Portfolio

American investors are in risk-aversion mode and are not likely to get out of that funk until interest rates start rising. That’s the fundamental conclusion of Morningstar senior stock analyst Greggory Warren.

In a new report from the Government Accountability Office (GAO), experts recommended that middle-income retirees convert a portion of their savings into an inflation-adjusted annuity or opt for an annuity instead of a lump sum from an employer sponsored defined benefit (DB) plan. They also recommended that Americans delay taking Social Security benefits until at least full retirement age.

While investment managers are not worried about the end of the government QE2 stimulus, their enthusiasm for the economic recovery, stocks and bonds is waning, Russell Investments found in its quarter Investment Managers Outlook survey.

First Trust Advisors is planning to launch the First Trust ISE Cloud Computing exchange-traded fund on Nasdaq on Wednesday, which it says is the first ETF focused on cloud computing.

Guinness Atkinson Asset Management has launched the Renminbi Yuan & Bond Fund, which it says is the first traditional open-end mutual fund to invest directly in bonds denominated in the Chinese currency, Renminbi.

When individuals are faced with too many options they become paralyzed and don’t make the best decisions -- even when it comes to 401(k) options, according to a new study co-authored by Columbia Business School and University of Chicago Booth School of Business.

Not enough Americans are saving for retirement -- and the ones who are, aren’t saving enough. Which is why ING’s retirement division has launched a number of programs to help encourage individuals to save more in their defined contribution retirement plans.

In the second of a two-part series, Adam Moseley, managing director of Schwab Advisor Services' technology consulting group, talks about the benefits of making your client relationship management (CRM) system the command center of the entire RIA operation.

A hedge fund services unit of Citigroup in Bermuda has become the latest in a line of third-party middle and back office service providers to be sued by the trustee liquidating Bernard Madoff’s firm to recoup collect funds for disgruntled investors. The unit, called Citi Hedge Fund Services Ltd of Bermuda, was the fund administrator for the Kingate Global Fund Ltd. and Kingate Euro Fund, feeder funds that invested in Madoff's Ponzi scheme. Madoff is now…

Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.