Research Magazine-July 2013

Issue Gallery ›

  • MLPs, Taxes & K-1s: The ‘Must Know’

    Shobana Gopal, CPA, and Michelle Kelly, CFA, Tortoise Capital Advisors

    Master limited partnerships (MLPs) have stepped into the spotlight during the last decade, and today there are more than 115 issuers with a combined market…

  • Judging the IRS

    Gil Weinreich

    A wave of scandal has enveloped the U.S. government. The administration—at what level of seniority is not yet known—appears to have used the…

  • TD Ameritrade Educates

    Ron DeLegge

    As education demand for ETFs continues to grow among retail investors, brokerage firms are beefing up their efforts. TD Ameritrade expanded its existing…

  • A Shareholder Twist

    Ron DeLegge

    Cambria Investment Management thinks it’s found a better way to invest in dividend paying stocks. The Los Angeles-based investment advisor introduced…

  • Morningstar ’13: Gamma in Focus

    Janet Levaux

    Possibly the most valuable content at the Morningstar Investment Conference, held June 12-14 in Chicago, is a rather technical session on the subject of…

  • Weighing Fundamentals

    Ron DeLegge

    Are traditional bond index funds flawed?A new bond ETF from Invesco PowerShares Capital Management will completely bypass conventional bond index strategies…

  • Getting Better Execution

    Ron DeLegge

    Although commissions and expense ratios are easy to understand, financial advisors shouldn’t overlook another important measure of better ETF investing:…

  • MLPs: ‘A Place in Every Portfolio’

    Jane Wollman Rusoff

    Try finding a young asset class that financial advisors are more excited about than the high-yielding master limited partnership.“My clients own…

  • MLPs Thrive in the Energy Renaissance

    Jane Wollman Rusoff

    The master limited partnership is a young, dynamic asset class directly linked to strengthening U.S. economic growth and the country’s historic energy…

  • First Allied Has New Owner

    Janet Levaux

    A group led by real estate investor Nicholas Schorsch is acquiring independent broker-dealer First Allied Securities from Lovell Minnick Partners “because…

  • Broker-Dealers Adjust Leadership Ranks

    Janet Levaux

    LPL Financial said recently that Michelle Oroschakoff, formerly global risk officer at Morgan Stanley, has been appointed chief risk officer and managing…

  • Is Your Practice Big Enough?

    Ellen Uzelac

    As merger interest rises, its more important than ever to know what your advisory practice isand can beworth.

  • Study Highlights Professional Management

    Janet Levaux

    The total number of participants invested in a professionally managed allocation has more than doubled from 17% at the end of 2007, according to Vanguard’s…

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