Luminus fund reallocates 379,559 Battalion Oil shares
SEC Form 4 FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSIONWashington, D.C. 20549 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP Filed pursuant to Section 16(a) of...
Category : Segregated Funds
Marex Group plc announces fourth quarter and full year 2025 results
by George
Marex Group plc (‘Marex’ or the ‘Group’; Nasdaq: MRX) a diversified global financial services platform, providing essential liquidity, market access and infrastructure services to clients...
Sun Life Financial : Annual Report (consolidated financial statements 2025 e)
by George
Market Closed – Toronto S.E. 04:15:45 2026-04-07 pm EDT 5-day change 1st Jan Change 88.82 CAD +0.45% +1.92% +3.66% Published on 03/24/2026 at 05:01 pm...
Sun Life Financial : Annual Report (notes consolidated financial statements 2025 e)
by George
Market Closed – Toronto S.E. 04:15:45 2026-04-07 pm EDT 5-day change 1st Jan Change 88.82 CAD +0.45% +1.92% +3.66% Published on 03/24/2026 at 05:01 pm...
Why demographics could prompt advisors to reconsider seg funds
by George
“You have an aging cohort of investors with wealth transfer on their minds, and one of the things they don’t want to do is transfer...
Illinois pursues abortion coverage for people with little or no insurance
by George
https://ipmnewsroom.org/wp-content/uploads/2026/04/AbortionAccess.mp3 The measure takes advantage of ACA abortion coverage SPRINGFIELD — Gov. JB Pritzker and Democrats have added a new abortion access measure to...
Beneficiary designations in estate planning
by George
It allows clients to pass assets to beneficiaries in a controlled manner while still maintaining ownership when they’re still alive, Herman added. Segregated funds can...