Bloomberg

Bloomberg
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SEC forces cities, states to reveal bank loans
INVESTING FIXED INCOME AUG 20, 2018
SEC forces cities, states to reveal bank loans

Lending to state and local governments has surged since the financial crisis.

The 4 biggest risks for U.S. equity investors
RIAS RIA NEWS AUG 20, 2018
The 4 biggest risks for U.S. equity investors

Uncertain growth in the global economy tops the list; Turkey is at the bottom.

Money managers prep for $1.5 trillion in corporate cash
INVESTING MUTUAL FUNDS AUG 17, 2018
Money managers prep for $1.5 trillion in corporate cash

Big players like Fidelity and BlackRock are creating new strategies for companies that are repatriating overseas funds.

Trump wants SEC to look at axing quarterly earnings reports
ADVISOR NEWS REGULATION AND LEGISLATION AUG 17, 2018
Trump wants SEC to look at axing quarterly earnings reports

President suggests in a tweet that semiannual reporting would be better for business.

Funerals are becoming one last extravagant display of wealth
RIAS RIA NEWS AUG 17, 2018
Funerals are becoming one last extravagant display of wealth

Rolls-Royce hearses and gospel choirs are among the features of high-end memorial services.

Cerulli to take over MMI's data platform
ADVISOR NEWS FINTECH AUG 16, 2018
Cerulli to take over MMI's data platform

New effort will combine historical, current data.

Pension plans are the new tax dodge for rich business owners
ADVISOR NEWS RETIREMENT PLANNING AUG 16, 2018
Pension plans are the new tax dodge for rich business owners

Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.

Pensions are the new tax dodge, especially for rich business owners
ADVISOR NEWS RETIREMENT PLANNING AUG 15, 2018
Pensions are the new tax dodge, especially for rich business owners

Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.

Bull run that has taken U.S. equities to record highs may be nearing peak
INVESTING EQUITIES AUG 14, 2018
Bull run that has taken U.S. equities to record highs may be nearing peak

Bank of America Merrill Lynch survey suggests bull run approaching peak, while survey respondents cite a trade war as biggest risk

Wells Fargo loses $161 million team to Ameriprise
RIAS RIA NEWS AUG 14, 2018
Wells Fargo loses $161 million team to Ameriprise

John Burg and Tamara Colon of Temecula, Calif., join employee unit.