investments

• Firms Debut CU Employee Benefit, Investment-Linked Program

  By Michelle A. Samaad  |  January 23, 2013

  MassMutual Trust and O.M. Financial Group partner in offering.

• Financial Advisers Build Loyalty Beyond Relationships

  By Michelle A. Samaad  |  January 23, 2013

  Now that Bank Transfer Day has come and gone, some credit unions have been working hard to expand those new relationships centered on one facet that longtime members often tout: loyalty.

• Improving Retirement Readiness Among Employers’ 2013 Priorities: Survey

  By Michelle A. Samaad  |  January 21, 2013

  Helping employees save and prepare for retirement has taken on a more urgent tone for employers this year, according to a new survey.

• FINRA Launches Pilot Remediation-by-Phone Program

  By Melanie Waddell  |  January 17, 2013

  Participation in the pilot program, which began this week, is voluntary and open to cases involving claims of $50,000 or less, FINRA said.

• More Affluent Gen X and Y Investors Using Social Media: Cogent

  By Michelle A. Samaad  |  January 10, 2013

  The report’s respondents used a combination of financial company blogs, Facebook, LinkedIn, Twitter and YouTube.

• New England FCU Links Up With CUSO Financial Services LP

  By Michelle A. Samaad  |  December 4, 2012

  The $930 million New England Federal Credit Union is the latest to sign on with broker-dealer CUSO Financial Services LP.

• Many Americans Want to Retire But Can’t: Survey

  By Michelle A. Samaad  |  November 12, 2012

  Pentegra Retirement Services study finds only 19%, or nearly one in five adults surveyed, said they will be able to retire at age 65.

• Dodd-Frank Boosts Adviser Registration, Assets Under Management

  By Michelle A. Samaad  |  October 23, 2012

  A total of 1,504 advisers to hedge funds and private funds have registered with the SEC since Dodd-Frank mandated such registration.

• Baxter Credit Union, TD Ameritrade Form Self-Directed Investing Pact

  By Michelle A. Samaad  |  October 18, 2012

  Members of the $1.7 billion Baxter Credit Union who prefer a self-directed online alternative when it comes to investing will now have that option.

• Internet Searching for Insurance, Annuities Up More Than 60% in Six Years

  By Paula Aven Gladych  |  October 15, 2012

  Consumers are spurred on to do their own research by insurance professionals, people they know, life events and employers, survey finds.