Research Magazine-January 2008

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  • Finding Time

    Patricia J. Abram

    Many top performers attend strategic leadership programs or work with a coach or mentor. Those who fail to fully implement what they've been taught frequently...

  • Fund Owndership Steady at 51 Million Homes

    Janet Levaux

    The number of American households owning mutual funds is about 51 million, the Investment Company Institute says, up slightly from 2006. That represents about 44...

  • BGI Broadens Its Global Line

    Staff Writer

    Barclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap...

  • Global Growth On Track, Manager Says

    Janet Levaux

    U.S. Global Investors' East European Fund (EUROX) is among the industry leaders when it comes to five-year annualized returns, according to Lipper, which notes that...

  • New Year's Delusions

    Bill Miller

    Here we go again... another brand new year. Along with a new number to forget to write on our checks, there are many positive things...

  • Schwab Expands Laudus Funds

    Janet Levaux

    Charles Schwab has announced the expansion of its Laudus Funds lineup and a new sub-advisory relationship with Mondrian Investment Partners Limited of London. The new...

  • Looking Back -- and Ahead

    Staff Writer

    Anniversaries are naturally times to reflect on the past. As we complete our 30th year in print this summer, we inaugurate a new monthly feature...

  • Shorting the China Boom

    Staff Writer

    A meteoric run-up in Chinese stocks has some investors believing a strong reversal could be in the works. If that happens, now they'll get the...

  • Disclosures Should Be Online, Easy To Read

    Janet Levaux

    The Securities and Exchange Commission has voted to propose improvements in mutual fund disclosure. The proposed rules would require that all mutual fund investors receive...

  • Boards Boost Oversight, Study Says

    Janet Levaux

    In the past 10 years, fund boards have steadily augmented their oversight role on behalf of shareholders without any regulatory mandate to do so, reports...

  • Expenses Level Off

    Staff Writer

    During the fourth quarter, expense ratios in most ETF categories increased modestly or remained the same from the third quarter. The "industry and sector" group had...

  • BGI Broadens Global Line

    Staff Writer

    Barclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap...

  • Emerging Market Funds Lead Lipper Pack

    Janet Levaux

    Funds with a focus on China, Brazil, Latin America and India demonstrated consistently strong chart-topping performance through November 29, 2007, reports Lipper. And fund flows...

  • Pandit Tapped for Citi's CEO Slot

    Janet Levaux

    Citigroup says Vikram Pandit, 50, is the company's new chief executive officer and member of the board of directors, effective December 11, 2007. Sir Win...

  • Target-Date ETFs: Ahead of Their Time?

    Staff Writer

    Traditional mutual funds still rule the $2.5 trillion 401(k) marketplace, but that could soon change. Target-date ETFs have crashed the party. In October, XShares Advisors launched...

  • Janus Capital Keeps Infows Comin'

    Janet Levaux

    For the third quarter, Janus' total AUM of $208 billion included an increase of 9.1 percent from the previous quarter, reflecting $8.6 billion in market...

  • Transamerica, FOLIOfn Team Up

    Staff Writer

    Transamerica Financial Advisors has picked FOLIOfn Institutional as its partner of choice as it launches its new Transamerica I-Series, a separately managed account program utilizing...

  • Founding Father of Finance

    Kenneth Silber

    On the grounds of lower Manhattan's Trinity Church stands the gravestone of Alexander Hamilton, whose distinctions include being the nation's first Secretary of the Treasury....

  • Currency Collapse

    Alexei Bayer

    The past year was marked by such a dramatic decline of the dollar that it can almost be described as a collapse. The once mighty...

  • Superior Strategies

    Staff Writer

    Along with asset allocation, investors and their advisors face the tough but important task of choosing winning investments. Some equate that quest with trying to find...

  • Leader of the Band

    Ellen Uzelac

    Google Jeff Oster and you'll find him on Amazon, MySpace, CD Baby, SoundClick, MP3, PayPlay, CD Universe -- even Wikipedia, the online encyclopedia. It's unusual terrain...

  • An Evolutionary Model of Change

    Francois Gadenne

    Is there even one financial advisor in the U.S. who isn't aware of the increasingly intense focus placed on boomer retirement? Driven by demographics and...

  • Thain Tapped as Merrill's New CEO

    Janet Levaux

    Merrill Lynch is now led by John A. Thain, 52, the former chief executive officer, director and member of the management committeee of NYSE Euronext...

  • Earning by Learning

    Jane Wollman Rusoff

    Wachovia Securities was all set to pull the plug and suspend a financial advisor's license last year. The FA's bad behavior? Putting off taking continuing education...

  • James Gorman Moves Up, as Zoe Cruz Bows Out

    Janet Levaux

    As of December 1, wealth-management head James Gorman, 49, and Morgan Stanley International chief Walid Chammah, 53, are co-presidents. They replace "retiring" co-president Zoe Cruz...

  • Deep in the Heart of Texas

    Staff Writer

    At least seven different financial advisory firms vie for business in wealthy little Corsicana, Texas -- population 25,000 -- where ample oil profits have made...

  • Up to the Challenge

    David J. Drucker

    Boomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...

  • On Track

    Bill Good

    How would you like to sleep better, have less stress, have more time and get more done? And all of this without psychiatric medication, treatment or...

  • In Brief

    Janet Levaux

    Vanguard has announced that Emerson U. Fullwood was elected to its board of directors and to the board of trustees of each of Vanguard's mutual...

  • Global Insight

    Robert Scott Martin

    Research: Tell us about the international retirement survey that The Hartford did.Zlatkus: This is the second year we've done it. We asked 6,500 people aged...

  • First-Hand Look at the Fed

    Alexei Bayer

    Since last September, Vincent Reinhart has been resident scholar at the American Enterprise Institute, a Washington think tank, where he has the freedom to conduct...

  • Swimming with PowerShares

    Staff Writer

    When PowerShares Capital Management launched its first two exchange-traded funds (ETFs) back in 2003, a number of observers predicted the company wouldn't survive. At the...

  • Innovation in Insurance

    Moshe A. Milevsky

    Retirement income distribution -- it's the talk of the trade. And no one is in a better position to capitalize on the ?ber-dollar opportunity than...

  • The Conversion Conversation

    Marie Swift

    Last September while at the FPA National Convention in Seattle, I was doing my usual thing: trolling the hallways for interesting conversations and ideas to...

  • Feeling Great About '08

    Staff Writer

    Years ending in 8, like 2008, are good stock market years. Only years ending in 5 have been able to beat years ending in 8....

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