Research Magazine-May 2011

Issue Gallery ›

  • Jackson National’s Perspective II

    Moshe A. Milevsky

    PRODUCT REVIEW Jackson National Life’s Perspective II Variable Annuity with the LifeGuard Freedom Flex rider offers all the standard features…

  • Scottrade Joins ETF Fray

    Ron DeLegge

    An emerging trend, which has far reaching implications, has crashed the investment sphere: Proprietary branded ETFs from brokerage firms with zero online…

  • What Next for Japan’s Energy?

    Ron DeLegge

    Japan’s natural disaster has dramatically shifted the world’s view of nuclear energy. Countries like China, Germany, India, Switzerland and…

  • The Retirement Bubble

    Bill Miller

    Recently I’ve been studying what many are calling a financial advisor retirement crisis. Financial pundits far and wide have been discussing the…

  • Merrill Lynch Gives Its Brand a New Spin

    Janet Levaux

    Merrill Lynch has rolled out a new marketing campaign aimed at both potential advisors and clients. The theme of the new campaign — “The Power…

  • New Case Sheds Light on Broker Protocol

    Janet Levaux

    Advisors need to carefully select the client information they take with them when switching firms, warns an attorney following the case of UBS Financial…

  • Morgan Launches MLP ETN

    Ron DeLegge

    Morgan Stanley has launched a new exchange-traded note linked to master limited partnerships (MLPs). The Morgan Stanley Cushing MLP High Income Index…

  • Sovereign Debt ETNs Debut

    Ron DeLegge

    Deutsche Bank and Invesco PowerShares Capital Management have launched six ETNs linked to foreign sovereign bond futures. These will be the first ETNs…

  • How Corporations (and Countries) Collapse

    Gil Weinreich

    Portugal is the latest of the PIIGS (Portugal, Ireland, Italy, Greece, Spain) whose oinking has roiled financial markets. The total of its public and…

  • Realistic Optimist

    Jane Wollman Rusoff

    Brian Shea CEO; Pershing; Jersey City A BIG CHANGE RENDERED BY THE FINANCIAL CRISIS?               …

  • Life After Wall Street

    Jane Wollman Rusoff

    The “Me Generation” could be aging into the “Benevolent Generation” — at least evidenced by the humanitarian second acts…

  • The Power of Peers

    Ellen Uzelac

    Over dinner at a steakhouse in Portland, Ore., recently, nine advisors with Commonwealth Financial Network traded stories about clients, practice management…

  • The New Wirehouse World

    Janet Levaux

    As the financial crisis peaked in 2008, the wirehouse firms found their results and share prices plummeting. A toxic cocktail of bad bets on real-estate…

  • Watch Your Weighting

    Ron DeLegge

    One of the basic fundamentals for enjoying a healthy lifestyle is having a balanced diet. Essentially it means eating an equal portion of all the major…

  • A Constrained World

    Alexei Bayer

    The global economic system came into existence after World War II and at first it encompassed North America, Western Europe, Japan, Australia and little…

  • Managing the Pipeline

    Bill Good

    At any one time, your prospecting pipeline consists of players in these categories: Hot. The first appointment has been set. In case you are wondering,…

  • Survey Shows Bump in Risk Tolerance

    Janet Levaux

    A recent Bank of America-Merrill Lynch survey of fund managers found that investors have regained their appetite for risk despite rising concerns over…

  • Congress’s Free Pass on Insider Trading

    Ron DeLegge

    The Galleon insider trading case has made top headlines everywhere, but what hasn’t been as extensively covered is how U.S. lawmakers are excluded…

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