Bloomberg

Bloomberg
Displaying 13147 results
RIAS RIA NEWS MAR 02, 2018
US Treasury, IRS seek to close loophole sought out by hedge-fund managers

Regulations will be issued barring use of S corporations to avoid paying higher taxes on carried-interest profits.

ADVISOR NEWS FINTECH MAR 02, 2018
Investment technology: Can Alexa handle multi-account portfolio management?

Managing clients' investments in a unified manner is here to stay, and advisers should keep that in mind when selecting technology.

RIAS RIA NEWS MAR 02, 2018
BlackRock exploring funds that exclude gun makers, retailers

The world's largest asset manager is working with clients who want to eliminate exposure to firearms.

RIAS RIA NEWS MAR 01, 2018
Outside activities lead Finra to bar former J.P. Morgan rep

A hearing no-show, Pavel Shklyar of New Jersey was terminated last month.

ADVISOR NEWS RETIREMENT PLANNING MAR 01, 2018
Startup offers annuities online on a subscription plan

Blueprint Income's founders aim to save America from retirement insecurity.

RIAS RIA NEWS FEB 28, 2018
HD Vest adds $240 million rep from Raymond James

Team led by accountant Richard Mitchen based in Baton Rouge, La.

INVESTING ETFS FEB 28, 2018
Smart-beta ETFs are hot for teachers

Well-known academics are signing up to advise asset managers on factors for smart-beta funds.

RIAS RIA NEWS FEB 28, 2018
Treasury calculator helps taxpayers ensure accurate federal tax withholdings

Most Americans should see boost in take-home pay as result of recent tax overhaul, estimates show.

RIAS RIA NEWS FEB 27, 2018
Charles Brandes steps down as chairman of investment firm

Founder of $31.2 billion firm exits after a divorce dispute.

INVESTING MUTUAL FUNDS FEB 27, 2018
Passive becomes the new active

With millions of indexes out there, a passive fund manager's choice of an index is an active decision.