Research Magazine-June 2014

Issue Gallery ›

  • Reluctant to Go Indie?

    Robert Tyndall

    So much ink has been spilled on the question of whether a financial advisor should go independent, so much jawboning by recruiters trying to convince advisors…

  • Alternative-Fund Concentration

    Janet Levaux

    The Money Management Institute released a study in early May that shows how advisors in wirehouse broker-dealers are working with investors to add alternative…

  • IBDs Post Mixed Results

    Janet Levaux

    LPL Financial's net income in the period ending March 31 fell about 3% year over year to $53.1 million, though net revenue jumped close to 12% to nearly…

  • A Shifting Frontier

    Ron DeLegge

    Changes are ahead for ETFs linked to frontier and emerging markets.During MSCI's semi-annual index review, Qatar and the United Arab Emirates were upgraded…

  • Appetizing Profits

    Ed McCarthy, CFP, RICP

    Kraft Foods Group Inc.'s (KRFT) Q1 2014 [results] marked a balanced start to the year, with soft organic sales (-2.4%) offset by gross-margin upside and increased marketing reinvestment. Our full-year outlook is largely unchanged, and we reiterate our Overweight rating and confidence in low double-digit earnings per share growth for...

  • Finke: Is the Time Right for REITs?

    Michael Finke

    Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.

  • 5 Ways to Escape Client Objections

    Katherine Vessenes

    My system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.

  • ETFs for Growth and Value

    Ron DeLegge

    Like the two roommates in the “Odd Couple” sitcom, growth and value investors are polar opposites. The growth camp wants to own stocks with…

  • Flows Fluctuate in Early ‘14

    Janet Levaux

    Retail investors committed about $1.6 billion to stock mutual funds in early May, continuing a trend that has been in place for the past few months. Meanwhile,…

  • Trends Point to Growth & Stability

    Janet Levaux

    Developed nations are showing renewed signs of stability in output growth and employment, according to recent data from the International Monetary Fund. Meanwhile, the emerging markets of the world have hit an important milestone: Their combined gross domestic product now represents more than 50% of global production, a recent IMF...

  • Getting Smart Beta

    Ron DeLegge

    Despite strong disagreement on Wall Street about the “smart beta” moniker, the adoption rate among institutional investors for these types…

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