Research Magazine February 2010
Cover Story
Retirement Boot Camp
It's tough and intense, exacting and disciplined. It's retirement boot camp, and clients who don't get with the program could find themselves financially unfit...
Features
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Can You Trust Your Insurance Company?
Whenever annuity expert Moshe Milevsky headlines client appreciation events these days, one overarching concern inevitably bubbles up: the solvency of life insurance companies. "It's credit risk,...
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Benjamin 'Tad' Edwards: A Start-Up with Pedigree
Benjamin "Tad" Edwards IV CHAIRMAN, CEO & PRESIDENT; BENJAMIN F. EDWARDS & CO; CLAYTON, MO. SOUND BITE: "The most important thing is we are a client-first firm....
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The Fed and Its Enemies
The Federal Reserve is under siege. Proposals abound to curtail the institution's power, through stepped-up congressional involvement or the transfer of some of its responsibilities...
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Annuity Analytics: Age-Old Lessons From Japan
One of the many disorienting feelings that eventually hit you once you arrive in Japan -- or at least for people who think about demographics...
Editor's Note
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Presented with Opportunity
Now that most of us have already blown our diets and other New Year resolutions, is there something of the determination we felt just a...
News
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ETF Investing: Risk Makes a Comeback
The dynamics of investor behavior over the past 11 months have done a complete reversal. Formerly risk-averse investors have been re-converted into risk takers. ETF...
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Target Investing: Emerging Markets
Looking to quench investor's appetite for hot performing stocks in emerging market countries, more ETF providers are launching new funds targeting the area. Lisle, Ill.-based Claymore...
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Bond Demand Grows
After vacuuming around $42 billion over the past 12-months, it's been a good year for managers of bond ETFs. The credit market is slowly returning...
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Values Based ETFs: Investing Faithfully
A new lineup of exchange-traded funds (ETFs) proposes to follow the values of Baptists, Catholics, Lutherans, Methodists and other Christians. The FaithShares Catholic Values...
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Strong Fund Returns in '09, Best Since '03, Lipper Says
The returns of mutual funds in 2009 are in, and according to Lipper, performance was stellar. World equity funds (up 42.38 percent) posted their...
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'09 Fixed Income Results: 'Quite a Year,' Analysts Say
Though General U.S. Treasury Funds lost 4.77 percent for December to finish the year down 6.47 percent, notes Jeff Tjornehoj, research manager for the U.S....
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Janus Taps New CEO, Pimco Veteran
Janus Capital Group says Richard M. Weil has been appointed chief executive officer and a member of the board of directors, effective February 1. Janus Chairman...
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UBS Adjusts FA-Recruiting Packages: Pushes Total Bonuses Up to 260-280%
Under the leadership of former Merrill Lynch executive Bob McCann, UBS Wealth Management Americas has introduced a new recruiting package. Though UBS' latest recruiting...
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Morgan Stanley's Online Forum for Women Proving Popular
Morgan Stanley Smith Barney says that its website for women interested in becoming financial advisors has been visited by nearly 30,000 individuals since July...
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Fidelity Says 25-30% Growth is 'Doable'
Fidelity says that it has helped "a record number of brokers" transition to independence in 2009. At the end of November 2009, the number...
Voices/Columnists
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Aiming High
The Holy Grail among many firms' coaches, seers, and gurus, not to mention FAs, is the high-net-worth (HNW) investor. With a wealthier clientele, other things being...
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Blood in the Water
Over the past few years, there has been a massive feeding frenzy among broker-dealers. Financial advisor recruiters (sharks), both independent and proprietary, are always out...
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Undemocratic Credit: Finance (Including Banking) Finance Regains Prudence, at a Price
In the old days, bankers only wanted to do business with rich people. If you needed a million dollars, you could never get it from...
Investment Spotlight
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Midstream MLPs: Superior Returns
During 2009, the Alerian MLP Index (NYSE: AMZ) delivered a 76% total return. However, it is important to remember that the AMZ fell 37% in 2008....
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Package & Freight Transportation: Improving Trends
Thomas R. Wadewitz J.P.Morgan 212-622-6461 thomas.r.wadewitz@jpmorgan.com We continue to have a broadly constructive view of transports based on our expectation of growth in the economy and in transport volumes...
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