Bloomberg

Bloomberg
Displaying 13045 results
Elizabeth Warren proposes boosting Social Security benefits by raising taxes
RETIREMENT PLANNING SEP 12, 2019
Elizabeth Warren proposes boosting Social Security benefits by raising taxes

Her plan would hike payroll taxes on incomes over $250,000 to increase monthly benefits by $200.

Advisers have much to learn about next generation clients
RIA NEWS SEP 12, 2019
Advisers have much to learn about next generation clients

Millennials are savers — not so much investors — and other important info about this set.

Senator Ron Wyden suggests annual tax on assets of rich
REGULATION, LEGAL & COMPLIANCE SEP 12, 2019
Senator Ron Wyden suggests annual tax on assets of rich

Top Democrat on the Senate Finance Committee, seeks to change longstanding tax code that taxes aren't due until something is sold.

What's driving value in the booming 401(k) adviser M&A market?
RETIREMENT PLANNING SEP 12, 2019
What's driving value in the booming 401(k) adviser M&A market?

Many advisers fear missing out as they see their peers get historically high multiples.

Schwab to cut 600 jobs in 'challenging' economic climate
PRACTICE MANAGEMENT SEP 11, 2019
Schwab to cut 600 jobs in 'challenging' economic climate

The company's earnings from net interest on client cash have been squeezed by falling interest rates.

Trump ups pressure on Fed, seeking rates of zero 'or less'
FIXED INCOME SEP 11, 2019
Trump ups pressure on Fed, seeking rates of zero 'or less'

The president's tweets suggest lower rates would allow the U.S. to refinance its outstanding debt.

Richest would have lost half their wealth under Warren's tax plan
REGULATION, LEGAL & COMPLIANCE SEP 10, 2019
Richest would have lost half their wealth under Warren's tax plan

Study looks at how the Massachusetts senator's plan would have affected the wealthiest if it had been in place since 1982

Focus on these steps for boosting D&I in advice industry
PRACTICE MANAGEMENT SEP 10, 2019
Focus on these steps for boosting D&I in advice industry

Robert Shiller shares his thoughts on the 2020 election and the economy
RIA NEWS SEP 09, 2019
Robert Shiller shares his thoughts on the 2020 election and the economy

The Nobel Prize winner says the odds of a recession in 2020 are less than 50%.

UBS considering mergers to cope with European banking market malaise
WIREHOUSES SEP 05, 2019
UBS considering mergers to cope with European banking market malaise

But consolidation in Europe has proven challenging, with Deutsche Bank and Commerzbank breaking off talks earlier this year.