Portfolio

The Internal Revenue Service has published 2010 statistics on foreign trusts indicating an increasing interest in foreign investment by U.S. taxpayers, and the impact of changes made in 1996 to information reporting requirements.

Two or three years ago, institutional investors primarily used ETFs for tactical purposes, holding them for less than one year. But now they are using them strategically as well, according to the 2013 Greenwich Associates study of trends in institutional usage of ETFs, which was sponsored by iShares.

Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent.

Thomson Reuters has launched a proprietary index designed to measure trust in global financial institutions called the Thomson Reuters TRrust Index.

Why do investors need foreign stocks or funds? Why not just buy U.S. companies that do a great deal or even most of their business overseas? A number of factors make international companies and funds attractive.

Thomson Reuters has launched a proprietary index designed to measure trust in global financial institutions called the Thomson Reuters TRrust Index (TRust Index).

Morningstar has rolled out the next generation of Morningstar® Retirement ManagerSM, an advice and managed account service for defined contribution participants in the United States.

Primerica is incorporating two additional annuity products from Lincoln Financial Group into its retirement lineup.

Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent.

Two or three years ago, institutional investors primarily used ETFs for tactical purposes, holding them for less than one year. But now they are using them strategically as well, according to the 2013 Greenwich Associates study of trends in institutional usage of ETFs, which was sponsored by iShares.