Investment Instruments

Employees taking proactive approach to finances

By Paula Aven Gladych | May 17, 2013

Employee financial wellness improved in the first quarter, continuing an upward trend that began in 2010.
Gen X, young Boomers unprepared for retirement

By Paula Aven Gladych | May 17, 2013

Gen Xers took a major hit during the Great Recession, losing nearly 50 percent of their median net worth.
TD Ameritrade launches ETF Knowledge Center

By Paula Aven Gladych | May 16, 2013

TD Ameritrade has launched a new ETF Knowledge Center to help educate retail investors about exchange-traded funds.
Investors bullish on Europe, Japan, bearish on China

By Paula Aven Gladych | May 15, 2013

Investors are positioning themselves for slower growth in China, higher growth in Europe and Japan.
Financial Engines to include IRAs on income+ offering

By John Sullivan | May 15, 2013

Financial Engines, which claims to be America's largest independent RIA, announced it is expanding its services to include IRAs.
Florida Senate extends annuity law to all ages

By Maria Wood | May 14, 2013

The new law would also impose stricter criteria when recommending an exchange or replacement of an annuity.
Experts warn of huge cost disparities in reform

By Ricardo Alonso-Zaldivar | May 13, 2013

Cancer patients could face high costs for medications under the Patient Protection and Affordable Care Act.
Conn. legislature mulls worker retirement access

By Stephen Singer | May 8, 2013

Two committees have approved a measure establishing a trust fund to administer retirement plans for workers who would automatically be enrolled unless they opt out.
Health Care REIT plans senior housing stake deal

By The Associated Press | May 8, 2013

Health Care REIT Inc. plans to spend $697 million in cash to buy a majority ownership stake in 47 Canadian senior housing communities.
Municipal bond ETFs – a progress report

By Rich White | May 8, 2013

While long-term, tax-exempt mutual fund flows have turned negative (outflowing $1.3 billion in April), muni ETFs are on an asset-gathering roll.