
Tom Schoenberg
Reporter at Bloomberg News
Reporter for Bloomberg News. All views are my own. Retweets are not an endorsement.
Articles
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1 week ago |
thinkadvisor.com | Tom Schoenberg
Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
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1 week ago |
claimsjournal.com | Tom Schoenberg
A UBS Group AG client, who alleges his wealth adviser had an affair with his wife and tried to help her take control of family funds, can sue the broker but not the Swiss firm, a New York judge ruled. Richard Kallman claims UBS failed to supervise Ira Walker as the managing director allegedly schemed with Kallman’s wife to move the family’s trust fund to the firm and then disburse hundreds and thousands of dollars from it.
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2 weeks ago |
bloomberg.com | Tom Schoenberg
The UBS Group headquarters in Zurich, Switzerland. (Bloomberg) -- A UBS Group AG client, who alleges his wealth adviser had an affair with his wife and tried to help her take control of family funds, can sue the broker but not the Swiss firm, a New York judge ruled. Richard Kallman claims UBS failed to supervise Ira Walker as the managing director allegedly schemed with Kallman’s wife to move the family’s trust fund to the firm and then disburse hundreds and thousands of dollars from it.
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1 month ago |
bloomberg.com | Tom Schoenberg |Sanjai P R |Ava Benny-Morrison
Representatives for Indian billionaire Gautam Adani and his companies met Trump administration officials about dismissing the criminal charges levied against him in an overseas bribery probe, according to people familiar with the matter. The talks, which began earlier this year, intensified in recent weeks and could lead to a resolution in the coming month or so, if the pace continues, some of the people said, asking not to be identified because the conversations are confidential.
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2 months ago |
thinkadvisor.com | Tom Schoenberg
/Business & Finance / ThinkAdvisor ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
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RT @avabmorrison: Scoop with @Tschoenberg22 - US prosecutors widen their probe of India’s Adani Group to focus on whether the company may h…

From $50 million to $1.5 million: How one retired couple increasingly depended on JPMorgan’s advice, only to watch their portfolio lurch ever closer to zero https://t.co/FOrOrXmtoH via @wealth

The Justice Department official who oversaw market-rigging cases against traders from global banks including JPMorgan and Deutsche Bank has left to join a private law firm https://t.co/RfbbkibHky via @markets