Bloomberg

Bloomberg
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FINTECH SEP 22, 2017
Edgar hack calls dramatic attention to dangers of tech and transparency

The breach adds to a growing list of concerns over the SEC's massive online system.

RIA NEWS SEP 21, 2017
Are your wealthy clients prepared when the IRS comes knocking?

Although the IRS's budget is shrinking, its efforts to audit high-net-worth individuals are increasing.

FINTECH SEP 21, 2017
Hackers may have profited from SEC breach

The hack of the agency's Edgar filing system occurred in 2016, but the regulator didn't conclude until last month that the cybercriminals may have used their bounty to make illicit trades.

RETIREMENT PLANNING SEP 21, 2017
How tax reform could squeeze the middle class

You could end up paying thousands of dollars more after tax reform than you do now.

FINTECH SEP 21, 2017
SEC hack a result of letting companies practice on Edgar filing system

It lets startups unfamiliar with filling out SEC forms get comfortable with the process. That's how it got hacked.

RIA NEWS SEP 20, 2017
Fed's two-day meeting to conclude with decision on interest-rate hike

What to watch for in this afternoon's press conference by Chairwoman Janet Yellen.

ALTERNATIVES SEP 20, 2017
Massachusetts blasts SII over nontraded REIT sales

Securities regulator says SII Investments failed to supervise agents over suitability.

FIXED INCOME SEP 20, 2017
Fed to start shrinking portfolio in October

Policymakers signal one more rate hike this year, saying storms should have only a temporary impact on the economy.

RIA NEWS SEP 20, 2017
Global economy strong, but investment outlook not so much: Vanguard

Mutual fund giant tells investors to brace for decade of 'muted returns.'

Sallie Krawcheck wants Ellevest to change the way women save for retirement
FINTECH SEP 18, 2017
Sallie Krawcheck wants Ellevest to change the way women save for retirement

The former wealth management executive's startup robo-adviser tailors portfolios to women's distinct career paths.