mutual fund | Law Firm Newswire

Virginia Beach, VA (Law Firm Newswire) June 9, 2016 – When an individual or family has an estate plan, it is important to review the documents periodically, and to update them. It is also important to make certain that specific assets are contained within the trust. Any changes in the financial or family situation should be reflected in a revision of the estate planning documents. There are some life events that may prompt the testator to review the estate plan. “Due to changes in circumstances, it is advisable to review the estate plan whenever there is a major life-changing event, […]


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New York, NY (Law Firm Newswire) January 19, 2016 – Zamansky LLC announces that it is investigating the Waddell and Reed’s Ivy High Income Fund for excessive risk and lack of disclosure. The Ivy High Income Fund is a high yield debt mutual fund that is registered under the Investment Company Act of 1940. It is managed by a subsidiary of Waddell & Reed Financial Inc., a public company with over $71 billion under management, and has retail and institutional share classes (Fund symbols: WHIAX, WHIBX and WRHIX). On December 15, 2015, Bloomberg News reported that Waddell & Reed Financial […]


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