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NEWS INDUSTRY NEWS MAY 31, 2015
This 99-year-old investment adviser has never lost a client

As one of the oldest working professionals in an industry run by men half her age, Irene Bergman, nearing her 100th birthday, offers a rare perspective and some advice: Move slowly.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 31, 2015
This 99-year-old adviser has never lost a client

As one of the oldest working professionals in an industry run by men half her age, Irene Bergman, nearing her 100th birthday, offers a rare perspective and some advice for enjoying a long career. And she's never lost a client.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 29, 2015
Revolving door: Goldman's Donohue heading back to SEC

Veteran returns from Wall Street to the agency where he previously served as head of investment management.

NEWS INDUSTRY NEWS MAY 27, 2015
Five years in, Janus CEO Richard Weil beats the odds but has more work to do

After the dust from the Bill Gross hiring has settled, verdict is still out as to whether Janus CEO Richard Weil can bring the company's financial metrics up to the level of its competitors.

RETIREMENT RETIREMENT PLANNING MAY 27, 2015
Mansions swallow older homes as teardowns rise

Is this gentrification or adding value? A familiar debate over city centers moves to the suburbs.

RETIREMENT RETIREMENT PLANNING MAY 26, 2015
How a financial 'coach' can screw up your life

Anyone can hang out a shingle as a coach, but have they been trained?

INVESTING EQUITIES MAY 26, 2015
China ETFs plunge as investors fear regulators will curb markets

The largest U.S. exchange-traded funds tracking Chinese dropped sharply on concern the nation's equity markets will retreat after posting world-beating rallies as policy makers take measures to slow gains.

Ex-JPMorgan Chase broker charged with stealing $20M from clients
NEWS INDUSTRY NEWS MAY 26, 2015
Ex-JPMorgan Chase broker charged with stealing $20M from clients

Allegedly was investing in municipal securities, but pocketed money instead

Hold on to 30-year Treasuries or even add some more, portfolio manager says
INVESTING FIXED INCOME MAY 22, 2015
Hold on to 30-year Treasuries or even add some more, portfolio manager says

Western Asset Management boosts holdings of longer-dated U.S. government bonds to levels not seen since the end of 2014.

NEWS INDUSTRY NEWS MAY 21, 2015
A perfect ETF?

A Vanguard fund is exactly tracking its benchmark, meaning that, momentarily, it's free for investors.