Investment Instruments

Wealthy investors plan to increase their equity holdings in 2013, with the biggest gains among the wealthiest investors, according to Spectrem Groups new research report Wealth Management Series: Product Usage and Perceptions of Providers.

In rollover game, effective client-education programs can help institutions and advisors gain orphaned 401(k) assets.

JPMorgan Chase & Co. has been ordered to take steps to correct poor risk management that led to a surprise trading loss last year of more than $6 billion.

Compared to passive index fund choices, which allow more hands-off investment options, employer-selected mutual fund investments did not produce substantial gains.

The time may be right to refocus clients on the goals they expect to achieve with municipal bonds, and to take a good look at their portfolios.

Two Rhode Island communities will be allowed to use about $70 million forfeited by Google Inc. to fix their police pension shortfalls, funding them almost fully.