Portfolio

Supplying Chinese equity demand is not a simple process of deciding to launch an ETF product, providers say. There are a number of operational challenges that a firm must navigate to make the offering available, including managing a complex system of global exchange that involves precise timings and potential risks for clients.

Hedge funds are betting that the oil- price crash is close to ending. Speculators boosted their net-long position in West Texas Intermediate crude by 14% in the week ended Dec. 2, the most in 20 months, U.S. Commodity Futures Trading Commission data show. Short bets contracted by 15% as long wagers expanded 4%.

Where did the wealthiest people in the world -- those with at least $30 million in net assets -- go to school? Here's a ranking of the top universities by number of ultrawealthy alumni.

Members of the Financial Planning Coalition fire back at lawmakers' call for the SEC to shuffle existing resources and tap a third party to increase examinations of advisors.

FINRA's CARDS proposal and the DoL's proposed fiduciary standard are cited as potential threats to the industry and investors.

The industry saw dollar hedge demand strong among ETFs, another insurer acquiring an asset manager and the second ETF provider to offer U.S. investors access to China's onshore bond market.

Bill Gross’s exit unleashed a crisis that Pimco is still trying to contain. His departure was followed by record withdrawals from the mutual fund he once ran, and which he built into the world’s biggest.

Buying immediate annuities early before retirement may not be a good strategy because the payouts will not account for future inflation; plus, deadlines for retirement plan contributions in 2014 and six things you need to know about Social Security benefits.

Here are the key pieces of paperwork that can help jumpstart estate planning for your younger clients -- or for your clients' adult children.

Legal experts explain what made an advisor's arbitration victory against Morgan Stanley an unusual victory.