Bloomberg

Bloomberg
Displaying 13045 results
LIFE INSURANCE AND ANNUITIES AUG 06, 2008
Gabelli to raise $200M for buyouts

Mario Gabelli plans to raise $200 million to buy a financial services, media or telecommunications company.

RIA NEWS AUG 06, 2008
Securities America acquires Brecek & Young

Ameriprise Financial Inc. has made a splash in the roiling M&A acquisitions market for independent broker-dealers.

RIA NEWS AUG 05, 2008
Intentionally flawed trust offers tax savings

Consider a sale of assets to an intentionally defective grantor trust for the benefit of multiple younger generations.

RIA NEWS AUG 05, 2008
Eaton to redeem auction rate securities

A number of Eaton Vance's closed-end funds will redeem approximately $176 million in ARPS.

RIA NEWS AUG 05, 2008
Société Générale, Swiss Re, Northern Rock

Net income at the Société Générale slipped to $1 billion from $2.36 billion in the 2007 second quarter.

ALTERNATIVES AUG 05, 2008
Ex-Merrill exec’s hedge fund nipped in bud

Dow Kim, former head of trading and investment banking, has shelved plans to launch a hedge fund, says Bloomberg.

RETIREMENT PLANNING AUG 05, 2008
Study: Invesco AIM tops in 401(k) resources

Following Invesco AIM were American Funds Group, Fidelity Investments and OppenheimerFunds Inc.

ALTERNATIVES AUG 04, 2008
New IRS rulings affect investors

Three new revenue rulings released by the Internal Revenue Service over the past few weeks are likely to have substantial effects on investors.

RIA NEWS AUG 04, 2008
Advisers using separately managed accounts to tame bear

Tax loss harvesting and defensive portfolios have been the way to go for financial advisers who rely on separately managed accounts — particularly during rocky equity markets.

RIA NEWS AUG 04, 2008
Inflation ballooned in June

Personal spending increased 0.8% in June, marking the steepest one-month gain since a 1% increase in February 1981.