Research Magazine-February 2012

Issue Gallery ›

  • Delivering Results in Volatile Times

    Ed McCarthy, CFP, RICP

    The financial markets movement in 2011 led many investors to seek stable income and steady business models; midstream MLPs and other partnerships benefitted from that interest.

  • Unconventional Methods

    Ellen Uzelac

    What does terrorism possibly have to do with the future of investment management?

  • Merrill Lynch Boosts Asset Minimum

    Janet Levaux

    Merrill Lynch is raising its minimum asset level for client households to $250,000 from $100,000 this year, the Bank of America unit said in early January.

  • Fund Lineups Shift

    Ron DeLegge

    ETF managers are reshuffling their investment menus to better reflect investor interest and demand. And ETFs with too few assets are on the chopping block.

  • Advising Across Borders

    Ellen Uzelac

    Serving internationally mobile clients is a growth business for advisors savvy about the ways of the world.

  • The Annuity Puzzle

    Bob Seawright

    Since at least 1965 and the seminal research of Menachem Yaari, economists have recognized that retirees should convert far more of their assets into an income annuity at retirement than they do

  • The Warren Effect

    Kenneth Silber

    Elizabeth Warren presents a conundrum for Wall Street. She is a forceful, well-prepared critic of the financial industry.

  • Tax Hike Needed

    Alexei Bayer

    Were conditioned to regard taxation as bad for the economy.

  • Financial Blogosphere Must-Reads

    Gerald Burstyn

    The Internet has spawned a brave new world of market reading as important to investors as The Wall Street Journal.

  • Gompertz’ Law of Mortality: How Long Must Your Money Last?

    Moshe A. Milevsky

    Benjamin Gompertz has joined a very small distinctive group of scholars with an actual equation named after him. The equation has been used by researchers in demographic studies, the world over, for almost two centuries now.

  • Mastering Volatility

    Ron DeLegge

    Although the u.s. stock market took has taken investors for a wild ride over the past year, it has largely remained unchanged

  • Fidelity Prepares Rollout

    Ron DeLegge

    For too long, Fidelity Investments has been criticized for not aggressively pursuing the ETF market by rolling out its own funds.

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