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Research Magazine: October 2017

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The Best Reason to Change Firms

Mark Elzweig

Some financial advisors chose to change firms frequently. Many people assume they do it just for the money and a lot of money can be involved.

From ‘Wall Street’ to Main Street

Janet Levaux

Christopher S. Smith of Dover, Delaware, joined Edward Jones after earning his undergraduate and graduate degrees in business in 2008. He then went on to earn his CFP designation at Georgetown and the related Accredited Asset Management Specialist designation.

A Look at Merrill's Mojo

Janet Levaux

From to its online investment service Merrill Edge, Bank of America-Merrill Lynch says it is introducing changes to boost how clients and advisors interact with it via information technology.

Navigating Uncertain Rewards and Certain Risks

Bob Seawright

September 1, 2011, was a beautiful day. Photographer Gary Elliot was taking pictures at Swami's, a popular surfing beach in Encinitas, California. The surf was high that day, but nothing else seemed out of the ordinary.

Isn't Indexing Perfect?

Marshall Jaffe

When it comes to investment strategy, some truths (about risk) are worth remembering.

Proper Perspectives

Janet Levaux

With the retreat of summer, students have headed back to class. Football season's returned, and hurricane season is peaking with disastrous consequences so far in Texas, Florida and beyond.

Making the Right Tech Moves

Michael Finke

If youre making a living giving financial advice to clients, youre probably overestimating how much better you are than a computer program.


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