Bloomberg

Bloomberg
Displaying 13134 results
INVESTING EQUITIES AUG 28, 2017
Pension funds expected to shift as much as $1trillion from stocks to bonds: Wells Fargo

Analyst says pensions will move to lock in gains and reduce risk over next five years .

RETIREMENT TAX AUG 25, 2017
Killing estate tax could kill charitable giving

In 2010, when the estate tax was temporarily repealed, gross charitable bequests in IRS tax filings dropped 37 percent, and some fear it could happen again.

RETIREMENT RETIREMENT PLANNING AUG 25, 2017
Investment consultants have poor record recommending funds

On average, their choices tended to return about 1.12 percentage points less than the ones they didn't recommend, according to a new study.

NEWS REGULATION AND LEGISLATION AUG 25, 2017
SEC gets court to freeze assets of former LPL broker

Sonya Camarco stole money from clients for 13 years, regulator claims.

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
This age group controls the most wealth in the U.S.

The wealthy have probably always been older than the general population.

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
What your credit score reveals about your love life

The higher the credit score, the likelier you are to form a romantic relationship.

NEWS RIAS AUG 24, 2017
Finra bars former AXA rep

Cleveland office fired him last year for possible market manipulation

INVESTING FIXED INCOME AUG 24, 2017
Big U.S. banks could see profits jump 20% with deregulation

Allowing bond purchases with borrowed funds would have the biggest impact

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
Retiree health care costs up 6%, new study finds

A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.

RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Why most of your richest clients are also the oldest

One explanation is that they're staying much healthier than other Americans.