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• Tax Court allows Internal Revenue Service to attach (but not foreclose) a federal tax lien to beneficiary’s right to money held in a discretionary support trust—In Nancy K. Duckett v. Dennis M. Enomoto, et al., No. CV-14-01771...
(Bloomberg) -- Getting paid to manage money may soon be less restrictive at BlackRock Inc. than at JPMorgan Chase & Co. under a U.S. proposal that could make it harder for Wall Street banks to compete for talent...
(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. disclosed a stake in Apple Inc., betting that the technology company will rebound after a slump driven by a slowdown in iPhone sales...
Here’s a look at some of the most striking portrayals of financial advisors in film over the last 30 years and some thoughts on how they reflect society’s view of the industry.
(Bloomberg View) -- In January, Donald Trump had this to say when he was asked about whether he would release his tax returns: “I have very big returns, as you know, and I have everything all approved and very beautiful and we’ll...
The CFA Institute’s heritage has long been with institutional equity portfolio managers. But the profile of the CFA’s member base is changing. Today, 40 percent of its members globally and 44 percent of members in the Americas are...
Democracy at work. | Copyright Andrew Burton, Getty Images
Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...