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Bloomberg
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NEWS REGULATION AND LEGISLATION NOV 16, 2017
House passes tax bill, focus turns to Senate

Tax reform legislation expected to have more of a challenge in upper chamber.

NEWS REGULATION AND LEGISLATION NOV 15, 2017
Consumer Financial Protection Bureau's Cordray to step down

His departure gives Trump a chance to remake the agency.

NEWS INDUSTRY NEWS NOV 15, 2017
Help Clients Make Charitable Giving History

Schwab Charitable: Strong markets, possible tax reform, and disaster recovery may trigger the biggest charitable giving year in U.S. history

NEWS REGULATION AND LEGISLATION NOV 14, 2017
Repealing estate tax could open new path to wealth for clients

The solution may be for legislation to preserve the step-up in basis for inherited assets.

RETIREMENT RETIREMENT PLANNING NOV 13, 2017
Largest U.S. pension fund may slash exposure to stocks

Calpers may double its bond allocation to reduce risk and volatility as the bull market approaches nine years.

INVESTING EQUITIES NOV 10, 2017
Jeffrey Gundlach called it on risky link between stocks and junk bonds

DoubleLine Capital co-founder takes to Twitter to express his validation as FAANGs fall.

RETIREMENT RETIREMENT PLANNING NOV 10, 2017
Everything you need to know about the Senate GOP tax proposal

Here's how the Senate proposal compares with the House version so far on key areas.

NEWS REGULATION AND LEGISLATION NOV 09, 2017
Tax reform: House bill revisions include lower pass-through rate for small businesses

Last-minute changes also include restoration of adoption credit and elimination of limits on interest deductions for car dealers.

YOUR PRACTICE FINTECH NOV 08, 2017
Capitect using technology to deliver 'mass personalization' to portfolios

Software could disrupt model marketplaces and increase value of investment management

NEWS INDUSTRY NEWS NOV 07, 2017
Finra bars former AXA broker for no-show

Adam Ocner allegedly took funds from branch manager.