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5 results for “mutual fund”
India to roll out common customer ID for banks, insurers; mutual funds to follow, sources say - Reuters
India is implementing a unified customer identification system across banks and insurers, with mutual funds scheduled to join later, aiming to streamline KYC compliance and reduce duplication.
Jul 24, 2026
Selling Mutual Funds/ETFS in Personal Account to move to Roth IRA?
A Reddit user asks whether to sell mutual funds and ETFs held in a taxable brokerage account to fund a Roth IRA, acknowledging past investment missteps.
Jul 23, 2026
Morgan Stanley’s ETRADE Rolls Out Direct Spot Trading for Bitcoin, Ethereum, Solana
Morgan Stanley's ETRADE brokerage launched direct spot trading for Bitcoin, Ethereum, and Solana, enabling eligible U.S. retail clients to transact in these cryptocurrencies within existing brokerage accounts alongside traditional assets.
Jul 18, 2026
States Should Not Mistake Long-Term Investing for Abandonment
The Investment Company Institute published a blog post arguing that long-term investor inactivity should not be misinterpreted by policymakers as disengagement or abandonment of financial markets.
Jul 15, 2026
I am located in the United States and need some perspective on how to handle a highly uncomfortable situation with my financial advisor cleanly and professionally.
A U.S. investor reports unauthorized mutual fund trades and front-end load fees in their Traditional IRA, executed without consent or signature by their financial advisor, who refuses to refund the charges unless the client converts to a fee-based advisory model.
Jul 15, 2026