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
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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...
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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...
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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...
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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
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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
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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?...
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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...
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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...
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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...
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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...
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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
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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....
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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....
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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...
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