Research Magazine-July 2010

Issue Gallery ›

  • Health Care Perform

    Jane Wollman Rusoff

    Ron Mastrogiovanni Co-Founder-President-CEO, HealthView Services, Topsfield, Massachusetts. On demystification: "It's critical to explain today's exponentially more complicated products to consumers so they can make decisions...Firms who do...

  • Funds Flows Moving with the Markets

    Janet Levaux

    The wild market rides prompted investors to pull some $13.2 billion out of long-term mutual funds in May, particularly from equity funds, reports Morningstar, though...

  • Experts Share Views on Diverse Global Growth

    Janet Levaux

    (Hollywood, Fla.) International-stock funds have been outpacing their U.S. counterparts in early 2010, as they did in 2009. According to Morningstar, some $576 million flowed into...

  • Reclaiming American Independence

    Gil Weinreich, Gil Weinreich

    In a startling briefing to trade union chiefs in Europe in June, EU President Jose Manuel Barroso reportedly warned of a possible collapse of democracy...

  • The Resurgent Fifties

    Kenneth Silber

    In 1952, the New York Stock Exchange conducted a survey to see how many Americans participated in the stock market. The findings were sobering: just...

  • Worrisome Italy

    Alexei Bayer

    Charles De Gaulle reputedly once said that when it came to Europe, Germany was meat, France was potatoes and everything else was just a side...

  • Getting to Know You

    Ellen Uzelac

    During the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...

  • Will Emerging Markets Soar?

    Ron DeLegge

    Emerging markets have thrived recently, rising around 75 percent in the past year alone. Is this a multi-year mega-trend or a flash in the pan?...

  • Portrait of a Branch Manager

    Jane Wollman Rusoff

    As spring 2009 approached, disarray reigned at Merrill Lynch Wealth Management's La Jolla, Calif., office: Its long-time manager had just left; a million-dollar producer had...

  • According to Me

    Bill Good

    It's always embarrassing to forget a birthday or anniversary -- especially when it's your own. I wrote my first article in Research magazine in May 1990....

  • Summer Conferences: Asking the Consumer

    Gil Weinreich, Gil Weinreich

    Huntington Beach, Calif.-- General sessions of conferences tend not to produce a lot of insight into practical matters facing financial advisors. Often the speakers are...

  • Summer Conferences: Handling a Crisis

    Janet Levaux

    Hollywood, Fla. -- At Pershing's Insite 2010 conference in June, three top financial advisors outlined the steps they've taken to succeed during the financial meltdown...

  • Testing

    Bill Miller

    I hate taking tests. It's not that I'm worried about not passing the test. Actually, what I really hate is studying to take the test....

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