Investments

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%.

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.

Total tax-exempt and taxable municipal bond issuance in 2015 is expected to edge up to $357.5 billion, an increase of more than 2.7% from the $348.1 billion forecast for this year.

Blue Elephant Capital Management is planning a second fund to purchase loans originated on online marketplaces, and the differences from its first fund show how hot the sector has become.

Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income.

The world of what one might broadly label values-based investing has changed and expanded significantly in recent years. It has largely been a niche sector, albeit a growing one. But some advisors expect generational changes to affect future growth.

New York Life Insurance Co. agreed to buy asset manager IndexIQ, pushing into exchange-traded funds and adding offerings for retail investors who want to copy hedge fund approaches.

Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group, the Milwaukee, Wis. firm announced.

ARCP filed the suit after RCS didn't complete an agreed purchase of shares in Cole Capital Partners and Cole Capital Advisors.

Calling it a good investment, Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group after 15 years of ownership.

The SEC's changes in July to Rule 2a-7 governing money market funds may be simple in concept - but they will require significant changes in fund operations. Fund transfer agents and other service providers must significantly reengineer their processes to comply with the new rules between now and 2016, when the most significant changes take effect.

Some retirees regret past decisions based on greed, others for tinkering too much with their portfolios or keeping too much cash on hand; Plus, how to max out Social Security benefits.

Corporate bond sales worldwide are poised to set an annual record as soon as this week as companies lock in borrowing costs that forecasters say are bound to rise. Amazon.com., Volkswagen and Alibaba have propelled offerings to $3.96 trillion this year, about $7 billion short of the peak of $3.97 trillion in 2012.

Wealth management profit increased 41% to C$285 million from a year ago as fee-based client assets rose, while insurance more than doubled to C$256 million.

The broker involved in the dispute invested 40% of the clients' assets in short positions in U.S. Treasury bonds betting that interest rates and inflation would rise.

John Jacobs, executive vice president of global information services at Nasdaq and pioneer of the QQQ ETF, reflects on the growth of the ETF industry and shares his predictions on upcoming trends.

Conventional wisdom says investors should reduce equities in their portfolios as they age, but a study takes a contrary view; Plus, more information doesn't necessarily make for better investment decisions.