Portfolio

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

The definition of "rich" can depend on where your clients live.

Most Capital Group portfolio managers have at least $1 million of their own money in their funds.

Some seniors are missing out on a potential 20% tax deduction, and “no one is talking about what a wonderful retirement planning technique" it is, says an expert.

More money has been pulled from hedge funds than added over the past four quarters, while ETFs reeled in $312 billion last year.

Across Wall Street, questions are flying about how the wirehouse has handled the biggest U.S. IPO of the past five years.

The SEC has just approved an ETF with negative fees — a sign that fund managers need to continue adjusting to their straitened circumstances.

The actively managed vehicle will invest in about 100 companies.

An AQR executive just sketched a blueprint for traders seeking to hitch a high-octane ride on the global credit cycle.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.