Bloomberg

Bloomberg
Displaying 12869 results
$21 billion advisory firm is expanding to Europe
NEWS RIAS SEP 03, 2019
$21 billion advisory firm is expanding to Europe

New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East.

Elizabeth Warren once wrote a personal finance book
NEWS REGULATION AND LEGISLATION AUG 30, 2019
Elizabeth Warren once wrote a personal finance book

The Democratic presidential candidate's 2005 book, 'All Your Worth,' popularized a simple budget plan: 50% on needs, 30% on wants and 20% on savings.

Lyft founders giving more than 1.5 million shares to donor-advised fund
RETIREMENT TAX AUG 30, 2019
Lyft founders giving more than 1.5 million shares to donor-advised fund

The two transferred some class B shares, which have more voting rights, to class A common stock to make the donation

Best returns in August came from ETFs loved by gold bugs
INVESTING ETFS AUG 30, 2019
Best returns in August came from ETFs loved by gold bugs

Very low yields on bonds sent investors in search of alternative safe havens.

Mnuchin eyes 100-year debt Wall Street would just as soon forget
INVESTING FIXED INCOME AUG 29, 2019
Mnuchin eyes 100-year debt Wall Street would just as soon forget

Big banks on Treasury's borrowing advisory committee have been pessimistic about the notion of ultra-long bonds.

UBS reshuffles execs atop wealth management unit
YOUR PRACTICE PRACTICE MANAGEMENT AUG 29, 2019
UBS reshuffles execs atop wealth management unit

Former Credit Suisse Group banker Iqbal Khan will replace wealth management co-head Martin Blessing

Finra bars former Securities America rep in private-securities sale query
NEWS INDUSTRY NEWS AUG 27, 2019
Finra bars former Securities America rep in private-securities sale query

Bobby Wayne Coburn declined to appear at hearing looking into allegations.

Debate on crypto oversight intensifies as SEC clashes with Facebook over Libra
YOUR PRACTICE FINTECH AUG 27, 2019
Debate on crypto oversight intensifies as SEC clashes with Facebook over Libra

The agency has taken a more pro-regulatory tone than many expected

UBS shifts to underweight position on equities
INVESTING EQUITIES AUG 26, 2019
UBS shifts to underweight position on equities

Cites trade wars and political uncertainty as main reasons for downgrade.

Stocks sink as U.S.-China feud deepens
INVESTING EQUITIES AUG 23, 2019
Stocks sink as U.S.-China feud deepens

Escalation of the trade war heightens concerns about the already shaky economic outlook.