Research Magazine-May 2012

Issue Gallery ›

  • Marketing Advisors Like iPhones

    Ellen Uzelac

    Financial advisors are famously clueless about marketing and thats too bad. Because it is your brand your firms unique signature that keeps clients coming back.

  • Cyber Competition

    Bill Miller

    One of the good and bad things about being a product wholesaler is that you get to meet a lot of different financial advisors.

  • Liars, Cheaters and Thieves

    Gil Weinreich

    Janet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.

  • Target-Date Funds Dominate 401(k) Plans

    Janet Levaux

    Close to one in four 401(k) investors have their assets allocated solely in target-date funds a six-fold increase over the past five years, according to new Vanguard research.

  • MLP Fund Taps Commodities

    Ron DeLegge

    Master limited partnerships (MLPs) have been getting more attention because of their attractive yields and impressive performance.

  • ETF Providers Slash Fees

    Ron DeLegge

    In the cutthroat world of ETF investing, the firm with the lowest expenses often gathers the most assets.

  • Global Bonds & Diversification

    Janet Levaux

    While U.S. investors have achieved diversification in their domestically focused portfolios mainly through international equities, they are increasingly considering global bonds.

  • Seeking Emerging Corporates

    Ron DeLegge

    WisdomTree Investments introduced a new bond ETF that targets debt issued by companies based in emerging market countries such as Brazil, Russia, and Mexico.

  • Fund Panel Looks at Income Generation

    Janet Levaux

    Though many income-generating investments, like Treasuries, municipal bonds, and dividend-yielding stocks, have posted strong relative returns over the past year, interest rates on high-quality bonds are at historic lows, and the valuations on dividend-producing stocks are at historic highs.

  • Russell Expands ETF Lineup

    Ron DeLegge

    Russell Investments introduced the Russell High Dividend Yield ETF (HDIV) and Russell Small Cap High Dividend Yield ETF (DIVS).

  • Junk Bond Fund Debuts

    Ron DeLegge

    State Street Global Advisors introduced the SPDR Barclays Capital Short Term High Yield Bond ETF (SJNK), which owns lower rated corporate debt with durations of less than five years.

  • Guy Kawasaki on `Enchantment’

    Ellen Uzelac

    In his book, Enchantment: The Art of Changing Hearts, Minds, and Actions, bestselling business guru Guy Kawasaki says that if you want to get people on your side, you have to enchant them.

  • Is the Treasury Run Over?

    Ron DeLegge

    Since the beginning of the year, its been a Tale of Two Cities for U.S. stocks and long-term U.S. Treasuries.

  • RJ-MK Merger: It’s a Wrap

    Janet Levaux

    Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.

  • Broker Exits Spur Recruiting Shift

    Janet Levaux

    The movement of financial advisors out of the wirehouses has continued in early 2012, experts say, and should put Merrill Lynch and Morgan Stanley on notice.

  • A Strategy for Affording College

    Kent Smetters

    Faced with massive budget deficits, state legislators across the country are looking to chop college education funding to fill the gaps.

  • Your Model Day

    Bill Good

    Without any doubt, your most valuable resource is your time.

  • Steady Streams

    Jane Wollman Rusoff

    An unusual and stunning thing happened on the way out of the financial crisis: In 2009, the United States became the worlds largest producer of natural gas.

  • Christie’s Path

    Kenneth Silber

    New Jerseys Gov. Chris Christie is a rising star in Republican national politics.

  • Creating a Future-Ready Natural Gas Industry Now

    Lawrence T Borgard

    My top priority for this year as chairman of the American Gas Association (AGA) is ensuring that our customers, regulators and elected officials are confident in our ability to safely deliver our product.

  • Legacy Builder

    Jane Wollman Rusoff

    Picture the ubiquitous Plan Ahead poster. You know, the one with the little orphaned d because not enough room was left in the allotted space for it to fit in.

  • Debased Currency

    Alexei Bayer

    Despite unprecedented creation of money over the past three and a half years, consumer prices remain moderate.

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