Research Magazine-July 2009

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  • Winning Scripts for Cold Calling

    Bill Good

    In my May article, "I Love to Cold Call," I asked for your best cold-calling scripts. I received 65 scripts! I sent everyone who responded...

  • Finding Your Next Customer Online

    Alexei Bayer

    Who: Brian Fetherstonhaugh, Chairman and CEO, OgilvyOne Worldwide Where: Thalia, 868 Eighth Avenue, New York City, May 26, 2009 On the Menu: Gazpacho, frittata and changing consumer attitudes The global economic...

  • Stocks, Gold and War

    Kenneth Silber

    On July 28, 1914, Emperor Franz Joseph of Austria-Hungary declared war on Serbia. A month earlier, a Serbian nationalist had killed Archduke Franz Ferdinand, the...

  • Surviving the Muni Storm

    Staff Writer

    The next corner of the bond market that looks poised for a storm of epic proportions is the usually quiet and tame municipal bond market....

  • Grail Launches Active ETF

    Staff Writer

    Actively managed ETFs have yet to gain the same type of traction as index-based ETFs but that hasn't stopped product providers from launching new funds. The...

  • Depressed Yet?

    Mary Scott

    Just as many financial experts are telling us that economic conditions have hit bottom and won't deteriorate further, Martin Weiss, editor of Safe Money Report,...

  • WisdomTree Offers Currency ETF

    Ron DeLegge

    WisdomTree Investments has launched the WisdomTree Dreyfus Emerging Currency Fund (CEW). The fund aims to provide exposure to money market rates across 11 emerging market countries...

  • Destructive Financial Planning

    Gil Weinreich, Gil Weinreich

    Writing recently in the Financial Times, Stanford University economist John Taylor points out that America's exploding debt is currently set to double to 82 percent...

  • Van Eck Debuts Brazil Small-Cap ETF

    Staff Writer

    Van Eck Global has introduced the Market Vectors Brazil Small-Cap ETF (BRF), the first U.S.-listed ETF to focus on Brazilian small-cap stocks. BRF and its underlying...

  • It's Time to Provoke Your Clients

    Jane Wollman Rusoff

    Don't hide from your clients in the worst economic downturn since the Great Depression -- provoke them! That's the advice of Philip Lay, co-founder and managing...

  • Mugged by Reality

    Alexei Bayer

    Editor's Note: This column has been adapted from Alexei Bayer's remarks at the Yale Club in New York City on May 5, 2009, upon acceptance...

  • Optimizing Time Off

    Jane Wollman Rusoff

    It's 2 a.m. -- do you know where your fellow FAs are? If they're members of the Excellent Investment Advisor Study Group, they very well could...

  • The Wirehouse Boutique

    Ellen Uzelac

    When breakaway broker Robert Sayler defected from Morgan Stanley on a Friday afternoon in the spring of 2008, he left a 14-year wirehouse career behind...

  • Puppy Power

    Bill Miller

    As we all know, financial calamities and stress go hand in hand. With increased stress come all sorts of bad things. Studies have shown that...

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