Bloomberg

Bloomberg
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RIA NEWS FEB 15, 2018
Fed seen speeding up rate hikes

Economists now expect four Fed hikes this year, as government spending package lifts growth and inflation.

ETFS FEB 15, 2018
ETF alphabet soup obscures market risks

Industry executives call for clearer classification of exchange-traded products after the XIV ETN plummeted last week.

PRACTICE MANAGEMENT FEB 15, 2018
Encourage diverse individuals to be leaders

Ask these questions to make sure you're not limiting the success of minorities or women.

RETIREMENT PLANNING FEB 15, 2018
New details into MetLife pension scandal raise questions and alarms

State and federal inquiries promise to drag on for months.

FINTECH FEB 14, 2018
Legislation is needed to help heirs access bitcoin accounts

ETFS FEB 14, 2018
Volatility-tied note that crashed was meant for hedge funds: Credit Suisse CEO

Prospectus warned that the exchange-traded note has 'zero long-term value,' Thiam says.

PRACTICE MANAGEMENT FEB 14, 2018
Don't sell your soul for a large transition package

Advisers should carefully scrutinize the package they're offered for moving their practice to a new firm.

EQUITIES FEB 13, 2018
Active funds shone during sell-off

Equity mutual funds beat benchmarks across the board, with the large-cap growth category doing best.

EP Wealth Advisors acquires Millie Capital Management
RIA NEWS FEB 13, 2018
EP Wealth Advisors acquires Millie Capital Management

Acquisition expands Northern California footprint and adds $240M in AUM.

RETIREMENT PLANNING FEB 12, 2018
Target-date assets continue to climb

TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey