Research Magazine August 2010
Cover Story
Europe's Debt Crisis -- And Ours
Europe nominally has a public debt crisis. But the Continent's real crisis is of central political and social planning, done not through overt decree but...
Features
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Preparing for a Fiduciary Future
The almost certain expansion of the fiduciary standard will have a dramatic impact on traditional brokers -- affecting everything from how much money they make...
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Reawakening the Dragon
China's stock market was born in the 19th century, abolished and reborn in the 20th century and in the first decade of the 21st has...
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What Goes Around Comes Around
Bob Burg started out broadcasting the news on radio and television. But it is the information he has imparted for 18 years now as a...
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'Intellectual Trust'
Robert S. Scherer Managing Director-Investments; The Scherer Group at Graystone Consulting; Morgan Stanley Smith Barney; Washington, D.C. Fun Fact: Scherer joined E.F. Hutton in 1983. His office...
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Income Annuities Demystified
By the time an investor is ready to purchase a life annuity, he has generally had experience with many financial products. Whether the vehicle is...
Editor's Note
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In Your Clients' Eyes
In these challenging times, wirehouse firms aren't eager to retain smaller producers, many of whom are heading to more hospitable indie firms or just looking...
News
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Have Munis Lost their Mojo?
It's no secret that cities, states and counties across the U.S. are in dire straits. Budget deficits are up, tax revenues are down. What lies...
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Vanguard Plans ETF Expansion
According to a June 24 registration filing with the Securities and Exchange Commission (SEC), Vanguard is planning 19 new funds with corresponding ETF shares. The...
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Targeting Brazilian MidCaps
Global X Funds, a New York-based ETF provider, has launched the Global X Brazil Mid Cap ETF (BRAZ). The fund owns midcap stocks with market...
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Maturity-Date Funds Arrive
Seven corporate bond ETFs were launched by Claymore Securities. The new bond ETFs have maturity dates in the 2011-2017 range and follow indexes that mainly...
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BofA-Merrill Lynch Rolls Out New Discount-Trading Platform
Bank of America-Merrill Lynch launched the Merrill Edge platform on June 21 to give new and existing customers discount online-trading, banking and other services. The online-trading...
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Funds Struggle in Second Quarter
With U.S. markets off roughly 6-13 percent in the second quarter of 2010, very few funds were able to carve out positive results, according to...
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Morningstar Investment Conference Highlights
At the first day, June 23, of the annual Morningstar Investment Conference, a group of Morningstar analysts called for more disclosure on actual mutual fund...
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Impact of Financial Reform Bill on Advisors, Broker-Dealers and Banks
While it isn't an updated version of Glass-Steagall, the latest financial-services reform legislation -- still in need of a few last Senate votes to pass...
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Commonwealth's New Marketing Plan: Giving Advisors Communications Toolkit
Independent advisors with Commonwealth Financial Network are taking advantage of the broker-dealer's Four-Corners Marketing program, which was launched earlier this year. The program gives its 1,200-plus...
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'The Quality Recruiter's Role Has Evolved,' Says Diamond
The article "Sick of Recruiters," the Research May cover story, struck me as being out of date. Certainly with all the changes Wall Street has...
Voices/Columnists
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Planning Perfect Events
Author's Note: A perfect plan for a perfect event includes invitations, checklists, confirmation scripts, and much much more ... far more than I can include...
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Take the Test
As you may recall from last month, I hate taking tests. In fact, about the only way I take a test is if someone makes...
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How the Euro-Zone Affects U.S. Markets
The government debt crisis involving Greece, Spain, Portugal and other European countries has been pretty good for the United States. It provided a moral satisfaction,...
Investment Spotlight
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Dividend Achievers: Seeking Total Return with Dividend Stocks
You'd be hard-pressed nowadays to find anyone with a muted view of dividend stocks after the past decade's performance.Consider the returns produced by the Mergent...
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Precious/Base Metals: Still Shining
Frank Holmes U.S. Global Investors 800-873-8637 Gold: For the week ending July 9, spot gold closed at $1,211.60 per ounce down, unchanged for the week. Gold equities, as...
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