Research Magazine-July 2014

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  • Hire These Advisors

    Gil Weinreich

    Reading a story on next-gen advisors, you might expect to learn about how these youthful entrepreneurs push a few buttons on their smart phones and bam—out…

  • Bond Market Sweet Spot

    Ron DeLegge

    In one of 2014's most confounding developments for Wall Street's army of analysts, bonds are outperforming stocks and long-term U.S. Treasuries are leading the way. At the start of the year, few observers expected this trend.

  • Tibergien Shares Push at INSITE

    Janet Levaux

    Mark Tibergien says there's a fairly straightforward way for financial advisors to both improve their business and that of the broader industry, while getting more Americans to improve their financial health: Boost financial literacy.

  • Gundlach Outlines Market, Other Trends

    Janet Levaux

    DoubleLine CEO Jeffrey Gundlach says there's some upside potential for gold and good support for a strong U.S. dollar. He shared these views during his Penny for Your Thoughts webinar in mid-June.

  • Raymond James' Execs Share Aims at Confab

    Janet Levaux

    Raymond James defines itself by its conservative approach to the financial-advice business, and its executives stressed this point when discussing possible acquisitions during the independent channel's national conference held recently in Washington, D.C. When it comes to the advisor space, We do not want to make transformative acquisitions, explained CEO...

  • 4 Next-Gen Advisors Reshaping the Industry

    Jane Wollman Rusoff

    These four young advisors are not mere rookies. They are tech-savvy, forward-thinking professionals who know how to attract a new generation of wealth creators.

  • PIMCO Taps McCulley as Economist; Calvert's Krumsiek to Shift Roles

    Janet Levaux

    PIMCO rehired Paul McCulley to serve as a managing director and take on a new role as the group's chief economist. McCulley, who worked for the firm from 1990 to 1992 and from 1999 to 2010, also will be a member of PIMCO's Investment Committee and will report directly to...

  • The Search for Better 401(k) Advice

    Michael Finke

    The 401(k) system was never really constructed to provide the best retirement savings platform for individuals. But fixing it is a formidable task.

  • LPL, Cetera Reshuffle Leadership

    Janet Levaux

    Independent broker-dealer LPL Financial says Chief Marketing Officer Joan Khoury is leaving the firm and that two executives will step into new roles within its Advisor & Institution Solutions Group. Mimi Bock will become managing director for Client Experience and Training, taking over responsibilities previously handled by Khoury, while Ryan...

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