Research Magazine

News

Wells Fargo Moves to Fix Tax-Withholding Issue

September 01, 2010

The bank began letting legacy Wachovia advisors set their own tax-withholding level on commissions in August, after automatically withholding 25% for the past seven months. …

Wirehouse Assets: Still on Top, But Losing Market Share

August 31, 2010

The four largest broker-dealers have about 60%, or $1.1 trillion, of the industry’s managed assets, down from 64% last year, according to a recent study. …

Wells Fargo Moves to Fix Tax-Withholding Issue

Wirehouse Assets: Still on Top, But Losing Market Share

Wirehouse Watch: Why Merrill's Results Top Morgan Stanley's

Former ING Advisor Group Hires Second Schwab Exec

Using Managed Futures in Rough Markets - Part I

Using Managed Futures in Rough Markets - Part II

Apple’s iPad Wins Favor With Advisors, Says FiServ-AdviceAmerica ‘Tech Geek’

Raymond James Adds Board Member, Pays Dividend

First MLP ETF Starts Trading

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Feature

WEEKEND INTERVIEW: HighTower’s Weissbluth Contemplates Why Brokers Are Like Butchers

Fiduciary responsibility for brokers? “A change of regulation can’t convert butchers into dietitians”

Current Issue

Four Smart Moves to Boost Your Business Right Now

Focus on those few actions that are going to make you extremely successful....

Hall of Fame

It's time to nominate advisors for the 2010 Research Advisor Hall of Fame.

Hall of Fame Entry Forms

Research Reporter

Broker/Dealers

Six Things Not to Tell a Branch Manager
Conversations between branch managers and prospective hires should not include any of the following gaffes, says executive search consultant Mark Elzweig of New York.

ETFs

Commissions Dropped on Vanguard ETFs
The fund giant aims to boost ETF assets beyond the $100 billion mark with its latest move, as it lowers commissions on other ETFs and stocks traded by its brokerage clients

Mutual Funds

Postive Returns: Four Quarters in a Row
New research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular

Retirement Income

IRA Contributors Falling 40%, Putnam Study Finds
New research finds funding for IRA down sharply in 2010, and Roth conversions are proving unpopular.

Contributors

Alexei Bayer

Prepare for Inflation

It may not be imminent, but a price spiral is coming.

Francois Gadenne

Retirement Income Reporter: Building Trust

Retirement income advice only works in a trusting relationship.

Ron DeLegge

Leveraged, Short ETFs under Attack

Despite soaring assets and popularity among active traders, a number of brokerage firms like Ameriprise...

Moshe Milevsky

Annuity Analytics: How Risky is Longevity?

In this article, I’ll delve more deeply into longevity risk and argue that it’s actually much riskier and less knowable...

Bill Good

Planning Perfect Events

A step-by-step guide for financial advisors set to stage a public event.

Howard Schneider

Putting It into Practice: Two Philosophies

Diverse approaches to building retirement portfolios share some common elements.

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Investing Guides

REIT Investing Guide - September 2010
Experts describe the important role of real-estate investment trusts in investors’ portfolios in this guide, produced in partnership with the National Association of Real Estate Investment Trusts.

Master Limited Partnerships - July 2010
This guide describes the growth fundamentals of master-limited partnerships and is published in partnership with the National Association of Publicly Traded Partnerships.

International Investing Guide – June 2010
Sponsored by Nasdaq OMX, this supplement focuses on trends in global investing, with views from portfolio managers and other experts on the debt crisis in Greece, bright spots in Eastern Europe and related trends.

Natural Gas Investing Guide - May 2010
This guide looks at the current dynamics and growth potential of the natural-gas energy sector, as well as the 60 publicly traded firms in it. It is produced in partnership with the American Gas Association.

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Fact Sheets

	American States Water The company provides clients with water, electricity and wastewater services.
	Cedar Shopping Centers The REIT owns, operates and develops more than 100 shopping centers that include supermarkets and drugstores.
	Kimco Realty This real-estate investment trust acquires, develops and manages shopping centers and operates properties nationwide.
	National Retail Properties The REIT provides development, financing, ownership and management services for net-leased retail properties.
	ProLogis The real-estate investment trust owns, operates and develops industrial-distribution properties worldwide.

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