Research Magazine-November 2009

Issue Gallery ›

  • Bob Rodriguez’ Farewell Address

    Jane Wollman Rusoff

    Robert Rodriguez doesn't run with the pack. Indeed, having the courage of his convictions has made this independent thinker one of the most successful...

  • Capitol Player

    Ellen Uzelac

    CATHY WEATHERFORD: PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE; WASHINGTON, D.C. SOUNDBITE: "The stakes have never been higher. Our members are very thankful they have an association...

  • The Sales Job

    Bill Miller

    While cruising the trade publications, I can't help but notice all the ads from broker-dealers. Each one attempts to put its own slant on what...

  • Bread and Circuses

    Gil Weinreich, Gil Weinreich

    As the close of this difficult decade draws near, some are tempted to assume the cycle of economic decline we have experienced will once...

  • Renewed Vibrancy

    Janet Levaux

    Steven D. Schwartz, CFA Raymond James 352 262 3940 The Insurance Services Office released its 2Q09 property/casualty industry results [in late September]. Property/casualty (P&C) net income...

  • A Look at Top Sectors

    Staff Writer

    There are many favorite sayings for avid sector investors. "Individual stocks come and go, but industry sectors never die," is one such expression. The...

  • New ETF Offerings Hit the Street

    Staff Writer

    It was a busy third quarter for ETF providers, as they introduced new products to meet market demand and round out their fund lineups. State Street...

  • Pumping Out Commodity Funds

    Staff Writer

    Financial advisors interested in natural resources stocks now have another commodity ETF among their choices. The Thomson Reuters/Jeffries CRB Global Commodity Index Fund (CRBQ)...

  • Fox River Launches ETF Platform

    Staff Writer

    Fox River Execution has collaborated with Barclays Global Investors by introducing a new ETF trading platform that provides a comprehensive system for competitive, real-time...

  • What Goes for Robins

    Francois Gadenne

    Recently, a reader of my August column "A Field in Flux" asked me for more details about business models relevant to the retirement income opportunity....

  • Can Commodity ETFs Survive?

    Staff Writer

    The U.S. Commodity Futures Trading Commission (CFTC) has been waging war against commodity index funds, and visible evidence they are winning that war has...

  • Annuity Analytics: Back to Basics

    Moshe A. Milevsky

    In my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...

  • Making a Difference

    Jane Wollman Rusoff

    CEO-PRESIDENT, AMERICAN FINANCIAL NETWORK, Calabasas, CALIF.; AUM: $1.2 billion HIS FIRM'S FOCUS: "We bridge the gap between businesses and the people who own them." Here's...

  • Ideal Client Profile

    Patricia J. Abram

    The converse of the age-old adage that "you get what you look for" is that if you don't have in mind what you're looking for,...

  • The Next Economic Debacle

    Alexei Bayer

    When reservation at this well-known midtown Mexican place, I had no idea it doubled as a back entrance to the Ed Sullivan Theater, the home...

  • The Health Care Fallacy

    Alexei Bayer

    Debate on U.S. health care reform is dangerously skewed. Sure, the current system is expensive and inefficient. But inefficiencies of one kind or another plague...

  • The Future of Retirement Income

    Ellen Uzelac

    The lingering economic crisis has caused many clients to rethink retirement -- putting fundamentals like "How?" "What?" and "When?" into high relief. As George Walper, president...

  • Bonds Keep Momentum

    Janet Levaux

    Analysts are scratching their heads. "It's hard to believe that three months ago we looked upon the bond funds world with amazement because the average taxable...

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