Investments

Among recent notable product launches is an ETF aimed at accessing China's onshore bond market, a new index that will track publicly-listed companies developing or providing cyber security technology, and a fund aiming to outperform an index composed of futures contracts on 14 heavily traded commodities.

Royal Bank of Canada is exiting wealth management in the Caribbean, extending a retreat in its international wealth business that began last year in Latin America.

One is to check how much you've contributed to your 401(k) plans and IRAs; plus, how to determine the "funded status" of personal retirement plans and the steps to take to ease post-career anxiety.

Greg Davies, head of behavioral finance at Barclays reviews how technology has fit within the industry and the opportunities and challenges that development has brought.

Company founder filled account with stock that wasn't publicly traded and used low values to stay technically under the contribution limit; plus, jumbo-loan challenges for retirees and how to avoid the Medicare surcharge.

Understand the most common behavioral financial biases -- and know how to confront them when your clients are trying to sabotage their own portfolios.

Madison and Omaha are among the top retirement havens; plus the factors retirees should consider in deciding where to retire and what pre-retirees need to do now.

Many investors would like to own high-yielding stocks that have very low risk. Unfortunately, in the real world, such beasts are extremely rare. The following 10 stocks are the current yield champs in the S&P 500 index.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

The $3.7 trillion municipal market is on pace for its first monthly loss of 2014, and trailing gains in Treasuries amid a glut of issuance by states and localities.

The two self-regulators are proposing rules that would require dealers as principals to disclose to customers a “reference price” of the same security traded that same day as well as the difference between that price and the customer’s price.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

The timing is right to put MLPs to work for your client, as long as you fully grasp the nuances of these sometimes confusing and volatile investment vehicles.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Fund sponsors must approach robo advisors like that of a home office at a traditional broker/dealer intermediary, ensuring the marketing and sales approach is tuned to how the product will enhance robo advisor model portfolios.

Tax benefits of homeownership are overstated, study finds; plus proposed changes that put Roth IRA advantages at risk and five takeaways on retirement from the midterm elections.

Legg Mason attracted $5.1 billion into its bond funds in October, the most in more than seven years, after the departure of Bill Gross from Pimco prompted investors to reallocate billions of dollars.

Nicholas Schorsch's expanded financial advisory business reported adjusted net third-quarter income of $35.5 million on Thursday, but revenue was driven by higher retail and investment management results.

Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds