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Research

Issue Date: 02/01/2005

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In This Issue

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1. Building the core.(services of Xcel Energy Inc.)(Company Profile) NYSE: XEL Every investment portfolio needs a solid base of financial stability, security and income. [ILLUSTRATION OMITTED] [ILLUSTRATION OMITTED] [ILLUSTRATION OMITTED] [ILLUSTRATION OMITTED] At Xcel ... (PREMIUM PERIODICAL ARTICLE) 2. How pros do it: "Run it Like a Business: Top Financial Planners Weigh In on... If the winter doldrums have kicked in, and your work performance is less than stellar, then maybe it's time to seek out some inspiration by ... (PREMIUM PERIODICAL ARTICLE) 3. The writing on Wall Street.(Publisher's Letter)(trends in investment... Life is about to get much tougher for financial advisors. Whereas the challenge in the past was that our products became commodities, and then more ... (PREMIUM PERIODICAL ARTICLE) 4. Ahead of the curve: industry trends to watch.(securities industry... THE YEAR HAS barely started, but Deloitte & Touche is already predicting that the biggest development of 2005 for the securities industry will be the ... (PREMIUM PERIODICAL ARTICLE) 5. Marketing plans: profiles in branding.(Raymond James starts advertising... RAYMOND JAMES is bringing its independent message to its biggest audience ever, thanks to an innovative new advertising campaign. "In the past, we had a ... (PREMIUM PERIODICAL ARTICLE) 6. Off the floor: Schwab sells seats.(Charles Schwab & Company Inc.)(Brief... CHARLES SCHWAB continues to return to its discount-brokerage roots, most recently abandoning the most prestigious Wall Street frill of all by putting its three NYSE ... (PREMIUM PERIODICAL ARTICLE) 7. Cowboy ethics: the code of the west.(ResearchReporter)(Brief Article) HEDGE FUND GURU Jim Owen would like to see Wall Street adopt the frontier values of self-reliance and personal responsibility before the industry is regulated ... (PREMIUM PERIODICAL ARTICLE) 8. Betting the house: NASD warns on equity loans.(investors used home equity... DON'T LET YOUR clients tap their home equity to buy stocks unless you've made sure it's absolutely suitable to their situation--and Mary Schapiro will be ... (PREMIUM PERIODICAL ARTICLE) 9. Slump season: bank brokers lose ground.(retail banking sales... RETAIL BANKERS are finding the business of pushing investment products more difficult than they may have expected. According to the most recent statistics available, five ... (PREMIUM PERIODICAL ARTICLE) 10. Investor picks: last year's winners.(investors look past performance of... BEFORE THE BEAR market, the typical do-it-yourself investor built a reputation for jumping into stocks that had already run their course, and new data from ... (PREMIUM PERIODICAL ARTICLE)
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