Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
Top 5 Aggressive Growth Mutual Funds
Like food and oxygen, aggressive growth is something to which few investors would say no, especially in the current volatile market. If only it wasn’t accompanied by that nasty downside risk.
AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management
Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.
2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow
The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...
Bill Miller to Step Down From Legg Mason Value Trust
Legendary value manager Bill Miller, who beat the S&P 500 for 15 years straight before underperforming for four of the last five years, will step down from running the Legg Mason Capital Management Value Trust fund in April.
Retirement Dreams Evolve; Mentors Matter: November Research—Slideshow
In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...
Ben Bernanke Vindicates Bill Gross on ‘New Normal’
PIMCO’s concept of “new normal,” predicated on the belief that global growth and investment returns will be far lower moving forward than seen in the recent past, continues to generate controversy.
Berkowitz’s Big Bets on Banks Go Bad
Two legendary fund managers who continue to bet on a U.S. recovery suffered some of the largest losses on Wall Street on Monday.
Bruce Berkowitz, Fairholme Fund: The Extended 2011 IA 25 Profile
Bruce Berkowitz is the man(ager) of the moment—which always sounds nice, but is usually fleeting (Legg Mason’s Bill Miller anyone?).
Bill Miller, Jeremy Grantham to Stay the Course in 2011
Legendary fund managers stick with allocations despite tough 2010.