Research Magazine-August 2014

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  • Powerful Performance From Dividends

    Ed McCarthy

    While it's easy to overlook the value of dividends during bull markets like this one, they remain a key component of equity returns from a longer-term perspective.

  • Baird Wraps Up Merger

    Janet Levaux

    Milwaukee-based Baird says it has completed its purchase of McAdams Wright Ragen, adding 85 advisors with some $10 billion in client assets and seven offices…

  • Alt Mutual Funds Hit $300B

    Janet Levaux

    Mutual funds are the “vehicle of choice” for institutional investors and advisors investing in alternatives, according to the eighth annual…

  • Equity Funds Up (Again) in Q2’14

    Janet Levaux

    “Despite the old adage of ‘sell in May and go away,’ investors kept the pedal to the metal in second quarter 2014, pushing the average…

  • Managed Portfolios Get Boost

    Ron DeLegge

    How much money are financial advisors pouring into managed ETF portfolios? A lot.Through the first quarter of 2014, assets in managed ETF portfolios grew…

  • REIT Pullback Ahead?

    Ron DeLegge

    Has the sizzling hot performance of REITs gotten too far ahead of itself?After posting consecutive yearly losses of 16.40% in 2007 and 36.94% in 2008,…

  • Before the Music Stops Again

    Robert Tyndall

    In a fascinating parenthesis in our cover story, “Wall Street's Next Political Storm,” Nicole Gelinas quotes President Obama from 2009 saying…

  • Morgan Stanley OKs Tweets

    Janet Levaux

    A year after a Morgan Stanley advisor scored a $70 million client via Linked-In, the wirehouse is letting its advisors share their news and views on Twitter.…

  • Facing the Yield Challenge

    Ron DeLegge

    Heading into 2014, the consensus view was that U.S. bonds were on the verge of a major bear market and yields on 10-year Treasuries would end the year…

  • Wall Street's Next Political Storm

    Nicole Gelinas

    Think the fading memory of the financial crisis means Big Finance will take less political heat in the 2016 presidential elections? Think again.

  • The Benefits of Total Return

    Ed McCarthy

    The case for including dividend stocks in client portfolios remains strong. Many of the advantages were shared in a Fidelity Investments research report, Equity Total Return: Lower Volatility in the Longer Term.

  • J.D. Power Shares ’14 FA Poll Data

    Janet Levaux

    J.D. Power & Associates says that the overall level of satisfaction among both employee and independent advisors “remains relatively high,”…

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