Research Magazine-May 2015

Issue Gallery ›

  • Lipper Names Top Fund Groups

    Janet Levaux

    Thomson Reuters has named the winners of the Lipper U.S. Fund Awards for 2015. The select group of fund families was recognized recently at a ceremony…

  • Cetera Names COO

    Janet Levaux

    Cetera Financial Group recently tapped J. David Ballard, a former AIG Advisor Group executive, to become its chief operating officer. Starting next week,…

  • UBS Rolls Out New Succession Plan

    Janet Levaux

    UBS Americas has rolled out a new succession program for its advisors. The effort, which has a five-year timeline, is called the Aspiring Legacy Financial…

  • High-Yield Bond Trouble Ahead?

    Ronald Delegge

    Although high yield bond ETFs (JNK) have lagged higher rated investment grade debt, the underperformance is far from bear market territory. JNK has edged…

  • TDF Returns in Focus: Morningstar

    Janet Levaux

    Morningstar has issued its 2015 Target-Date Fund Landscape Report, which shows that asset-weighted average investor returns of target-date funds are 1.1…

  • Real Estate Has Strong Q1

    Janet Levaux

    U.S. REITs are outpacing most other equity indexes in early 2015, according to the latest figures from the National Association of Real Estate Investment…

  • How to Solve Diversification Problems

    Ronald Delegge

    “Diversification is the most effective form of risk management, and every decision must be consistent with maintaining a high degree of diversification—or…

  • Japanese Stocks Shoot Higher

    Ronald Delegge

    Memo to investors in international markets: The Nikkei index crossed above 20,000 points for the first time in 15 years and Japanese stocks appear poised…

  • J.D. Power Ranks Full-Service Firms

    Janet Levaux

    J.D. Power's latest survey of investors working with financial advisors shows their overall level of satisfaction is unchanged from last year at 807 on…

  • Equal Weight: Middle Road of ETF Investing

    Ronald Delegge

    Over the past 50 years, the nature of index investing has changed radically, as index-based funds like ETFs have taken a prominent place in portfolio management.…

  • What Is Good Advice?

    Marshall Jaffe

    One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.

  • Becalmed Volatility

    Ronald Delegge

    Although spring has arrived and bears are coming out of hibernation, stock market volatility is still fast asleep.Since the start of the year, the CBOE…

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