Portfolio

Corporate bond sales worldwide are poised to set an annual record as soon as this week as companies lock in borrowing costs that forecasters say are bound to rise. Amazon.com., Volkswagen and Alibaba have propelled offerings to $3.96 trillion this year, about $7 billion short of the peak of $3.97 trillion in 2012.

Wealth management profit increased 41% to C$285 million from a year ago as fee-based client assets rose, while insurance more than doubled to C$256 million.

A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now.

The industry regulator closes the comment period for its controversial data-reporting initiative as brokerage trade groups warn of privacy concerns and compliance costs.

The broker involved in the dispute invested 40% of the clients' assets in short positions in U.S. Treasury bonds betting that interest rates and inflation would rise.

John Jacobs, executive vice president of global information services at Nasdaq and pioneer of the QQQ ETF, reflects on the growth of the ETF industry and shares his predictions on upcoming trends.

On this day dedicated to giving back, a pair of CPAs have some advice for those who are planning their end-of-year charitable giving.

Conventional wisdom says investors should reduce equities in their portfolios as they age, but a study takes a contrary view; Plus, more information doesn't necessarily make for better investment decisions.

Aberdeen Asset Management, Europe’s largest publicly traded money manager by assets, reported $32 billion of outflows in the full year as investor sentiment toward emerging markets waned.

Tax benefits for individuals and small businesses that expired in 2013 could have an impact on as many as one in six taxpayers, according to a new analysis.