Bloomberg

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Goldman uses JPMorgan's own tactics against it in ETF battle
INVESTING ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

The simple strategy boosting Bill Gates's fortune
INVESTING ESG SEP 17, 2019
The simple strategy boosting Bill Gates's fortune

The Microsoft founder, whose wealth totals $106 billion, has $60 billion of his assets in equities.

BlackRock, Vanguard accused of opposing shareholder efforts on climate
INVESTING ESG SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

Don't just sell to the highest bidder
NEWS RIAS SEP 17, 2019
Don't just sell to the highest bidder

The decision should also take into account what the sale will mean for your clients, your employees and yourself.

Wall Street pay is slipping
YOUR PRACTICE PRACTICE MANAGEMENT SEP 16, 2019
Wall Street pay is slipping

Goldman has seen the steepest decline in per-employee compensation since 2007 among the big banks, followed by Credit Suisse.

Oil prices see big jump after Saudi Arabia strike
NEWS INDUSTRY NEWS SEP 16, 2019
Oil prices see big jump after Saudi Arabia strike

The attacks highlight the vulnerability of the world's biggest exporter of crude oil.

Rich families pour wealth into ESG investments
INVESTING ALTERNATIVES SEP 16, 2019
Rich families pour wealth into ESG investments

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes

Millennials finally ready to invest sustainably
INVESTING ALTERNATIVES SEP 13, 2019
Millennials finally ready to invest sustainably

The 41% who said they have invested in companies or funds targeting positive social and environmental outcomes is close to the 47% who said they check product packaging to ensure sustainability.

Elizabeth Warren proposes boosting Social Security benefits by raising taxes
RETIREMENT RETIREMENT PLANNING SEP 12, 2019
Elizabeth Warren proposes boosting Social Security benefits by raising taxes

Her plan would hike payroll taxes on incomes over $250,000 to increase monthly benefits by $200.

Advisers have much to learn about next generation clients
NEWS RIAS SEP 12, 2019
Advisers have much to learn about next generation clients

Millennials are savers — not so much investors — and other important info about this set.