Research Magazine-January 2017

Issue Gallery ›

  • Yes, the World Is Messy

    Marshall Jaffe

    When it comes to investing, running a practice and other activities, beware of shortcuts.

  • New Year, New Thinking

    Janet Levaux

    The changes in the White House and Washington, D.C., this year are likely to bring an interesting mix of opportunities and challenges to financial advisors and their clients.

  • What About Alternatives?


    I read the cover story in Research on Wealth Low Yields: How Advisors Can Help Clients Adjust by Michael Finke and I believe the topic of alternatives deserves consideration.

  • Stellar Strategist

    Janet Levaux

    Karin Kimbrough, head of investment strategy for Merrill Lynch Wealth Management, joined Bank of America in 2014 after working for the Federal Reserve and for Morgan Stanley.

  • Alex. Brown Is Back

    Janet Levaux

    Now part of Raymond James, the 200-year-old boutique wealth firm's business could double over the next few years, its president said.

  • Hoping for a Regulatory Miracle

    Bob Seawright

    Many advisors would love some common sense to be exercised in 2017 with respect to the DOL's fiduciary rule.

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