Research Magazine-March 2011

Issue Gallery ›

  • Questioning Target Date Funds

    Ron DeLegge

    Mutual funds with a projected retirement date attached have been lauded by some within the mutual fund industry as the be-all and cure-all for retirement…

  • What’s Missing Is the Mission

    Raphael Lapin

    As financial advisors, we sometimes find ourselves in conflict. For example, when buying investments on behalf of a client, we may find ourselves conflicted…

  • Return on Relationship

    Gil Weinreich

    Market intelligence was once expensively acquired. The acquirer would be a portfolio manager working in an oak-paneled corner office with a grand view…

  • Health Care: A Fit Forecast

    Ed McCarthy, CFP, RICP

    Karen Andersen, CFA Morningstar 312-384-4826 karen.andersen@morningstar.com The long patent life of Roche’s (RHHBY) portfolio puts it among the…

  • Get a Life

    Jane Wollman Rusoff

    “People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.

  • A Waste of a Generation

    Alexei Bayer

    Even though baby boomers caused terrible anguish to their parents while going through adolescence and early adulthood in the 1960s and 1970s, they themselves…

  • The Only Secret

    Bill Good

    I know the only secret to spectacular sales success. If you keep reading, you will too. That’s a bold statement. However, since I have individually…

  • The Advisor Retirement Crisis

    Ellen Uzelac

    The looming shortage of financial advisors has generated all sorts of talk, research, concern — but precious little in the way of an industrywide…

  • Furious at Finance

    Kenneth Silber

    Ron Paul, Republican congressman from Texas and former presidential candidate, is famous for railing against the Federal Reserve. He has pushed legislation…

  • Servant Leader

    Jane Wollman Rusoff

    Brett Thelander, Managing Director, Midwest Region, Bank of America Merrill Lynch What drives him? “In my mind, I like to flip the organizational…

  • REITs: Looking Up

    Ed McCarthy, CFP, RICP

    Sri Nagarajan FBR Capital Markets 646-885-5429 snagarajan@fbr.com We are initiating coverage of Cedar Shopping Centers (CDR) with an Outperform rating…

  • Are You Serious?

    Bill Miller

    America has lost her sense of humor. I finally realized it. Granted, these past years have been pretty serious but, as one of our country’s most…

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