Research Magazine-August 2011

Issue Gallery ›

  • Mastering Social Media

    Ellen Uzelac

    In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.

  • Direxion Adds Five Funds

    Ron DeLegge

    Direxion announced the addition of five leveraged and inverse exchange-traded funds to their existing lineup. Four of the five new funds track S&P…

  • DB Tackles Currency Volatility

    Ron DeLegge

    Falling dollar got you worried? Five new Deutsche Bank ETFs offer hedged exposure to various global currencies. The new ETFs, along with their corresponding…

  • Madrona Trio Launches

    Ron DeLegge

    AdvisorShares Investments introduced three ETFs managed by Madrona Funds of Everett, Washington on June 21. The new ETFs are the AdvisorShares Madrona…

  • Equity Funds Drop 0.20 percent in ‘Q2

    Janet Levaux

    In the second quarter of 2011, investors focused their attention on weaker economic growth, continuing sovereign debt concerns in Europe and supply-chain…

  • BofA to Expand Merrill Edge Advisors

    Janet Levaux

    Bank of America said in mid-June that it planned to nearly double the number of Series 7 financial advisors serving its mass-affluent Merrill Edge client…

  • Raymond James Settles ARS Issues

    Janet Levaux

    Raymond James reached an agreement with state securities regulators and the SEC in late June over sales of auction rate securities. As part of the deal,…

  • The Future Again

    Bill Miller

    How did your day begin? While flipping through my morning’s stack of financial news, I came across an article predicting another recession, soon.…

  • Does Anyone Have a Real Economic Plan?

    Nicole Gelinas

    Going into next year’s election, President Obama is in a heap of trouble over the economy. Some evidence: in June, only 29 percent of the people who participated in a Wall Street Journal / NBC News poll thought the country was “headed in the right direction.”

  • How Bad Will Inflation Get?

    Ron DeLegge

    During the 2008 credit crisis, asset prices fell and the prospect of a general deflation was the biggest worry. Today, deflationary fears are still present…

  • Democracy’s Price

    Alexei Bayer

    The Founding Fathers understood that democracy — “government of the people, by the people, for the people” as Abraham Lincoln put it…

  • Ten Mistakes in Team Building

    Bill Good

    Almost exactly 25 years ago, I had an epiphany: “No one makes it to high six or seven figures without a team.” And further: “An advisor and one assistant don’t make a team.

  • GAO Report: Buy More Annuities!

    Bob Seawright

    A government report offers lots of reasons why annuities keep people from going broke when they’re most vulnerable.

  • The Presenter as Mentor

    Jane Wollman Rusoff

    Drive your seminar attendees to action, not distraction — become a better storyteller. Indeed, two of the most powerful presentations in history, Abraham Lincoln’s Gettysburg Address and Martin Luther King Jr.’s “I Have a Dream” speech, used storytelling as a structural device.

  • Nobelist, Updated

    Ellen Uzelac

    Harry M. Markowitz ADVISOR TO 1ST GLOBAL’S INVESTMENT MANAGEMENT SOLUTIONS COMMITTEE AND CONSULTANT TO ITS INVESTMENT MANAGEMENT RESEARCH GROUP SAN…

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