Bloomberg

Bloomberg
Displaying 13163 results
INVESTING LIFE INSURANCE AND ANNUITIES MAY 09, 2018
FedEx shifts pension obligations by purchasing $6 billion group annuity

The pension risk transfer is the biggest since 2012, when Verizon purchased a $7.5 billion annuity

RIAS RIA NEWS MAY 09, 2018
Money managers parse the current state of the market, and how they advise their clients

Focus on pricing power, whether growth is sustainable, earnings and volatility.

ADVISOR NEWS FINTECH MAY 09, 2018
BlackRock bets on small-time investors with stake in Acorns

Giant asset manager invests in app that lets individuals put spare change from purchases into ETF portfolios.

INVESTING LIFE INSURANCE AND ANNUITIES MAY 08, 2018
Finra fines Fifth Third Securities $4 million for variable-annuity violations

In second major VA enforcement action against Fifth Third, firm also must pay $2 million in restitution.

ADVISOR NEWS RETIREMENT PLANNING MAY 07, 2018
Auto features boost plan participants' retirement income replacement level

Participants who are auto-enrolled are on track to replace more of their income in retirement, Empower survey shows

RIAS PRACTICE MANAGEMENT MAY 07, 2018
Fidelity reportedly fires about 200 for abusing employee benefit

Axed employees said to abuse benefit that reimbursed them for a portion of the cost of a computer.

ADVISOR NEWS REGULATION AND LEGISLATION MAY 07, 2018
N.J. homeowners get law to skirt Trump's lowered tax deductions

State will let homeowners declare property taxes as charitable donations.

INVESTING FIXED INCOME MAY 07, 2018
Fidelity manager hasn't been this excited by bonds in five years

At current levels, the market has already priced in three more Fed rate hikes, Jeff Moore argues.

INVESTING FIXED INCOME MAY 04, 2018
Corporate bonds look risky after a decade of heavy issuance

Some institutional investors are turning cautious on company debt as Fed tightening hikes companies' borrowing costs.

RIAS PRACTICE MANAGEMENT MAY 04, 2018
Gig ruling creates hurdle for employers

California Supreme Court's Dynamex decision could force other companies in the state to rethink their relationship with workers.