Research Mag

Five Questions for a Top Retirement Advisor

CustomerService@sbmedia.com (ED MCCARTHY) — Tue, 10 Nov 2009 16:00:00 PST

A discussion with Jeffrey W. Cornell, Senior Vice President - Investments, I.A.R., Raymond James & Associates, Chicago.

Women & LTC: AARP Survey Reveals Trends

CustomerService@sbmedia.com (ED MCCARTHY) — Tue, 10 Nov 2009 16:00:00 PST

More than two-thirds of respondents (65%) indicate they cannot afford the cost associated with long-term care planning.

Retirement's 'New Normal'

CustomerService@sbmedia.com (ED MCCARTHY) — Tue, 10 Nov 2009 16:00:00 PST

A recent paper from Allianz outlines how dramatic changes to the economic landscape are changing behavior, and gives an overview of the role fixed annuities could have in financial planning.

Measuring the Benefits of Tax-Deferred Annuities

CustomerService@sbmedia.com (ED MCCARTHY) — Tue, 10 Nov 2009 16:00:00 PST

There are many situations when the tax benefit of a tax-deferred annuity outweighs those of a taxable account.

UBS Down 680 FAs in Q3

CustomerService@sbmedia.com (JANET P. LEVAUX) — Tue, 03 Nov 2009 16:00:00 PST

After selling some 380 advisors to Stifel Nicolaus, UBS Americas now has 7,286 advisors in its ranks as of September 30, 2009.

RJ Recruits 750-Plus FAs

CustomerService@sbmedia.com (JANET P. LEVAUX) — Sun, 01 Nov 2009 16:00:00 PST

Raymond James Financial has more than 5,300 financial advisors as of September 30, 2009.

Bob Rodriguez' Farewell Address

CustomerService@sbmedia.com (JANE WOLLMAN RUSOFF) — Sat, 31 Oct 2009 17:00:00 PDT

The First Pacific Advisors' investing giant offers his ever-candid thoughts on financial markets and the economy ahead of his 2010 sabbatical

The Next Economic Debacle

CustomerService@sbmedia.com (ALEXEI BAYER) — Sat, 31 Oct 2009 17:00:00 PDT

Manhattan Institute scholar Nicole Gelinas warns the response to the economic crisis sets the stage for a more severe crisis down the road.

Can Commodity ETFs Survive?

CustomerService@sbmedia.com (RONALD L. DELEGGE) — Sat, 31 Oct 2009 17:00:00 PDT

How can advisors and their clients deal with the regulatory mess affecting commodity ETFs?

‘Time for Something Real’ at the Wirehouses, Says Industry Consultant

CustomerService@sbmedia.com (JANET P. LEVAUX) — Sat, 31 Oct 2009 17:00:00 PDT

Tiburon Strategic Advisors' Chip Roame shares his views on what BofA Merrill, Morgan Stanley Smith Barney, Wells Fargo - Wachovia and UBS need to do to win more clients and more advisors.

Funds See Strong Third Quarter '09 Results, Lipper Says

CustomerService@sbmedia.com (JANET P. LEVAUX) — Sat, 31 Oct 2009 17:00:00 PDT

World equity funds (+18.76 percent) took top honors within the four broad fund breakouts for the quarter, followed by sector equity funds (+18.32 percent), U.S. diversified equity funds (+15.76 percent) and mixed-equity funds (+12.68 percent).

Annuity Analytics: Back to Basics

CustomerService@sbmedia.com (MOSHE A. MILEVSKY) — Sat, 31 Oct 2009 17:00:00 PDT

Understanding what economists call the comparative statics is essential for motivating the tax deferral benefit and the role of “accumulation” annuities, independently of everything and anything else that is being included in the package.

The Health Care Fallacy

CustomerService@sbmedia.com (ALEXEI BAYER) — Sat, 31 Oct 2009 17:00:00 PDT

Efficiency is not the only, or best, measure of the quality of our health care system

The Sales Job

CustomerService@sbmedia.com (BILL MILLER) — Sat, 31 Oct 2009 17:00:00 PDT

Watch out for public-relations maneuvering on the part of broker dealers as you consider switching firms.

Ideal Client Profile

CustomerService@sbmedia.com (PATRICIA J. ABRAM) — Sat, 31 Oct 2009 17:00:00 PDT

Make sure you know what kind of clients you want.

Making a Difference

CustomerService@sbmedia.com (JANE WOLLMAN RUSOFF) — Sat, 31 Oct 2009 17:00:00 PDT

Securities America's Brett Ellen believes in more than just making money.

Capitol Player

CustomerService@sbmedia.com (ELLEN UZELAC) — Sat, 31 Oct 2009 17:00:00 PDT

Cathy Weatherford steers the revamped Insured Retirement Institute.

Renewed Vibrancy

CustomerService@sbmedia.com (JANET P. LEVAUX) — Sat, 31 Oct 2009 17:00:00 PDT

With a stronger capital base and new products on the horizon, insurers are poised for earnings growth and better days ahead, equity analysts say.

What Goes for Robins

CustomerService@sbmedia.com (FRANCOIS GADENNE) — Sat, 31 Oct 2009 17:00:00 PDT

In implementing a business model, failure is an option.

The Future of Retirement Income

CustomerService@sbmedia.com (ELLEN UZELAC) — Sat, 31 Oct 2009 17:00:00 PDT

Financial advisors need a new business model for delivering clients’ monthly paychecks.

Historical Research: Inventing Financial Futures

CustomerService@sbmedia.com (KENNETH SILBER) — Sat, 31 Oct 2009 17:00:00 PDT

How new financial markets emerged from turmoil in the early 1970s.

Bread and Circuses

CustomerService@sbmedia.com (GIL WEINREICH) — Sat, 31 Oct 2009 17:00:00 PDT

Over the past decade, federal government spending reached the $400 billion level.

Pumping Out Commodity Funds

CustomerService@sbmedia.com (RONALD L. DELEGGE) — Sat, 31 Oct 2009 17:00:00 PDT

The Thomson Reuters/Jeffries CRB Global Commodity Index Fund (CRBQ) from ALPS Funds has debuted.

New ETF Offerings Hit the Street

CustomerService@sbmedia.com (RONALD L. DELEGGE) — Sat, 31 Oct 2009 17:00:00 PDT

New offerings from ETF providers in the third quarter of 2009 include funds with a focus on muni bonds and emerging markets.

A Look at Top Sectors

CustomerService@sbmedia.com (RONALD L. DELEGGE) — Sat, 31 Oct 2009 17:00:00 PDT

There are more than 200 sector ETFs, making it one of the largest ETF categories.