Research

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Articles in October 2002 issue of Research

• S&P warns of bond ETF risk. (Not for the Squeamish).(Standard and Poor's Corp. warning about exchange-traded bond funds)(Brief Article)
  by Martin, Robert Scott
• Maximizing your time talent: the solution is delegation and design. (Leverage).(Commonwealth)(Brief Article)
• SUEZ. (Citibank Depositary Receipt Issuers).(Brief Article)
• The 529 edge: advisors who understand all the wrinkles of 529 plans find them an invaluable aid to enhancing relationships with clients and bringing in estate-planning and other new business.(funding for college education and estate planning)(Brief Articl
  by Rusoff, Jane Wollman
• NASD comes under legal fire. (Biting the Watchdog).(National Association of Securities Dealers sued by law firm Aidikoff & Uhl)(Brief Article)
  by Martin, Robert Scott
• Investing in Afghanistan. (Pax Corps).(Pax World Balanced Fund)(Brief Article)
  by Martin, Robert Scott
• Skepticism on main street. (In Review).(Book Review)
  by Scott, Mary
• Hanson PLC. (Citibank Depositary Receipt Issuers).(Brief Article)
• Global diversification: a skeptical inquiry; the trend over the past five years seems to favor actively managed international funds over index funds. (Focus on Financial Planning).(comparison of international and index funds)
  by Cochran, Robert A.
• Exchanges tighten security. (Market Defense).(stock exchange employees must pass background check and be fingerprinted)(Brief Article)
  by Martin, Robert Scott
• Lean years. (Publisher's Letter).(investment advisor earnings, industry forecast, and employment)(Brief Article)(Editorial)
• Is inflation back? Danger signs of inflation's return signal an extended period of poor equity performance. (Global Marketplace).
  by Bayer, Alexei
• 1.4 million Southwest Gas customers. (2002).(Company Profile)
• CRH PLC. (Citibank Depositary Receipt Issuers).(Brief Article)
• Best of times, worst of times: while increasing numbers of brokers will fail in the current shakeout, there has never been a better time for the fittest advisors to scoop up dissatisfied clients. (Cover Story).(forecast of market for investment advisers)
  by Uzelac, Ellen
• Why investors still fly solo. (Ill-advised).(reasons why investors avoid financial advisers)(Brief Article)
  by Martin, Robert Scott
• Schwab, Fidelity cut back. (Layoff Trail).(firms cut costs, lay off workers)(Brief Article)
  by Martin, Robert Scott
• Questar at the hub of western energy development.
• Ciba Specialty Chemicals Holding Inc. (Citibank Depositary Receipt Issuers).(Brief Article)
• The annuity as legacy: so-called "stretch" annuities offer contract holders more control over wealth transfer, and offer advisors unprecedented access to their clients' heirs.
  by McReynolds, Rebecca
• Volatility unnerves 529 investors. (College Savings).(college tuition costs)(Brief Article)
  by Martin, Robert Scott
• Brek Energy Corporation.(Chronology)(Company Profile)
• Holden Caulfield, meet WorldCom. (Wall Street Phonies).(portrayal of Bernard Ebbers by use of Holden Caulfield)(Brief Article)
  by Martin, Robert Scott
• Energy Conversion Devices, Inc. (Ahead of Tomorrow).(Company Profile)
• CEMIG. (Citibank Depositary Receipt Issuers).(Companhia Energetica de Minas Gerais S.A. electricity generation capacity in Brazil)(Brief Article)
• Soft skills: Joan Difuria helps clients and their advisors confront the emotional issues surrounding money. (Profiles in Success).(Brief Article)
  by Uzelac, Ellen
• Mellon's Tokyo pension plans. (Global Markets).(Mellon Financial Co. planning and services in Japan)(Brief Article)
  by Martin, Robert Scott
• Delivering performance.(British Petroleum Company PLC)
• DQE.
• AEGON N.V. (Citibank Depositary Receipt Issuers).(services information)(Brief Article)
• A.G. Edwards' edge: Robert L. Bagby's firm is turning up on a lot of honors lists lately. (Profiles in Success).(A.G. Edwards Inc., company management)(Brief Article)
  by Rusoff, Jane Wollman
• Wholesalers feel the pinch. (Tough All Over).(mutual fund distributors)(Brief Article)
  by Martin, Robert Scott
• Delivering sustainable growth.(Brief Article)
• However you measure it. (Success).(Commonwealth)(Brief Article)
• An enduring strategy.
• Touching every portion of the real estate transaction.(Stewart, company services)(Brief Article)
• Lamentations: nursing regrets over past failures is a form of self-sabotage that gets harder to overcome with the passage of time. (Personal Coach).(self-sabotage of financial advisors)
  by Hemsley, Dr. Aaron
• Fiddling while brokers burn. (Who Benefits?).(banks and accountants to gain from security industry woes)(Brief Article)
  by Martin, Robert Scott
• The company's First Half 2002 results.(British Petroleum Company Ltd.)(Brief Article)
• Ironically, most miss the main point: improved efficiency = increased revenues & profits. (Results).(Commonwealth)
• Renewed energy: conservative, energy-sector stocks make good defensive plays in a time of market upheaval. (Industry Spotlight).
  by Paul, Katherine
• Middle of the road: mid-cap stocks offer much of the performance of smaller-cap stocks in recovering markets with the lesser risk characteristics of large-cap stocks. (Mutual Exclusives).
  by Norton, Chip
• About the relationship: when you work with money, it's an incredibly intimate topic in people's lives. You might tell your hairdresser about your love life, but never about money. (Q&A).(Susan Bradley talks about financial management techniques)(Inter
• The corporate shuffle. (Trading Desks).(Joan Gulley appointed at PNC Advisors)(Brief Article)
  by Martin, Robert Scott
• StanCorp Financial Group, Inc.
  by Timpe, Ronald E.
• Reaching the "next level": the science of practice management. (Goals).(Commonwealth)
• AmeriCredit: we drive the industry[R].
• Four for the fourth quarter: follow this simple game plan for a winning season. (Sales Seminar).(financial management, planning for the fourth quarter)
  by Broyles, Phil; Leadem, Joe
• The map of annuities. (Investor Education).(evaluation of annuities)(Brief Article)
  by Martin, Robert Scott
• Did broker cheat Arab clients? (Bias Suit).(All and Youssef Fakih case against stockbroker Michael Cohen)(Brief Article)
  by Martin, Robert Scott
• Insurance sector standouts: selected stocks in the property/casualty, reinsurance and specialty segments stand out from among their peers. (Industry Spotlight).
  by Paul, Katherine
• Native American firm debuts. (Diversified Trading).(investment bank Red-Horse Securities)(Brief Article)
  by Martin, Robert Scott
• World-class service--by design: success is never a given. (Service).(Commonwealth)
• The Phoenix Companies, Inc. (Phoenix Wealth Management[R]).
• Re-establishing client contact: when there is bad news, there is no alternative to calling the client. (Sales Seminar).(methods for selling to stockbroker clients)
  by Good, Bill
• Rookies are bullish. (Next Year's Brokers).(forecast of investment advisors)(Brief Article)
  by Martin, Robert Scott
• SunAmerica regroups. (The New AIG).(AIG restructures into AIG Advisor Group)(Brief Article)
  by Martin, Robert Scott