issues Notice Regarding March 2023 Distribution

Retrieved on: 
Wednesday, March 15, 2023
Professional Services, Finance, Janus, Investment, US, City, REIT, FINRA, Vaccine, Net asset value, AIB (NI), NYSE, Economic development, Risk, European, FTP, Internal Revenue Code, Indian stock exchange, Notice, NAV, European Central Bank, FTA, Judgement, Social change, COVID-19, Loss, Fraud, Disease, Central bank, ERISA, Calendar, Infection, Janus Henderson, Fund, Terrorism, Uncertainty, Real estate investment trust, Clothing, Life insurance, Financial adviser, Bank, Security (finance), Euro, EU

The Fund estimates that it has distributed more than its income and net realized capital gains; therefore, a portion of your distribution may be a return of capital.

Key Points: 
  • The Fund estimates that it has distributed more than its income and net realized capital gains; therefore, a portion of your distribution may be a return of capital.
  • A return of capital distribution does not necessarily reflect the Fund's investment performance and should not be confused with "yield" or "income."
  • The Fund will send you a Form 1099-DIV for the calendar year that will tell you how to report these distributions for federal income tax purposes.
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.