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Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

A Morningstar Inc. analyst reiterated his top rating for Pacific Investment Management Co.'s Total Return Fund, the world's largest bond fund.

The iShares MSCI Emerging Markets Index declined the most in six weeks after the Federal Reserve outlined its plan for exiting stimulus measures that have spurred a rally in developing-nation equities.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

Morningstar Inc. analysts may downgrade their ratings for Pacific Investment Management Co.'s mutual funds after a review of the firm's regulatory issues, board quality, manager incentives, fees and corporate culture.

New York Attorney General Eric Schneiderman opened an investigation into whether U.S. stock exchanges and alternative venues provide high-frequency traders with improper advantages, a person with knowledge of the matter said.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

James E. Stowers Jr., who built a billion-dollar fortune as founder of the American Century Investments mutual fund company, then gave most of it away for medical research, has died.

U.S. mutual fund companies are pushing back against claims that some firms may be too big to fail, saying that subjecting a few large money managers to more regulation would hurt competition and ultimately fund investors.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

BlackRock Inc. hired JPMorgan Chase & Co.’s Christopher Jones as chief investment officer for stocks in the Americas as the world’s biggest money manager seeks to bolster its active equity business.

Investors seeking a hedge against a waning U.S. economic recovery and escalating conflict in Ukraine made twice as much money buying gold-mining shares rather than the metal the companies produce.

Hedge-fund and mutual-fund firms will face scrutiny of their risk-management practices in a meeting today with the top U.S. derivatives regulator.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Working on family governance can be a slow process, but both clients and their advisors benefit - with clients having peace of mind and advisors providing a premium value-add for high- and ultra-high-net-worth clients.

Variable annuity net new sales are expected to surge in the coming years after taking a dive in 2012, according to research firm Cerulli Associates.

Vanguard's potential move into active ETFs could be a game changer for the active ETF industry and those that invest in active ETFs, says Christian Magoon, CEO of YieldShares

Going forward, there will be more providers, more users, and more penetration by ETFs in the global market for investment products.