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BREAKING NEWS/WEB EXCLUSIVES


October 2008

2008 ETF Advisor Hall of Fame: Pioneers in Portfolio Management


Welcome to Research magazine’s second annual ETF Hall of Fame. This year, we honor two sole practitioners and a team of three. All the advisors had been tenaciously seeking specific investment solutions, and they indeed found them in versatile, no-surprises exchange-traded funds, now central to their business.


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Advisors in Motion

10/1/2008
By ELLEN UZELAC

Wall Street’s ugly industry stumbles will likely result in a stream of broker defections next year as advisors seek to distance themselves from sullied firms and recoup stock losses attached to their no-longer golden handcuffs.

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Are You a Stock or a Bond?

10/1/2008
By MOSHE A. MILEVSKY, PH.D.

Pensions Are Dying; Long Live Pensions
“…At present, the only way a company can manage the risk of long-lived workers is to work them so hard that they die within a few years of retirement; this is not a good way to retain staff….”
Financial Times , editorial, September 30, 2006

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Research Supplements


Electric Utility Investing Guide


REIT
Investing Guide


Master Limited Partnerships Investing Guide


International Investing Guide

Coping with the Wall Street Crisis
Archives now available for the web seminar series Coping With the Wall Street Crisis. To access the audio archives, click play on one of the audio files below.

Communicating with Clients 9/22/2008
Fine-Tuning the Portfolio 9/24/2008
Weighing the Business Options 9/26/2008
This event was sponsored by Pershing


Fact Sheet Reprints