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September 1, 2009

Cover Story

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 takes a closer look at three special firms that made the cut. ...




News

Research spoke with Glenn Smith, director of ETF sales at Van Eck, about today’s investment opportunities and the firm’s products. ...

Are leveraged and short ETFs right for your clients? Before you answer this question, here are three key things to keep in mind: time horizon, risk tolerance and investment goals. ...

Two new Direxion ETFs that focus on real estate stocks have just been introduced. ...

ProShares has introduced the Ultra Russell 3000 (UWC), UltraShort Russell 3000 (TWQ) and the ProShares Credit Suisse 130/30 (CSM) ETFs. ...

The ALPS Equal Sector Weight ETF (EQL) has just launched. The new fund is an ETF of ETFs that delivers exposure to the U.S. large-cap equity market by investing equal proportions in each of the nine Select Sector SPDRs....

The performance of all major fund categories is positive year to date, with world-equity funds posting total returns of nearly 24 percent and U.S. equity funds returning about 14.5 percent in the first two quarters....

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 past 40 years....

Krawcheck takes the reigns at Merrill, as BofA continues legal trussles over bonuses....

As an important tax case gets resolved, UBS seems poised to hire former Merrill head Bob McCann to lead its wealth-management unit in the Americas. ...

The nearly 18,450 Morgan Stanley Smith Barney advisors had average annualized revenue of $671,000 and average client assets of $77 million, according to Morgan Stanley’s second-quarter press release. ...

The retirement income picture should be viewed in multiple ways....

Voices/Columnists

How financial advisors can generate, develop and administer leads. ...

Financial advisors need to follow the government’s lead and charge tolls and taxes on every little thing they do. ...

A recent study unveils the practices that set top financial advisors apart....

Conversation over lunch at Nocello with William E. Hartman, Executive Vice President, Cushman & Wakefield...

Unemployment and job destruction is probably the first small step toward standard-of-living equalization....

Investment Spotlight

Through acquisitions and drug approvals, a select group of health-care companies are poised to successfully navigate the changing market landscape. ...



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