Research Magazine July 2010
Cover Story
Portrait of a Branch Manager
As spring 2009 approached, disarray reigned at Merrill Lynch Wealth Management's La Jolla, Calif., office: Its long-time manager had just left; a million-dollar producer had...
Features
-
Getting to Know You
During the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...
-
The Resurgent Fifties
In 1952, the New York Stock Exchange conducted a survey to see how many Americans participated in the stock market. The findings were sobering: just...
-
Policy Analytics: Investing in a Rising Tax Environment
A year and a half into the Obama administration, the federal budget deficit is soaring. Spending has swelled as the government expended funds to support...
-
Health Care Perform
Ron Mastrogiovanni Co-Founder-President-CEO, HealthView Services, Topsfield, Massachusetts. On demystification: "It's critical to explain today's exponentially more complicated products to consumers so they can make decisions...Firms who do...
Editor's Note
-
Reclaiming American Independence
In a startling briefing to trade union chiefs in Europe in June, EU President Jose Manuel Barroso reportedly warned of a possible collapse of democracy...
News
-
Will Emerging Markets Soar?
Emerging markets have thrived recently, rising around 75 percent in the past year alone. Is this a multi-year mega-trend or a flash in the pan?...
-
Funds Flows Moving with the Markets
The wild market rides prompted investors to pull some $13.2 billion out of long-term mutual funds in May, particularly from equity funds, reports Morningstar, though...
-
Experts Share Views on Diverse Global Growth
(Hollywood, Fla.) International-stock funds have been outpacing their U.S. counterparts in early 2010, as they did in 2009. According to Morningstar, some $576 million flowed into...
-
LPL Financial Shares IPO Plans; On Track to Rival Wirehouses
LPL Financial filed statements with the SEC in early June 4 to go public with an estimated $600-million stock offering. The independent broker-dealer has 12,026 independent...
-
Summer Conferences: Handling a Crisis
Hollywood, Fla. -- At Pershing's Insite 2010 conference in June, three top financial advisors outlined the steps they've taken to succeed during the financial meltdown...
-
Summer Conferences: Asking the Consumer
Huntington Beach, Calif.-- General sessions of conferences tend not to produce a lot of insight into practical matters facing financial advisors. Often the speakers are...
Voices/Columnists
-
According to Me
It's always embarrassing to forget a birthday or anniversary -- especially when it's your own. I wrote my first article in Research magazine in May 1990....
-
Testing
I hate taking tests. It's not that I'm worried about not passing the test. Actually, what I really hate is studying to take the test....
-
Worrisome Italy
Charles De Gaulle reputedly once said that when it came to Europe, Germany was meat, France was potatoes and everything else was just a side...
Sponsor
Showcase
Actionable insights to help you make better global investment decisions.
Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
View All »
Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
In this white paper you will learn how to earn more referrals and grow your...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
