Bloomberg

Bloomberg
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REGULATION, LEGAL & COMPLIANCE DEC 20, 2017
Former State Farm rep barred by Finra

Kim Le's outside business activities were subject of investigation

MUTUAL FUNDS DEC 20, 2017
Political ETFs have fair share of haters

Getting even a rough sense of how governments influence share prices is a task fraught with peril.

FINTECH DEC 20, 2017
Two more bitcoin ETFs test luck with SEC

The GraniteShares Bitcoin ETF and the GraniteShares Short Bitcoin ETF would trade on the Cboe BZX exchange.

REGULATION, LEGAL & COMPLIANCE DEC 20, 2017
Congress sends Trump tax-cut bill

House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years.

PRACTICE MANAGEMENT DEC 20, 2017
How the tax bill will affect 8 families

The savings from the landmark tax bill depend on where people live, how they earn a living and their family size.

RIA NEWS DEC 19, 2017
House passes GOP tax bill

The sweeping overhaul delivers a deep, lasting cut for corporations and temporary benefits for most individuals.

RETIREMENT PLANNING DEC 19, 2017
Getting retirees to spend more money can be a hard sell for advisers

After a lifetime of saving, spending money doesn't come easy to some.

RIA NEWS DEC 18, 2017
How your clients can exploit the new tax bill right now

5 things to do in 2017, assuming tax-reform legislation becomes law

RIA NEWS DEC 15, 2017
Income-tax brackets in combined GOP bill

New rates contain an unpleasant surprise for married couples who make between $600,000 and $1 million.

PRACTICE MANAGEMENT DEC 15, 2017
For brokers, tax bill could bring shakeups and job changes

Brokers set up as partnerships or contractors could use pass-throughs, but employee-channel brokers could not.