Research Magazine March 2010
Cover Story
Social Networking: Going Online Without Crossing the Line
Plagued with risk management concerns, Wall Street firms have been painfully slow to build out formal social media strategies. Some have blocked access to...
Features
-
Outside the Box with Ken Fisher
Redwood-rich Woodside, Calif., is geographically and aesthetically about as far away from Wall Street as you can get within the U.S. Yet this small town...
-
The Gleam of Gold
Gold's appeal as an investment is bound up with its historic role as a form of money and linchpin of the monetary system. Gold prices...
-
Annuity Analytics: Fidelity & MetLife's Growth and Guaranteed Income VA
PRODUCT REVIEW Late last year, I promised I'd dedicate future installments of Annuity Analytics to providing guidance on specific products by "unraveling their DNA." In this...
-
Pro-Consumer
Laurence P. Greenberg President, Jefferson National Life Insurance Co., New York City What Drives Him: "One: To do something that no one has done before. Two: To...
Editor's Note
-
Sensing Vulnerability
The Chinese military made headlines recently by calling on China to dump U.S. bonds in retaliation for a $6.4 billion U.S.-Taiwan arms deal. "Our retaliation should...
News
-
Schwab Tackles the ETF Business
After months of behind-the-scenes planning, Charles Schwab finally has its own menu of proprietary ETFs. In November 2009, the San Francisco -based company began...
-
Bonds: Strong in '09, Volatile in '10
Lipper's latest data show that most bond groups are in positive territory for the first month of 2010. In the beginning few weeks of the year,...
-
Wirehouse Performance Takes Divergent Paths
With the latest earnings results, the varied strategies and performance of the remaining -- and transformed -- wirehouse firms are becoming clearer though not...
Voices/Columnists
-
The FA Recovery Plan
We've just been through a punishing decade for this industry and the investing public. Now, let's do some planning so that 2010 completes the...
-
The Truth
Honesty is the best policy. Apparently, even in business. At least that's what I learned two snowy Friday nights ago. A light snowfall had been falling...
-
Conscious Retention
To be successful, it's vitally important that you put conscious focus on retaining your current clients, for three reasons. First, as people in many sales...
-
Land of Milk and Money
In their recent book, Start-Up Nation, Dan Senor and Saul Singer argue that one of the main reasons Israel has had such success in starting...
Investment Spotlight
-
REITs: Repositioning for Growth
David Fick, CPA Stifel Nicolaus dfick@stifel.com 443-224-1308 With two years of financial upheaval, investors are now dusting off and trying to figure out what to do with remaining assets....
-
Health Care: Potent Pipelines
Damien Conover, CFA Karen Andersen, CFA Morningstar 312-696-6000 Pharmaceuticals: While the majority of pharmaceutical companies are losing patents on major blockbuster drugs over the next five years, strong pipelines...
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.
