Bloomberg

Bloomberg
Displaying 13046 results
PRACTICE MANAGEMENT APR 16, 2014
Where are the female CFP professionals?

CFP Board to announce results of new research on “feminine famine” in financial advice

FINTECH APR 15, 2014
Why compliance is the "Green Eggs and Ham" of financial services

Following the rules while using social media is not as hard as you think. Try it. You might like it.

RETIREMENT PLANNING MAR 31, 2014
Anticipate the challenges of aging in place

As the population of seniors grows and life expectancies continue to increase, research shows that most people would prefer to live in their own homes as they age. Working with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we identified key issues to address as you help your clients consider the realities of aging in place.

RIA NEWS MAR 21, 2014
El-Erian clashed with Gross before resigning from Pimco

Pimco's Mohamed El-Erian clashed with co-founder Bill Gross over trading strategy, personnel decisions and other issues before announcing that he's leaving the firm.

PRACTICE MANAGEMENT MAR 17, 2014
Tuning in to adviser needs with ensemble practices

Ensemble and super ensemble practices are becoming the most popular choice of business model for independent advisers.

ETFS FEB 27, 2014
New deal could build competition among China-stock ETFs

Market Vectors partnership gives U.S. investors direct access to Chinese exchanges.

FINTECH FEB 25, 2014
Native apps: The adviser's best friend

The native approach keeps essential data centralized on one platform.

FINTECH FEB 24, 2014
Finding your digital rhythm

Getting past the fundamentals of having a digital presence can take time in our industry. Thankfully, the momentum has picked up from regulators during the past two years, offering more functional guidance. Likewise many individuals and firms have been experimenting enough to be prepared to graduate to the next level.

RETIREMENT PLANNING FEB 14, 2014
This retirement expert got death threats for her policy reform ideas

The New School's Teresa Ghilarducci weighs in on mandated savings, risk aversion and avoiding fees.

ALTERNATIVES FEB 11, 2014
Energy efficiency: Taking advantage of growth opportunities

The next 12 months look promising across the energy efficiency, renewable energy, water and waste recovery sectors, buoyed by a broad-based cyclical recovery from the deepest downturn in living memory.