Bloomberg

Bloomberg
Displaying 13142 results
YOUR PRACTICE PRACTICE MANAGEMENT FEB 08, 2017
Houston-area Lifestyle Financial Advisors merges with nearby adviser

Addition of Laura Nagle's practice will bring total AUM to $510 million

YOUR PRACTICE PRACTICE MANAGEMENT FEB 08, 2017
Companies expand benefits to help workers deal with sickness and death

Family medical and bereavement leave is the next frontier, and one company's foray into it could prompt others to follow.

RETIREMENT TAX FEB 06, 2017
IRS wants $700 million from Michael Jackson estate

Says his name and likeness were undervalued at death; "What about Marilyn?" his attorneys ask

Trump to order halt of fiduciary rule, review of Dodd-Frank
NEWS REGULATION AND LEGISLATION FEB 06, 2017
Trump to order halt of fiduciary rule, review of Dodd-Frank

Delaying implementation of the Labor Department rule is the first step Republicans and the finance industry are eyeing as part of a broader overhaul of the measure.

3 ways to protect your 401(k) if Trump nixes the fiduciary rule
RETIREMENT RETIREMENT PLANNING FEB 06, 2017
3 ways to protect your 401(k) if Trump nixes the fiduciary rule

By asking these questions, investors can avoid financial advisers who don't put their interests first.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 05, 2017
Decisions in 3 key areas separate top-performing firms from masses

RETIREMENT RETIREMENT PLANNING FEB 02, 2017
Getting married in America is more expensive than ever

Couples spend an average of $78,464 to get married in the most expensive wedding location — and the honeymoon isn't included.

RETIREMENT RETIREMENT PLANNING FEB 02, 2017
Trump is acting on everything except your retirement

Social Security simply doesn't provide enough income for people without defined benefit pensions and 401(k)s who can't afford to save, or to save more.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 01, 2017
Cross-selling a big focus for JPMorgan private bankers working with wealthy clients

Every company wants to sell its own products, and JPMorgan, the nation's biggest bank, is no different.

INVESTING FIXED INCOME FEB 01, 2017
Meet the woman who's turning around Pimco

On Jackie Hunt's watch, home of what was once the world's largest bond firm reported its first net inflows since 2013, ending a painful period that culminated in the departure of star co-founder Bill Gross.