Research Magazine-June 2008

Issue Gallery ›

  • ETFs vs. Closed-End Funds

    Staff Writer

    While both exchange-traded funds (ETFs) and closed-end funds (CEFs)share many of the same features, they have important differences. Understanding these differences can help you to...

  • Northern Trust Goes Global

    Staff Writer

    Northern Trust Global Investments is the latest company to enter the ETF field. The Chicago-based company has introduced a lineup of eight foreign-equity ETFs. The...

  • Thirty Questions

    Staff Writer

    Welcome to Research magazine's 30th anniversary issue! As noted in this space last month, you will find no boring retrospectives or nostalgia about the 1970s...

  • How Will Advisors Thrive?

    Staff Writer

    The financial services industry, like most other industries around the globe, is increasingly entrenched in a red ocean of bloody competition. Financial services firms have...

  • Troubled UBS Grows in ETNs

    Staff Writer

    Despite massive multi-billion dollar write-downs and a growing chorus of angry activist shareholders, UBS has introduced eight new commodity linked exchange-traded notes. The UBS E-TRACS ETNs...

  • Ameristock to Shut Down Treasury ETFs

    Staff Writer

    Ameristock Corporation, the investment adviser for the Ameristock ETFs announced that it intends to liquidate each of the five funds it manages. The funds are...

  • Picking the Best Single-Country ETFs

    Staff Writer

    To keep tabs on what's happening in financial markets from around the world, all you have to do is watch exchange-traded funds that follow stocks...

  • How Will You Help Your Clients?

    Staff Writer

    At its best, financial advising is a helping profession. It is not just a service profession. The coming decades will elevate and emphasize the client...

  • How Will a Networker Work?

    Jane Wollman Rusoff

    The idea is to "create wealth, not just make money," says the ambitious Watkins, 28, who wants to "lead the new generation" to a secure...

  • Going Active and Going Nuclear

    Staff Writer

    Invesco PowerShares launched its first actively managed equity exchange-traded funds in April. The four new PowerShares funds are: o Active AlphaQ, benchmarked against the Nasdaq-100...

  • Which Advisors Will Thrive?

    Mary Scott

    Strategic planner Dan Sullivan bases this book on one premise: Never has there been a more exciting time to be a financial advisor. Historically, he...

  • How Will Financial Planning Change?

    Staff Writer

    Within 30 years, financial planning will have largely completed its transition from a sales-based approach to an advice-driven professional service. Decades of commoditization of financial...

  • Foreign Debuts on the Upswing

    Staff Writer

    The number of foreign-market ETFs continues to expand as investors look to diversify their portfolios away from U.S. stocks. Barclays Global Investors (BGI) launched five new...

  • How Will Advisors Handle Change?

    Staff Writer

    Pick up any newspaper or magazine and the headlines are daunting -- Credit Crisis...U.S. Recession...Economic Slowdown. These are challenging times. And while the view on...

  • WisdomTree Launches Currency-Income Funds

    Staff Writer

    Exchange-traded funds with investment strategies that focus on niche markets continue to emerge at a fast clip. WisdomTree Investments and Dreyfus Corporation, for instance, recently teamed...

  • PowerShares Debutes 'ETF of ETFs'

    Staff Writer

    Fund of fund solutions have been a hit with mutual funds and now they're poised to become a hit with exchange-traded funds (ETFs). Invesco PowerShares has...

  • How Will Baby Boomers Age?

    Staff Writer

    Thirty years from today, the youngest baby boomer turns 74 years old, and the oldest turns 92. We still won't know how many boomers will...

  • Plugging into New Energy

    Staff Writer

    It's hard not to pick up a magazine or turn on the cable network with out hearing or reading a story about the green energy...

  • How Will People Invest?

    Staff Writer

    Investors today know and understand the markets better than in the past. There is a greater curiosity and ongoing interest. This demand for knowledge and...

  • Morningstar Line Awakens

    Staff Writer

    Morningstar Investment Services launched a managed account service consisting of a line-up of five actively managed portfolios that use ETFs. Ameritas Investment Corp. and Centaurus Financial,...

  • What Will Advisor Technology Look Like?

    David J. Drucker

    Common wisdom says you don't make projections beyond five years. With the rapid change we've all become accustomed to, some would even say five years...

  • How Will the Industry Transform Itself?

    Shoshana Zuboff

    Here's a reality check for financial advisors. First, in 30 years there won't be anything called "financial services," let alone "financial advisors." Second, even though...

  • What Will World Markets Look Like?

    Staff Writer

    It's been a great 30 years for Research magazine. But what do the next 30 hold? And what do 2038 capital markets look like? Hard...

  • Counting on Consumers

    Staff Writer

    In the U.S. and overseas, shoppers are looking for good value, which is good news for a select group of companies. --- Neil CurrieUBS203-719 3070neil.currie@ubs.com Coverage Area: Drug-Based...

  • What Kind of Teams Will Work?

    Bill Good

    When Research magazine made its debut in June 1978, the No. 1 song on the Billboard chart was "Too Much, Too Little, Too Late" performed...

  • How Will Clients Care for Their Parents?

    Marie Swift

    What is the biggest challenge clients will face when caring for their parents?Boomers will spend roughly 12 to 20 years involved with the care of...

  • How Will the Competitive Landscape Shift?

    Staff Writer

    The last 30 years altered the retail investment business and its compensation practices. For the next 30 years, the journey is certain to take even...

  • Whiter ETFs?

    Staff Writer

    During the mid-1990s, the first generation of ETFs arose to track key benchmark indexes, like the S&P 500, Dow Jones Industrial Average and Nasdaq-100. Toward...

  • What Will the Future Ranks of FAs Look Like?

    Ellen Uzelac

    The U.S. subprime mortgage meltdown. The ongoing credit crunch. Volatile markets. The Bush administration's rethinking of the nation's regulatory blueprint for financial services companies. Talk...

  • 'Tremendous Opportunity'

    Ed McCarthy, CFP, RICP

    Several factors are driving demand in the aerospace market and make the sector highly attractive at this time, equity analysts say. --- Patrick J. McCarthy, CFAFriedman, Billings,...

  • What's the Future of Financial Products?

    Staff Writer

    David Macchia: There's a lot at stake for people as they approach retirement, many with arguably insufficient assets, or certainly not the optimum amount of...

  • Vanguard to Split Some ETF Shares

    Staff Writer

    Vanguard is planning 2-for-1 share splits for three of its most popular ETFs. The Vanguard Total Stock Market ETF (VTI), Vanguard Emerging Markets ETF (VWO) and...

  • What Will (and Will Not) Change?

    Patricia J. Abram

    As I started preparing for this column, two troubling sets of thoughts -- and one troubling song -- came to mind. First, I thought, "When the...

  • How Will Capitalism Work in 2038?

    Alexei Bayer

    In the early1990s, I got a job at an organization called Business International. For those who are not readily familiar with the communist ethos, the...

  • What Will Taxes Be Like?

    Kenneth Silber

    As Benjamin Franklin once wrote, "in this world nothing is certain but death and taxes." Yet the types and levels of taxation that occur are...

  • What Is the Shape of Things to Come?

    Alexei Bayer

    Who: Alvin Toffler Where: Bel Air Hotel, Los Angeles, CA, April 9, 2008 On the Menu: Accelerating time, changing spatial relationships and shared knowledge. --- In 1970, around the time when...

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