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Week Three: Endowing Wealth
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars February 17, 2010

New this week at WealthManagerWeb.com

Could the Roth Conversion Be an Estate Planning Opportunity?
  2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion… Read More
Exclusive Podcast: Fiduciary Leadership
  Strategic Ethos can help organizations define "a standard of excellence that is based on leadership behaviors, core values, and a defined decision-making process."… Read More

Blog: Regulatory Reason

See Knut Rostad's newest blog post in Regulatory Reason, exploring the regulatory and compliance issues that affect wealth managers.

Knut Rostad

Main Street's Trust: Worth One Percent of Bonuses?
Would Wall Street firms and executives dedicate 1% of their bonus pool, annually, to rekindle a national saving ethic and restore investor confidence?… Read More


Also at WealthManagerWeb.com

Infrastructure Investments Occupy Unique Niche
  Inflation protection and diversification are on list of potential benefits of a new global fund… Read More
More Beta in Leveraged ETFs
  For those who like to back their convictions with a bit of leverage, ProShares has some new ETFs that may fit the bill… Read More


Wealth Manager Survey Alert!

Attention RIA firms: The Top Wealth Manager Quarterly Pulse for the fourth quarter, 2009, is now underway. If you have an RIA firm and would like to participate, please click here.

Wealth Manager's
50 Most Influential Women in Wealth Management
and Women in Wealth Management Survey

Nominations and Survey Alert


Wealth Manager is looking for the Most Influential Women in Wealth Management.

In area of financial services where women excel, Wealth Manager is looking for the leaders, the mentors, the partners and the most powerful women in this profession. If you know someone who should be nominated for this exclusive list, please email her name, why she should be considered, her bio and contact information to Kate McBride, [email protected].

Participate in Wealth Manager's 2010 Women in Wealth Management Survey–online in late February.

This survey, inaugurated last year, gauges the attitudes, insights and AUM of women who manage wealth. Wildly popular in its first year, we hope for even more participation in 2010. If you'd like to be notified when the survey is ready to fill in, please send your email address to Kate McBride, [email protected]. We look forward to your participation.
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