Bloomberg

Bloomberg
Displaying 13046 results
RETIREMENT PLANNING JUL 18, 2017
American dream sinking into abyss of uncertainty

Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.

LIFE INSURANCE AND ANNUITIES JUL 18, 2017
Indie BD managing $520 million becomes OSJ

HBW Securities in Simi Valley, California, takes 55 reps to Cetera

PRACTICE MANAGEMENT JUL 14, 2017
Edward Jones fined $750,000 over account aggregation violations

Finra says firm did not have adequate procedures to track consolidated reports to clients.

PRACTICE MANAGEMENT JUL 14, 2017
Kids make same financial mistakes as parents: study

A study of 30 million personal loans finds that when it comes to risk attitude, the apple doesn't fall far from the tree.

RIA NEWS JUL 14, 2017
DFPG Investments acquires RIA managing $220 million

Addition brings AUM at Salt Lake City brokerage/RIA to $1 billion.

RETIREMENT PLANNING JUL 13, 2017
Men vs. women: Who gets the most out of marriage?

Research finds a woman and a man can have significantly different views of the same marriage.

RIA NEWS JUL 13, 2017
Protecting your kids from identity theft

Once they have a child's Social Security number, hackers can apply for government benefits, open bank and credit card accounts, apply for a loan or rent a place to live.

RETIREMENT PLANNING JUL 13, 2017
Why Americans can't seem to retire

The share of older people in the workforce is higher than at any point since before the creation of Medicare.

RIA NEWS JUL 13, 2017
Vanguard CEO McNabb to step down

Tim Buckley, firm's current chief investment officer, will become president immediately and take the chief executive role Jan. 1.

MUTUAL FUNDS JUL 12, 2017
Asset management revenue, profits down in 2016 for first time since 2008

Investors are increasingly shifting their money to passively managed strategies.