UITs

News and analysis on unit investment trusts. A UIT is an investment company that offers a fixed portfolio, typically of stocks and bonds, as redeemable units to investors.

Ex-Broker Barred After Refusing to Respond to FINRA Probe

August 21, 2024

Ex-Broker Barred After Refusing to Respond to FINRA Probe
FINRA's Top 5 Fine Categories in 2021

March 11, 2022

FINRA's Top 5 Fine Categories in 2021
FINRA Caps Off UIT Rollover Sweep With $2M Fine on Wells Fargo Unit

December 13, 2021

FINRA Caps Off UIT Rollover Sweep With $2M Fine on Wells Fargo Unit
Merrill to Pay More Than $11M Over UIT Rollovers

June 25, 2021

Merrill to Pay More Than $11M Over UIT Rollovers