Research Magazine-November 2013

Issue Gallery ›

  • WFA Leadership Changes

    Janet Levaux

    Danny Ludeman, head of Wells Fargo Advisors, will retire on Jan. 1 after 34 years with the group, the company said. He will be replaced by Mary Mack,…

  • Mixed Q3 News for Equities, Bonds

    Janet Levaux

    Long-term mutual funds had $2.5 billion of inflows in September, according to Morningstar, as international equities attracted investors. On the downside,…

  • Seeking Your Endorsement

    Gil Weinreich

    An ad campaign for a local election plastered the faces of four community members who supported the office seeker.I found this interesting and noteworthy:…

  • Risks, Growth in Focus at Confab

    Janet Levaux

    Chip Roame, head of Tiburon Strategic Advisors, drew attention to several risky trends affecting the financial services industry during his keynote…

  • Solid Fundamentals

    Ed McCarthy, CFP, RICP

    Christopher Ecclestone Hallgarten & Company cecclestone@hallgartenco.com 973-889-1136Entrée Gold (EGI) is, in our view, strongly undervalued…

  • LPL Strikes Retirement Plan Deal

    Janet Levaux

    LPL Financial has announced that New York Life Retirement Plan Services will allow some investors to get one-on-one financial advice from LPL reps…

  • Are Fundamental ETFs Better?

    Ron DeLegge

    While traditional market capitalization weighted funds still rule the roost, ETFs that use alternative weighting strategies deserve attention.

  • Your Sales Pipeline’s Dark Side

    Bill Good

    Failure to understand and manage these perils in your pipeline will just cause you to work harder, or worse, you will get discouraged and quit.

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