Research Magazine September 2009
Cover Story
The Top-Ranked Advisor Teams in America
Barron's "The Top 1,000 Advisers" recognizes the best financial advisors in the business. As always, Research joins in congratulating all the winners and this year...
Features
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Annuity Analytics: How Much to Allocate to Annuities?
If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
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Historical Research: A Century of Healthcare Battles
A pivotal moment in the health care debate came when the president went before Congress and said this: "Millions of our citizens do not now...
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Clearing a New Landscape
It's no secret that the global financial collapse has pushed vitally important risk management front and center. And perhaps no other segment of the financial services...
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Astute Interviewer
Like a sharp journalist inducing a subject to open up in an interview or a doctor taking a patient's medical history, Eric Hutchinson knows how...
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Outspoken Thinker
For years, Boston University economics professor Larry Kotlikoff has advocated for consumption smoothing -- essentially creating a sustainable living standard that "smooths" out over a...
Editor's Note
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The Shape of Things to Come
There have been lots of headlines recently about an emerging economic recovery. July unemployment ticked down to 9.4 percent from 9.5 percent, as the economy...
News
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Growing Amid Turbulence
Investing in your own backyard may be easy enough, but what about investing in backyards around the globe? One way to do this is with...
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Commentary: Is It OK to Be Leveraged and Short?
Despite ballooning assets and increased trading volume, leveraged and short ETFs are coming under attack. A mid-year regulatory alert sent to financial professionals by the Financial...
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Direxion Leverages Real Estate
The Direxion Daily Real Estate Bull 3x Shares (DRN) and the Direxion Daily Real Estate Bear 3x Shares (DRV) are leveraged real estate ETFs that...
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Marrying Long and Short
The first two funds are linked to the Russell 3000, a barometer of the total U.S. stock market while CSM is linked to the Credit...
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ALPS Goes for Equal Weights
ALPS Equal Sector Weight (EQL) is benchmarked to the Banc of America Securities-Merrill Lynch Equal Sector Weight Index. It owns each of the nine Select...
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Broad Fund Groups Up in '09
Lipper's latest performance data, through July 30, shows that the first half of 2009 has been kind to mutual funds. The performance in all major...
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Can Bonds Continue to Outperform?
Bonds have outperformed stocks by a large margin over the past year because of the financial crisis, and they've also roughly matched stocks over the...
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BofA Hires Sallie Krawcheck; Agrees to Pay Fine of $33 Million
A federal judge has delayed a decision to approve Bank of America's $33 million settlement with the SEC over its failure to disclose to shareholders...
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UBS Settles Tax Case, Poised to Hire McCann, Sheds 800+ FAs
In early August, U.S. authorities struck a deal with UBS over the names of some 4,500 UBS clients who may have evaded taxes and a...
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Morgan Stanley Smith Barney: New ETF Policy, 2Q'09 Results
Morgan Stanley Smith Barney says it is placing certain restrictions on the sale of leveraged, inverse and leveraged-inverse exchange-traded funds (or ETFs) in response to...
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Retirement Income Reporter: Perceptual Techniques
What happens when the hunter confuses the shadow for the prey? Well, you miss the shot and you go hungry or worse. What happens if your...
Voices/Columnists
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Prospecting for 'Hots'
There are three foundation stones necessary to sustain any serious effort to add new clients. Ignore one of them, and your efforts will fail, sooner...
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A Proven Way to Increase Commissions
Last week I had an epiphany. My moment of clarity came on I-95 as I was driving from Connecticut to Baltimore to pick my son...
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Best Practices Pay Off for Advisors
Thousands of financial advisors coached by CEG Worldwide have one thing in common: they want to improve their businesses and be more successful. We know...
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Hard Times in Office Space
Who: William E. Hartman, Executive Vice President, Cushman & Wakefield Where: Nocello, 257 West 55th Street, New York City, July 27, 2009 On the Menu: Gnocchi, salmon...
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The Leveling Recession
Economists often derive ironclad "laws of economics" from very small samples of data observed over a very short time period. Remember the Phillips curve, which...
Investment Spotlight
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The Right Remedies
Research's Health Care Guide: Beckman Coulter Inc. (BEC) Roche Holding AG (RHHBY) Watson Pharmaceuticals Inc. (WPI) --- Karen Andersen,...
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Working Smarter: Engaging Prospects And Clients Through Social Media
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Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
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