Research Magazine-June 2012

Issue Gallery ›

  • Seminar Mistakes

    Bill Good

    Commit two or more of these seminar sins, and you will join the legion of advisors who mutter Seminars dont work anymore.

  • Vanguard Looks at Ethnicity, Savings

    Janet Levaux

    Recent Vanguard research on diversity and retirement savings concluded that African-Americans and Hispanics are more likely to take loans and hardship withdrawals from their 401(k) plan accounts than whites and Asians.

  • Selective Standouts

    Ed McCarthy, CFP, RICP

    Certain consumer companies continue to outshine their counterparts.

  • Investing in Energy MLPs

    Ron DeLegge

    A new ETF from Global X Funds focused on master limited partnerships (MLPs) in the energy sector has been launched.

  • 401(k)s Making Headway

    Janet Levaux

    Fidelity Investments said in early May that the average 401(k) balance rose to $74,600 at the end of the first quarter

  • A Novel Approach

    Ellen Uzelac

    Never heard of heritage planning? You will, if advisor Cam Thornton has his way.

  • LPL Financial Boosts FAs, Sales

    Janet Levaux

    LPL Financial said its first-quarter net income was $41.2 million, or $0.37 per share, down $7.8 million compared with net income of $49.0 million, or $0.43 per share, from a year earlier.

  • Bounty Hunting for Business

    Bill Miller

    If you ask any red-blooded American boy what he wants to be when he grows up, hell most likely tell you one of two things: a professional football player or a financial advisor.

  • FiNet Chief Outlines Growth Drivers

    Janet Levaux

    John Peluso, president of Wells Fargo Advisors Financial Network, says the independent channel of Wells Fargo had a very good 2011, and he expects the group to have an even better 2012.

  • The STOCK Act’s Lameness

    Ron DeLegge

    "Send me a bill that bans insider trading by members of Congress and I will sign it tomorrow, President Obama proclaimed in his State of the Union on Jan. 24, 2012.

  • Too Much Cash

    Alexei Bayer

    If, as some analysts suggest, holding such huge cash reserves has become necessary for companies to protect themselves, then the economy has become unbalanced and dangerously volatile.

  • Can ETNs Be Trusted?

    Ron DeLegge

    Although the $17 billion exchange-traded note (ETN) market represents less than 2% of the trillion dollar ETP universe, its been making a lot of noise.

  • The Next Congress

    Kenneth Silber

    This years congressional elections hold considerable potential to reshuffle power on Capitol Hill.

  • The Shale Gas Rush

    Gerald Burstyn

    With all of this new economic activity comes investing opportunity. And there is more than one way to play the market.

  • Highlights of Q1 Target-Date Report

    Janet Levaux

    The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index

  • Six Conversations With Clients You Need to Have

    Jane Wollman Rusoff

    To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist and, oh yes, the expertise to recommend appropriate investments.

  • Agriculture ETP Launched

    Ron DeLegge

    The United States Commodity Index Funds Trust introduced an exchange-traded product tracking agricultural commodities.

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