Northern Trust

Advisor Upside

Don’t Let Clients Get Burned by Restricted Stock Units at Tax Time

Photo via Liu Yanan / Xinhua News Agency/Newscom

There’s often a gap between what a stock award looks like on paper and what it means after withholding and taxes.

2 min read

Photo via imageBROKER/Steve Heap/Newscom

ETF Upside

Northern Trust Initiates Record-Breaking Mutual-Fund-to-ETF Conversion

The company will convert six mutual funds with collective assets of $33 billion.

2 min read
Photo by Mário Maia via Unsplash

ETF Upside

Why Northern Trust Nixed the FlexShares Name

More than a few companies include “shares” in ETF product titles, and Northern Trust is among a few that have changed course.

2 min read
Photo by Getty Images via Unsplash

ETF Upside

Northern Trust Becomes Latest Firm to Apply for ETF Share Classes

The firm joins a growing list of issuers looking to launch the strategy.

2 min read

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