Research Magazine-July 2015

Issue Gallery ›

  • LPL Names Former E-Trade Exec CFO

    Janet Levaux

    LPL Financial has hired former E-Trade Chief Financial Officer Matthew Audette as its new CFO. Audette will report directly to LPL Chairman and CEO Mark…

  • Is a Euro Rebound Ahead?

    Ronald Delegge

    The euro has been among the worst performing developed market currencies and is down around 7% since the start of 2015. Is a rebound coming?Despite the…

  • GPS for Advisors

    Gil Weinreich

    To succeed in life, a person has to know his place. That means calculating and constantly recalculating where you stand in relation to the world around…

  • Morningstar Updates Views on PIMCO

    Janet Levaux

    It's been over nine months since fixed-income guru Bill Gross abruptly left PIMCO, the fund firm he co-founded, to join Janus Investments. The firm's total…

  • HighTower Group Zooms in on VIP Clients

    Janet Levaux

    A team affiliated with HighTower in the Baltimore area says it is now branching out into the world of advising athletes, coaches, entertainers and other…

  • Retirement Savings Trends Revealed

    Janet Levaux

    Vanguard's latest research on Americans’ savings habits shows participation is steady at around 75%. “How America Saves 2015” examines…

  • Vanguard Adjusts 4 Global Funds

    Janet Levaux

    Vanguard says it is adding small-cap stocks to some international equity-index funds, which will then track FTSE all-cap benchmarks. The fund group, which…

  • Focus Financial Obtains $1B for Growth

    Janet Levaux

    Focus Financial Partners says it has nearly doubled its credit facility to $1 billion to further support its growth plans. Bank of America, SunTrust, J.P.…

  • J.D. Power Ranks Self-Directed Firms

    Janet Levaux

    Self-directed investors want to do more than “go it alone” when it comes to achieving their financial goals, the J.D. Power 2015 U.S. Self-Directed…

  • M&A Activity Lifts Semiconductor Stocks

    Ronald Delegge

    Technology stocks within the S&P 500 have been top performers year-to-date and are getting another lift from merger activity in the semiconductor space.According…

  • Building Up Fixed Income Exposure

    Ronald Delegge

    Never mind the depressed yield income being squeezed from bond investments around the world. The current yield cycle will inevitably change and furthermore,…

  • Raymond James Adds $2.4B Team

    Janet Levaux

    The Americas Group, which manages about $2.4 billion for both retail and institutional clients, has moved to Raymond James in South Florida from a wirehouse.…

  • Precious Metals Can't Find their Groove

    Ronald Delegge

    As of late, the performance of precious metals has been uninspiring.The ETFS Physical Precious Metals Basket Shares (GLTR), which tracks gold, silver,…

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