Sentences with phrase «mutual fund assets passing»

With mutual fund assets passing the $ 10 trillion mark and growing steadily, critics of this fee are seriously questioning the justification for using it.

Not exact matches

Following the financial crisis, I argued that regulators should look into whether or not the mutual fund rules and current accounting rules were appropriately structured given the growing presence of firms like Berkshire Hathaway (BRKA), which get a pass from daily net asset value calculations and other requirements.

Now that the Canadian ETF industry has passed the magic milestone of $ 100 billion in assets, the threat to the established mutual fund industry is palpable

When someone passes away and leaves their stocks, bonds, mutual funds, properties, and many other assets to family members, the beneficiary often receives the assets at a stepped up cost basis.