Research Magazine-February 2007

Issue Gallery ›

  • The Science of Investing

    Staff Writer

    Finance theory says: The only way to beat the market is by knowing what others don't. Few fight me on that. But in today's ?ber-connected...

  • Man on a Mission

    Jane Wollman Rusoff

    If it ain't broke, don't fix it. Right? But if it does need fixing -- and some heartfelt TLC -- call on Kenneth M. Ross. He's...

  • Merrill Lynch Keeps Its Focus

    Janet Levaux

    Dan Sontag, head of Advisory Americas for Merrill Lynch private client, reflects on the firm's latest moves to stay on top. He spoke with Research...

  • Meeting the Minimums

    Bill Miller

    Mr. Saarf, my seventh-grade geography teacher, once pulled me into the hallway to give me what I'm sure he thought was a motivational speech. He...

  • A 'Class' Act

    Staff Writer

    "Retirement Income University," introduced in January, is a great idea! Offering Research readers a steady stream of information and context can certainly help them navigate...

  • Adding Value

    Staff Writer

    In the late '90s, fee-based business was the new rage. Advisors who embraced this alternative method of compensation boasted that it aligned their interests with...

  • Wachovia Private Client Hits $600K Per Advisor

    Janet Levaux

    Jim Hays, president of Wachovia Securities Private Client Group, describes what growth the division is aiming for this year. --- Wachovia's Private Client Advisors Private Client Group: 5,958 In-Bank...

  • IN BRIEF

    Janet Levaux

    As of press time, analysts say Marsh & McLennan is expected to sell its Putnam fund family and investment unit to the Canadian investment firm...

  • State Street to Focus on SPDRs

    Staff Writer

    SAN DIEGO - Sometimes, being old school isn't such a bad thing. In the case of the burgeoning ETF business, it appears to be working...

  • A Progress Report on Fee-Based Business

    Ellen Uzelac

    The industry's exhortation about the appeal of the fee-based business model has never been more emphatic. Firms are pushing it. Advisors are embracing it --...

  • Benchmarking for Dollars

    Alexei Bayer

    When I lived in Washington, DC in the early 1980s, the fact that I was born in Russia almost always elicited an incredulous reaction. People...

  • Advisor Directed Trusts

    Marie Swift

    How would you like to offer services akin to the nation's largest banks and trust companies -- with one key difference: You remain the central...

  • Making a Marketing Plan

    Bill Good

    While prospecting is certainly essential to your future, you're already spending several hours a day with clients. If you allocate some of that time to...

  • Do the Right Thing

    Staff Writer

    More companies are doing well for themselves by doing what's best for shareholders. After the well-publicized excesses of the 1990s, corporate governance has become a key...

  • Lesson 1, The Trigonometry of Retirement Income

    Moshe A. Milevsky

    It is generally believed that stock markets, interest rates and investment returns move in periodic cycles. Unfortunately, these cycles are swamped with noise and only...

  • Taking Clients Beyond Stocks and Bonds

    Staff Writer

    Pressure on the U.S. dollar has been considerable. Late last year, the greenback touched 14-year lows versus the British pound, sparking worries that the worst...

  • Meet the Paraplanners

    Jane Wollman Rusoff

    As if earning two bachelor's degrees in three years wasn't tough enough, industrious Adrienne Sadowski craved real-world work experience at the same time. So from...

  • How to Let Go

    Patricia J. Abram

    In a recent article, I explored the importance of identifying and then releasing inappropriate clients. This article will cover exactly how to let those clients...

  • Active Philanthropy

    Ellen Uzelac

    Two years ago, a school serving 1,300 kids in a Managua, Nicaragua, barrio had one barely working computer, no library and no playground. Today, it...

  • The Next Economic Crisis

    Alexei Bayer

    After graduate school, I went to work for maverick Wall Street economist A. Gary Shilling. Gary was a follower of the Kondratieff Wave Theory, which...

  • Pershing INSITE to Feature Laura Tyson

    Janet Levaux

    INSITE 2007, Pershing's annual financial products and services conference, is set to include a presentation by Laura D'Andrea Tyson, former National Economic Advisor to President...

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