Research Magazine-August 2012

Issue Gallery ›

  • Top of the Dividend Charts

    Ed McCarthy, CFP, RICP

    With current market conditions and global economic trends, advisors have a good opportunity to introduce more clients to companies that make the Mergent Dividend Achievers roster.

  • Following Hedge Honchos

    Ron DeLegge

    If youre having trouble tracking all of the handpicked investments from top hedge fund managers, a pair of ETFs will do it for you.

  • A Conversation With Yourself

    Robert Tyndall

    One of the more charming YouTube videos to go viral recently is an interview 32-year-old filmmaker Jeremiah McDonald held with his 12-year-old self.

  • Buckley on Risks, Bonds & More

    Janet Levaux

    Tim Buckley, managing director of Vanguard’s Retail Investor Group since 2006, will become the firm’s chief investment officer at end-2012,…

  • Mergent Index Updates

    Ed McCarthy, CFP, RICP

    Mergent Index Updates Mergent, a leading provider of business and financial information on global publicly listed companies, also develops and licenses equity, fixed income and commodity index and investment products.

  • Big Jump in 401(k) Investors Seeking Diversification

    Janet Levaux

    One-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.

  • What Do Credit Ratings Tell Us?

    Ron DeLegge

    Moodys Investors Service gave its token credit downgrade to a dozen global banks (IXG) including five of the six largest U.S. banksand financial stocks responded by shooting higher. Whats going on?

  • The Seminar Secret

    Bill Miller

    The idea of a seminar is great. Get a large number of people in a room; give one bang up presentation and voil you qualify for the grand awards trip.

  • Edward Jones Shares 2020 Hiring Target

    Janet Levaux

    Edward Jones continues to shine in surveys of both investors and advisors at full-service firms, according to J.D. Power and Associates. But will that…

  • Capping AMJ Shares

    Ron DeLegge

    JPMorgan Chase is capping the maximum number of Alerian MLP Index ETNs (AMJ) authorized for issuance at 129 million shares.

  • Raymond James Celebrates 50 Years

    Janet Levaux

    While stock-market rallies have come and gone over the past 50 years, solid leadership at Raymond James has been more consistent.

  • Indexing Strategically

    Ron DeLegge

    What if you could index the investment strategies of hedge fund managers?

  • What Triggers Referrals?

    Bill Good

    The implications of the change principle for clients go deeply into your practice, especially into why you get referrals and why some clients get referred to your competitors.

  • Top Fund Managers Reveal Investment Opportunities

    John Sullivan

    Chairman and CEO Joe Mansueto kicked off Morningstars 2012 Investment Conference in Chicago on June 20 by noting the presence of 1,850 attendees, 75 journalists and 200 exhibitors at this years show.

  • UBS Offers Big Help for Small Business

    Jane Wollman Rusoff

    The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.

  • Prediction Time

    Kenneth Silber

    Forecasting election outcomes has taken on some of the trappings of a science in recent years.

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