Bloomberg

Bloomberg
Displaying 13117 results
INVESTING 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.

INVESTING EQUITIES FEB 05, 2014
Sustained drop in stocks not likely despite uncertainties, global worries

Citing weak but recovering economy, monetary policy, Nuveen's Doll says, "We have been in the sweet spot for some time, and it is likely to continue."

YOUR PRACTICE PRACTICE MANAGEMENT FEB 04, 2014
Lessons advisers can learn from Olympians

You don't have to be an elite athlete to have the right stuff

INVESTING MUTUAL FUNDS FEB 04, 2014
Investment Perspectives: With Ivy's Mike Avery

Mike Avery knows markets and history—that much is clear. The executive vice president of Ivy Investment Management Company and co-portfolio manager with Ryan Caldwell of the Ivy Asset Strategy Fund (WASAX) has an encyclopedic grasp of what's happening now, what came before and the proper context for investors. His viewpoint can help provide clarity for investors, especially in the current topsy-turvy environment.

Bullish Super Bowl theory hits snag as S&P 500 extends drop
INVESTING EQUITIES FEB 03, 2014
Bullish Super Bowl theory hits snag as S&P 500 extends drop

Super Bowl predictor may be irrational but has better track record than many stock pickers.

INVESTING MUTUAL FUNDS JAN 22, 2014
Fidelity's new president quietly changes old ways

RETIREMENT RETIREMENT PLANNING JAN 19, 2014
Taxpayers act with enough incentive

Roth conversions came in at $64.8 billion in 2010, above an expected $26.5 billion.

NEWS INDUSTRY NEWS JAN 18, 2014
Donald Marron's Lightyear Capital in deal for majority stake in advisory firm

Donald Marron's private equity shop in deal for majority stake in Wealth Enhancement Group, a firm that handles $4.7 billion in client assets.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 13, 2014
Avoiding the client-retention death spiral

If you have been in the industry long enough, certainly you have heard horror stories about advisers who have changed firms or broken away only to lose clients along the way.

NEWS RIAS JAN 10, 2014
Merger math: Can 1+1 = 3?

What should you be looking for in a potential merger candidate? First, you need to have similar investment styles and fee structures. Beyond that, chemistry and cultural fit are key.