Bloomberg

Bloomberg
Displaying 13176 results
WIREHOUSES DEC 10, 2007
UBS, 2 reps hit with rare award on punitive damages

A stunning $4.6 million award against UBS Financial Services Inc. and two of its brokers late last month revealed how irate the arbitrators were with UBS.

MUTUAL FUNDS DEC 10, 2007
Five-year performance numbers may be misleading

As 2008 rolls around, it will bring an important historical marker: The five-year anniversary of the bull market.

RETIREMENT PLANNING DEC 10, 2007
CPAs for small businesses may offer 401(k) plans

Certified public accountants who serve small businesses are poised to offer 401(k) plans to their clients, said Chandra Bhansali, president of AccountantsWorld LLC, an online company that provides payroll assistance to 110,000 accountants.

RIA NEWS DEC 10, 2007
More children seen vulnerable to 'kiddie tax'

More children could be trapped by the dreaded "kiddie tax" this year.

RIA NEWS DEC 10, 2007
True wealth realized by pursuing passions

Building wealth beyond dollars for clients is more challenging and gratifying than peppering their holdings with the latest hot stock pick or designing a soundly diversified portfolio.

RIA NEWS DEC 07, 2007
Consumer optimism rebounds after drop

Consumer sentiment stabilized in November after a steep decline in October, according to the RBC CASH Index.

REGULATION AND LEGISLATION DEC 07, 2007
AMT 'patched'; carried tax scuttled

The Senate approved a bill that would prevent 19 million middle-class taxpayers from paying the AMT this year.

LIFE INSURANCE AND ANNUITIES DEC 07, 2007
Insurers lobby for regulation options

Two organizations want insurers to have the option of being regulated federally or by the states.

ALTERNATIVES DEC 07, 2007
Hedge fund assets reach $4 trillion

Hedge fund assets have increased by 11% in the past six months, according to HFM.

ALTERNATIVES DEC 07, 2007
HFR: Hedge funds fell 1.4% in November

Hedge fund returns fell November, reflecting declines in the major stock markets, the credit crunch and concerns about business slowdowns.