Research Magazine-August 2006

Issue Gallery ›

  • Accidents Will Happen!

    Marie Swift

    Nobody likes to think about what life would look like should disability strike. But the reality is that one-third of all Americans between the ages...

  • Dining Out

    Staff Writer

    Consumers are going to restaurants more than ever, though high gas prices may impact future growth, analysts say. Glen M. Petraglia Citigroup 212-816-2497 glen.petraglia@citigroup.com OUTLOOK: Overall, our outlook for the...

  • No Summer Break for ETF Industry

    Staff Writer

    June was a record month for publicly offered ETFs. All in all, 42 new funds were added to the mix in one month's time --...

  • 'Undercover' Observation

    Staff Writer

    If you've been searching for the perfect economics book to take to the beach, The Undercover Economist lives up to its spy-thriller title with plenty...

  • Ten Tech Tools to Boost Your Productivity

    David J. Drucker

    When we think of technology for financial advisors, we usually think of wirehouse or broker-dealer platforms attempting to integrate financial planning, portfolio accounting and customer...

  • Consolidation for Some, Growth for T. Rowe Price

    Janet Levaux

    During and after the Morningstar confab, several of the largest mutual fund companies made major announcements about their operations. Baltimore-based Legg Mason, which acquired the former...

  • Sector Upgrade

    Janet Levaux

    After a recent revaluation, the gold sector looks poised for a good medium- to long-term performance. Oscar Cabrera Goldman, Sachs & Co. Oscar.cabrera@gs.com Outlook: We are raising our coverage...

  • Two PowerShares Funds Earn High Grades

    Staff Writer

    A few years back, PowerShares made the gusty proclamation that it had the formula for beating key stock benchmark indices. Now, two of the company's...

  • Work the Room

    Bill Good

    As you'll recall from last issue, a successful seminar marketing campaign has to deliver on five major numbers. We've taken a detailed look at two...

  • Leveraged, Short ETFs Hit the Market

    Staff Writer

    In order to tap investor demand for alternative investments, ProShares is introducing eight exchange-traded funds (ETFs) that utilize leverage and short positions on key stock...

  • Close to Home

    Jane Wollman Rusoff

    Nineteen-eighty is distinguished as the year Ronald Reagan was voted 40th U.S. president, the compact disc was devised, and 83 million tuned in to get...

  • Attractive LandsCPApe

    Robert Tyndall

    According to recent statistics, there are upwards of 200,000 wirehouse and independent broker-dealer affiliated advisors and RIAs, and there are upwards of 400,000 CPAs. I...

  • Keeping Up with Edward Jones

    Jane Wollman Rusoff

    With its sole focus on individual investors, solo practitioners and door-knocking, face-to-face prospecting, Edward Jones has long taken a march-to-its-own-drummer tack to financial services. And that...

  • Out of Touch?

    Patricia J. Abram

    How well do you know your affluent clients? If you've been in business a long time, you probably believe that you have a pretty good...

  • Building the CPA Alliance

    Ellen Uzelac

    In the early 1990s, Jay D'Meza Jr., then a young advisor, met a group of accountants and they began to cross-refer clients. In 1994, they...

  • Not-So-Minor Miners

    Alexei Bayer

    The past four years have been a "dream come true" for commodities bulls, and this could be only the tip of a commodities iceberg. Oil...

  • Edward Jones Tops List; Loyalty a Major Factor

    Janet Levaux

    J.D. Power and Associates says that Edward Jones has narrowly edged out Raymond James Financial, giving it the highest overall customer-satisfaction score in the 2006...

  • The Hidden Treasure of Dividend Investing

    Staff Writer

    In one of the all-time best action thrillers, archeologist and adventurer Indiana Jones survives snake pits and highway bandits to win the prize, only to...

  • Upstart Firm Launches ETFs

    Staff Writer

    WisdomTree Investments entered the cutthroat ETF business with a bang on June 16, when the New York-based firm unveiled a family of 20 new exchange-traded...

  • Out of Context

    Staff Writer

    With the broker-dealer conference season safely in the rear-view mirror, I have now had sufficient time to digest some of what I've seen and heard...

  • Global Values

    Alexei Bayer

    Recently, I went to my 25th reunion at the Johns Hopkins School of Advanced International Studies. Originally set up as a master's program for international...

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