Research Magazine-April 2015

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  • Powerful Profits

    Ed McCarthy, CFP, RICP

    Asit Sen, CFACowen and Company646-562-1364asit.sen@cowen.comWith a relatively low sensitivity to oil prices, Royal Dutch Shell (RDS) is well positioned…

  • FiNet Touts Growth

    Janet Levaux

    Wells Fargo Advisors says its independent channel, WFA Financial Network or FiNet, added 99 advisors in 2014. “It was a very successful year, with…

  • Dear Future Me: Please Listen!

    Bob Seawright

    None of us is going to defeat Father Time, so send a message to your future self before your mind someday slips.

  • Commodities: Avoid or Add?

    Ronald Delegge

    If there's one asset class to which most portfolios lack exposure, it's probably commodities.

  • Long-Term Liquidity

    Ed McCarthy, CFP, RICP

    Spencer E. Joyce, CFAHilliard Lyonssjoyce@hilliard.com502-588-8402Aqua America (WTR) reported Q4’14 earnings per share from continued operations…

  • The New Culture of Advisory Success

    Ellen Uzelac

    Just how important is culture to an advisory firm's success? It's everything. Yet it is often overlooked. Here are three firms with innovative business cultures.

  • Funds Make Comeback from ‘09

    Janet Levaux

    Morningstar says taxable-bond funds collected about $28.5 billion in asset inflows in February, the largest monthly uptick since January 2013. The greatest…

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