Bloomberg

Bloomberg
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RIA NEWS DEC 29, 2014
The best, worst investment bets of 2014

These are the moves that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.

EQUITIES DEC 29, 2014
Small caps break record as rally broadens out amid sluggish trade

The Russell 2000 Index climbed to an all-time high and the Nasdaq Composite Index reached a level not seen since 2000 as an equities rally that started last week continued through one of the slowest trading days of the year.

FINTECH DEC 29, 2014
From robo to artificial intelligence to help clients

Facing the threat of competition from Google and Amazon, UBS turns to AI to deliver personalized advice.

REGULATION, LEGAL & COMPLIANCE DEC 29, 2014
Bernie Madoff's last surviving son Andrew dies at 48

Insisted he had nothing to do with his father's massive Ponzi scheme.

PRACTICE MANAGEMENT DEC 23, 2014
The Buffett brand, borrowed by everyone from tech titans to fishermen

The third-wealthiest man is also a Great Leveler, exempted from the rancor and distrust between Main Street and Wall Street. And anyone can use his name.

ALTERNATIVES DEC 23, 2014
Meredith Whitney's big hedge fund investor wants out as performance flags

As one investor, with $50 million in the well-known analyst's fund, asks for redemption, three execs depart from fund that launched in November 2013.

PRACTICE MANAGEMENT DEC 22, 2014
Holiday-themed currency? Old St. Nick used to be on dollars

The surprising reason banks used Santa's image on tender

PRACTICE MANAGEMENT DEC 22, 2014
JPMorgan's fund choices for its clients said to be under regulatory review

The SEC is reviewing whether conflicts of interest led the firm to sell certain products to individual clients.

ALTERNATIVES DEC 21, 2014
Homebuilders lag real estate investment trusts amid U.S. rebound

The gap will probably endure for years as job growth spurs demand for office, retail and apartment properties faster than Americans can buy new houses.

MUTUAL FUNDS DEC 19, 2014
Investors move to Janus as new Gross-run fund adds $769 million

Janus Global Unconstrained Bond Fund reports assets of $1.21B; fund returned 0.38% in November, beating 85% of peers.