Portfolio

The industry saw Van Eck Global sponsoring a $3M student fund and scholarship at the USC Marshall School of Business, the flagship liquid alt fund offered by IndexIQ passing the $1 billion assets mark, a survey of 235 hedge fund professionals expressing positive sentiment, and Morningstar naming its fund managers of the year.

Conrad Siegel Investment Advisors's parent company serves defined benefit and 401(K) plans. Executives at those client firms became the clients for the advisory spinoff.

The push to make money-market funds safer means the biggest U.S. banks will pay more to borrow while America’s near record-low financing costs go even lower.

Financial advisors often act as general managers for their clients, assembling a team of attorneys, trust companies and others to develop and maintain estate plans. Here are a few questions you should ask of your would-be teammates.

Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.

Also, how your client may be skipping certain tax deductions, and how to find possible tax savings due to life changes.

Two members of the SEC blasted the agency's decision to spare Oppenheimer Holdings from additional sanctions related to a recent settlement, saying regulators were turning a "blind eye" to the investment bank's pattern of misconduct.

A proposed cap would impose a $3.4 million ceiling on retirement plans, although details are still scarce; Plus, mortgage debt threatens boomers' retirement.

President Obama's 2016 budget tax proposals would raise taxes on the wealthy and multinational corporations stashing profits offshore, while promising middle-class tax cuts.

UBS Group is being investigated by the U.S. over whether it helped Americans evade taxes by improperly using securities that let owners conceal their identity, three people familiar with the matter said.