Bloomberg

Bloomberg
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RIAS RIA NEWS MAY 25, 2018
Former hedge fund CFO barred, ordered to pay $227,500 penalty

SEC alleged that Perry Gruss abetted cash moves at defunct D.B. Zwirn.

ADVISOR NEWS RETIREMENT PLANNING MAY 24, 2018
Tax reform puts prenups in jeopardy

The elimination of the deduction for alimony payments calls into question existing prenuptial agreements.

RIAS RIA NEWS MAY 24, 2018
Finra panel awards couple $800,000 in case against Oppenheimer

Says firm was negligent in case involving energy stock selection.

RIAS RIA NEWS MAY 24, 2018
IRS warns taxpayers about using property taxes as 'contributions' to charity

Workarounds to avoid federal limits on state and local taxes in some states could be considered tax evasion.

RIAS RIA NEWS MAY 23, 2018
Exactly how rich is 'rich'?

The private banking world says $25 million.

ADVISOR NEWS WIREHOUSES MAY 23, 2018
Morgan Stanley wants to double asset manager's size to $1 trillion

As a wave of mergers hits the asset management industry, some analysts question whether the firm should make an acquisition

INVESTING ETFS MAY 22, 2018
As it gets easier to start an ETF, is there still a role for white-label fund firms?

Regulators are cutting the red tape involved, but firms say they can still help with setting up fund infrastructure.

INVESTING ETFS MAY 22, 2018
Running this bond ETF is like solving a $55 billion Rubik's Cube

The world's biggest bond ETF tracks a benchmark that contains 9,917 bonds, many of them illiquid.

RIAS RIA NEWS MAY 21, 2018
Iconiq fires executive after 30-year-old sexual assault charge comes to light

As #MeToo movement rages, big investors are taking deeper look at who handles their money.

INVESTING ALTERNATIVES MAY 21, 2018
Gold bulls head for the exits on strong dollar, lack of fear

Even physical demand has been slowing.