Bloomberg

Bloomberg
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RETIREMENT RETIREMENT PLANNING DEC 03, 2015
How wealth distribution really affects charitable giving

A new study found rich people in states with the most skewed income scales were significantly less generous than their peers in states where wealth is more evenly distributed.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 03, 2015
5 ways to 'sock' it to your clients

If people know you're thinking about their lives, they're more likely to want to do business.

Wells Fargo CEO Stumpf says firm's wealth-, investment-management business is biggest growth opportunity
NEWS WIREHOUSES DEC 02, 2015
Wells Fargo CEO Stumpf says firm's wealth-, investment-management business is biggest growth opportunity

Wells Fargo's wealth- and investment-management business has the potential to earn multiples of what it brings in now, making it the firm's largest growth opportunity, chief executive John Stumpf said.

Stocks barely move as investors keep focus on economy and Fed
INVESTING EQUITIES DEC 02, 2015
Stocks barely move as investors keep focus on economy and Fed

The year's strongest week for equities was followed by one of its quietest, with energy stocks underpinning microscopic gains in a holiday-shortened week as investors kept their focus on the Federal Reserve.

NEWS INDUSTRY NEWS DEC 02, 2015
JPMorgan under investigation over fund sales

The SEC and other authorities are seeking information about the bank's use of proprietary products in its wealth management unit.

This new ETF tracks the green version of the S&P 500
INVESTING EQUITIES DEC 01, 2015
This new ETF tracks the green version of the S&P 500

The SPDR S&P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 01, 2015
Being nice to your waiter could get you a job

Home Depot co-founder Ken Langone says how job candidates interact with a restaurant's staff says a lot about their ability to manage employees.

RETIREMENT RETIREMENT PLANNING DEC 01, 2015
How U.S. health-care costs stack up against the rest of the world

Americans spend an average of $9,146 a year on health care.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 01, 2015
The real reason holiday office parties are declining

Even as the economy improves and companies spend more, the holiday office party is going by the wayside.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 01, 2015
4 telltale signs you're in a dead-end job

These company policies can signal that advancement will be difficult for the average employee.