Research Magazine-April 2009

Issue Gallery ›

  • A Partner for Planners

    Jane Wollman Rusoff

    Michael S. Burnham has always had a yen for new beginnings. The visionary has been involved in launching and developing ventures like ice-cream novelty Chipwich,...

  • Study Spotlights Target-Date Investors

    Janet Levaux

    Target-date or life-cycle funds, which automatically rebalance over time, are being used by more than one-third of investors, according to the Employee Benefit Research Institute,...

  • ETF Assets To Near A Trillion in 2011

    Staff Writer

    A study published from Strategic Insight (SI) shows the assets in ETFs reaching $1 trillion by 2011. The report highlighted a major shift in the...

  • ICI Lays Out Reform Proposals

    Janet Levaux

    Investment Company Institute President and CEO Paul Schott Stevens, in testimony before the U.S. Senate Banking Committee, has outlined ICI's detailed proposal on how to...

  • Fidelity Launches Three Advisors Funds

    Janet Levaux

    Fidelity Investments has introduced three new Fidelity Advisor Funds: Fidelity Advisor Global Balanced Fund, Fidelity Advisor Worldwide Fund and Fidelity Advisor Convertible Securities Fund. According...

  • Publisher's Letter: Eye on Inflation

    Robert Tyndall

    Economic historian John Steele Gordon relates that when FDR took his oath of office in 1933, banks were entirely closed in 38 states and their...

  • State Street Debuts Credit-Bond ETF

    Ron DeLegge

    Adding to a string of new exchange-traded fund launches, State Street Global Advisors has introduced the SPDR Barclays Capital Intermediate Term Credit Bond ETF (ITR). "With...

  • Powerful Currents

    Janet Levaux

    Greg Gordon, CFA Citigroup Global Markets 212-816-2802 Greg.gordon@citi.com The Citi utility index was down 24.4 percent in 2008 vs. 36.1 percent for the S&P 500 on a total-return basis,...

  • Van Eck Targets High-Yield Munis

    Ron DeLegge

    Over the past several months, Van Eck Global has been one of the busiest issuers of new ETFs. In late January, Van Eck launched the...

  • The Deal

    Bill Miller

    Over the years, The Deal has always been a favorite topic among Americans. In the '60s and '70s, we were captivated by Monty Hall's "Let's...

  • Colombian ETF Available

    Ron DeLegge

    The South American country of Colombia is renowned for its fine coffee and addictive salsa music. And now, investors can participate in another facet of...

  • As Munis Come Back, Short Funds Still Rule

    Janet Levaux

    In the world of equity funds, the ultra-short and short funds are still topping the charts, according to Lipper data. The top funds have produced returns...

  • Schwab Poised for ETF Entry

    Ron DeLegge

    A January 26 filing with the Securities and Exchange Commission paves the way for Charles Schwab to enter the ETF marketplace. The proposed ETF would be...

  • Wachovia FAs Learn of New Brand

    Janet Levaux

    After completing its merger with Wells Fargo, Wachovia has outlined its retention and branding efforts to advisors: Retention bonuses are not being offered, and the...

  • Attractive Fuel

    Janet Levaux

    Mark L. Reichman SMH Capital 713-220-5113 Mark.reichman@smhcapital.com While we believe the long-term outlook for the coal industry is constructive, the combination of a weak economic environment, falling commodity prices,...

  • The Lure of the Frontier

    Kenneth Silber

    Here's an emerging market with some impressive numbers: Argentina's stocks had an inflation-adjusted average annual return of 10.9 percent in a decade when equities in...

  • Simply Indispensable

    Ellen Uzelac

    In a one-and-a-half page memo to Commonwealth Financial Network's advisors sent in January, new CEO Wayne Bloom mentions the word "indispensable" or "indispensability" five times. "It's...

  • Group Presentations

    Patricia J. Abram

    It's understandably difficult to think about growing your business in volatile times such as these -- but it's essential that you do so anyway. As...

  • Seeking Purpose

    Marie Swift

    Most successful advisors recognize the importance of connecting intergenerationally with their clients' families. What happens when the advisor discovers the complexity of the family dynamics...

  • Putting It Into Practice: Can We Talk?

    D. Gallant, Howard Schneider, Dennis Gallant, Howard Schneider

    Providing retirement income support certainly involves a great degree of technical analysis. Yet there are also the more personal issues that must be considered when...

  • Choose Your Partner

    Jane Wollman Rusoff

    It's not a question of any port in a storm -- it's the right port ... in a tsunami. That's what independent broker-dealers are seeking...

  • Get It Wholesale

    Bill Good

    Just as your clients need trusted advisors, you need some of your own. Since it would be silly to be your own tax preparer or...

  • Gold: Ready for $1,500?

    Ron DeLegge

    As global economies around the world sputter and world central banks search for the answers, an ancient measure of value appears ready to rise. What...

  • A Short History of the Bubble

    Alexei Bayer

    In the 19th century, before liberalism became the unmentionable "L" word, it used to denote an economic ideology that was rather like Reaganomics. Defending...

  • Hanging Investments on the Wall

    Alexei Bayer

    Who: George Wachter, Vice Chairman, Old Master Paintings, Sotheby's Where: Caf? Boulud, 20 East 76th Street, New York, February 20, 2009 On the Menu: Fois gras, coq...

  • A Time for Resiliency

    Mary Scott

    Globalization and technology have heightened the interconnection, interdependence and fragility of today's marketplace. In response, Philip Kotler and John Caslione, authors of "Chaotics: The Business...

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