Research Magazine-June 2013

Issue Gallery ›

  • Wealth Operations on a Roll

    Janet Levaux

    Bank of America reported net income of $2.6 billion, or $0.20 per share, for the first quarter of 2013, compared with $653 million, or $0.03 per diluted…

  • Appetizing Outlook

    Ed McCarthy, CFP, RICP

    Christopher R. GroweStifel, Nicolaus & Co.growec@stifel.com314-342-8494Kraft Foods Group (KRFT) reported what we view as a strong 1Q13 EPS performance…

  • Overseas Dividends

    Ron DeLegge

    Northern Trust Corp. has just added three U.S. listed ETFs that seek out dividends from international stocks.The FlexShares International Quality Dividend…

  • Equal Weight Gains Edge

    Ron DeLegge

    Consistently beating the S&P 500 index is a difficult feat for most portfolio managers. But over the past decade, one simple strategy has managed to…

  • Quant ETFs Debut

    Ron DeLegge

    BlackRock, manager of the iShares ETFs, released five ETFs that select stocks by using quantitative screens.The first group of funds, the iShares Enhanced…

  • American Century Drops Livestrong Brand

    Janet Levaux

    American Century said in early May that it will drop the Livestrong name from its target-date funds at the end of May. These funds will be rebranded One…

  • FA Fear Factor

    Bill Miller

    While glancing through a financial magazine, I came across an article discussing some of the top “worries or fears” of financial advisors.…

  • SEI Sees Active ETF Growth

    Ron DeLegge

    Where will the next jolt of growth come for ETFs? Look no further than actively managed funds. A new research report published by SEI, titled “Getting…

  • Raymond James Hosts Confab

    Janet Levaux

    Raymond James’ independent advisor conference attracted about half of FAs affiliated with the St. Petersburg, Fla.-based broker-dealer: Roughly 1,600…

  • Global Markets Beckon U.S. Companies

    Alexei Bayer

    Rich developed economies remain the most important markets for U.S. goods and services. The European Union is America’s largest trading partner,…

  • Experts Share Bullish Market Views

    Janet Levaux

    Raymond James Chief Investment Strategist Jeffrey Saut believes advisors and their clients need to get in tune with the markets. “I see good markets…

  • What Place for Maturity ETFs?

    Ron DeLegge

    Innovation is a defining hallmark of the ETF marketplace. And perhaps, nowhere is this more apparent than with the recent introduction of maturity date…

  • Decision to Impact Share Classes

    Janet Levaux

    A recent Court of Appeals decision could force retirement-plan advisors to ensure they have selected the appropriate mutual-fund share class for their…

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