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Week One: Building Wealth
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars March 3, 2010

New this week at WealthManagerWeb.com

ETF Expert: Active Management
  For an increasing number of investment managers who either already market ETFs or are looking to start, the pixie dust needed to get new funds off the ground is active management… Read More
Estate Planning in 2010
  Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more important than it is now… Read More
Are Options "Enthusiasts" Better Advisors?
  Industry survey finds that many advisors who use options in their investment strategies are a cut above those who don't… Read More
Top Women Take Spotlight
  Wealth Manager kicks off the second annual Top Women in Wealth Management Survey, while women gather at the Advisor Group conference in New Orleans… Read More

Blog: Managing the Risk

Read Andrew McElwee's newest blog post in Managing the Risk, where he explores the sometimes unusual risks of wealthy clients.

Andrew McElwee

Insuring Satisfaction
Want to know what makes insurance policyholders feel they've gotten their money's worth? It's something so obvious you just might miss it… Read More


Also at WealthManagerWeb.com

Sources Say Johnson Fiduciary Amendment to Be in Dodd's Financial Services Reform Bill
  Amendment asks SEC to study advisor/broker obligations… Read More
SEC Adopts Short Sale Rules
  The Securities and Exchange Commission has approved a rule that will restrict short sales of stock under certain circumstances… Read More
LPL's 2009 Net Rises 4%, Despite Revenue Fall
  Largest independent B/D adds 750 new advisors to its fold… Read More

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Participate in Wealth Manager's Top Women in Wealth Management Survey–online now through March 26!

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. To participate, click here.
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