Research Magazine-September 2014

Issue Gallery ›

  • Q2 Target-Date Update

    Janet Levaux

    The average target-date fund posted returns of close to 4% return in the second quarter of 2014, according to Morningstar. The funds were buoyed by U.S.…

  • American Century Exec Named

    Janet Levaux

    American Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…

  • Wirehouses Share Q2 Results

    Janet Levaux

    UBS advisors in the Americas continue to improve their individual results and surpassed a key wirehouse rival when it comes to average fees and commissions…

  • Merrill Rolls Out Team Option

    Janet Levaux

    Starting in August, Bank of America-Merrill Lynch (BAC) said, its advisor trainees would have the option of joining a team as a specialist and finishing…

  • Wells Hires Digi Chief

    Janet Levaux

    Wells Fargo Advisors tapped Devon McConnell to head of WFA Digital, a new post that reports directly to WFA President Mary Mack starting in August. McConnell…

  • Robust Results

    Ed McCarthy, CFP, RICP

    Karen Andersen, CFAMorningstar312-696-6000Karen.Andersen@morningstar.comWe think Roche Holding's (RHHBY) drug portfolio and industry-leading diagnostics…

  • Beware: ETN Pitfalls Abound

    Ron DeLegge

    After five consecutive yearly gains, the global equity market has more than recovered. Credit markets, with the exception of isolated places like Argentina,…

  • Crash Course

    Gil Weinreich

    The shorter days of a waning summer usually herald a season of seriousness, as students of all ages crack open the books and hunker down for the stresses…

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