Bloomberg

Bloomberg
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ETFS SEP 05, 2014
F-Squared says regulators considering action over performance claims

Exchange-traded fund portfolio builder gets Wells notice from SEC.

RETIREMENT PLANNING SEP 04, 2014
Two foolproof tricks for financial procrastinators

Every time a decision or action is postponed, the chance that it will be completely forgotten increases. Here's how to short-circuit forgetfulness.

EQUITIES SEP 04, 2014
BofA seeks to prove Buffett right after U.S. settlement

Billionaire Warren Buffett predicted Bank of America will become a profit powerhouse once it finally resolves legal battles that have sapped funds and distracted managers. Now we'll find out if he's right.

FINTECH SEP 03, 2014
Even tech-driven practices have tech-averse clients

Tips on working with elderly clients who have not grown up with the Internet, e-mail and secure portals.

FINTECH SEP 02, 2014
Don't embarrass Grandma – or your clients

Maintain strict security policies on company cloud files – and no naked selfies, please

ALTERNATIVES SEP 02, 2014
Avoid hedge funds' ETF termite problem

Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.

RIA NEWS AUG 29, 2014
Bond market convinced Fed inflation goal elusive this decade

That may make it harder for Fed officials to raise interest rates from close to zero as global growth weakens; deflation a bigger concern.

RETIREMENT PLANNING AUG 27, 2014
The 401(k) retirement complex: Retooling Americans' nest egg

Jerry Schlichter says 401(k)s — and the 401(k) retirement complex — need to retool so they work primarily in the best interests of American savers.

RIA NEWS AUG 26, 2014
Investors skeptical even as stocks top records

Last time the stock market reached these highs, car salesmen were quitting to become day traders. We've learned a few things since then.

PRACTICE MANAGEMENT AUG 26, 2014
Advisers put a green thumb on their businesses

Environmentally friendly methods extend beyond the portfolio.