Research Magazine December 2012

Hall of Fame Winners to Date

By Editorial Staff

The full listing of Research Hall of Fame winners.

Predictions by Fisher, Gundlach, Rodriguez: Research’s All-Star Roundtable

By Jane Wollman Rusoff

A Research Roundtable of five distinguished names, including Kenneth Fisher, Jeffrey Gundlach and Robert Rodriguez, serve up their best analytic thinking and forecast how critical situations could shape up next year.

Sentimental Fools: Pity the Poor Mutual Fund Investor

By Michael Finke

Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.

Do You Have What You Need?

By Robert Tyndall

One of many moving stories of Hurricane Sandy involved a family in an affluent area of New York awakened by the rush of water into their home.

The Numbers Don’t Lie: Boomers Nervous About Health Care, Social Security

By Bob Seawright

The 2012 Retirement & Politics Survey by Allianz has found that “transition boomers”—people between the ages of 55 and 65 who are less than 10 years away from retirement—see rising health care costs and Social Security as having the greatest impact on their retirement outlook.

Cold Call Champions: The Winning Scripts

By Bill Good

This is the fourth and final article in my series on cold calling. In previous articles, I promised my readers “Send me your cold calling scripts.

Hidden Inflation

By Alexei Bayer

Inflation in the United States has been remarkably low, despite a lethal combination of extremely loose monetary policy and trillion-dollar annual budget deficits, which apparently have become a new normal.

Holiday Card Crisis

By Bill Miller

I don’t know about you, but nothing gives me a warmer, fuzzier holiday feeling than knowing I am a key cog in hundreds of marketing plans across the continent.

Raymond James Hosts Women’s Symposium

By Janet Levaux, AdvisorOne

CEO Paul Reilly explained how the integration of Morgan Keegan is making Raymond James a better firm than top brass anticipated during the final session of the firm’s 18th annual Women’s Symposium.

Commonwealth Outlines ‘Glide Path’ at Meeting

By Janet Levaux, AdvisorOne

Gathered at their national conference in San Antonio in early November, Commonwealth Financial executives said they plan to give financial advisors more official options in how they do business with the independent broker-dealer, starting in the second quarter of 2013.

Q3’12 Earnings

By Janet Levaux, AdvisorOne

Bank of America had net income of $340 million, or $0.00 per share, in the third quarter, compared to $6.2 billion, or $0.56 per share, in the year-ago quarter.

Q3 Good for Target Funds, Asset Classes

By Janet Levaux, AdvisorOne

The latest report on fund performance from Morningstar’s Ibbotson Associates shares the results of the third quarter.

Hennessy Absorbs FBR

By Janet Levaux, AdvisorOne

Novato, Calif.-based Hennessy Advisors wrapped up its acquisition of assets from 10 fund products of FBR Funds.

Can China Regain Its Edge?

By Ronald Delegge, ETFguide.com

When the financial crisis struck the U.S., China gloated over the “failure” of the West’s free market system. But five years later, China—the world’s “growth engine”—is stalling.

Market Neutral ETF Debuts

By Ronald Delegge, ETFguide.com

IndexIQ introduced the the IQ Hedge Market Neutral Tracker ETF (QMN) in October. QMN is designed to offer investors liquid, transparent market neutral hedge fund exposure

RIA Embrace of ETFs Seen

By Ronald Delegge, ETFguide.com

More registered investment advisors are adopting ETFs in client portfolios, according to a new Invesco study.

Before Buying That Hot IPO…

By Ronald Delegge, ETFguide.com

IPOs are supposed to represent the Holy Grail. But is it really your lottery ticket to riches?

Growth Path

Steady improvements in job numbers and home values should help boost consumer spending, analysts say.