Portfolio

Last week's initial public offering by the Palo Alto, Calif., company, a retirement plan advisor co-founded by a Nobel Prize winner, affirmed investor belief in a business model offering low-cost sophisticated retirement advice to individual investors.

Hedge funds in Europe have begun embracing the UCITS III structure to sell their portfolios to a wider base of retail investors and rebuild trust, but shareholder interest groups warn this may be a vast mistake. Transparency of complex structures still does not make an investor well-informed or an investment suitable, they argue.

In recent years, managers of target-date funds have made the argument that target-date funds need to take on added equity exposure and risk to see investors through retirements that could span 30 years or longer.

Eichelberger hired as trusts and estates partner at Fulbright & Jaworski

Tampa broker-dealer had been facing problems for months.

Where there's a will, there's a way to change it ... at the last minutes.

A new company is promising to shake up the way Americans invest by providing individuals with direct access to institutionally priced mutual funds and other investments.

HSBC has launched the World Selection Funds, sub-advised funds managed by a wide range of respected investment mangers and that employ tactical asset management to invest in multiple asset classes, including domestic and international equity, bonds, commodities, property and private equity.

ProFunds Group has just unveiled three ETFs with single-inverse exposure to China, U.S. real estate and U.S. basic materials.

ProFunds Group has just unveiled three ETFs with single-inverse exposure to China, U.S. real estate and U.S. basic materials.