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Week Two: Preserving Wealth
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars May 12, 2010

New this week at WealthManagerWeb.com

Podcast

WealthManagerWeb Exclusive: Fiduciary Expert Ron Rhoades on the B/D Exemption
  May 10, 2010 - By KATHLEEN M. McBRIDE
Whatever happened to the repeal of the broker/dealer exemption that allows brokers to give advice to customers-without the fiduciary duty requirement? Read More

Other Headlines

DOL, SEC's Target Date Fund Guidance Is Released
  May 11, 2010 - By MELANIE WADDELL
New guide first in a three-step process; EBSA mulling definition of fiduciary… Read More
Sen. Akaka to File Fiduciary Duty Amendment to Financial Reforms Bill
  May 6, 2010 - By KATHLEEN M. McBRIDE
Amendment would "establish a fiduciary duty for brokers, dealers, and investment advisers."… Read More
O'Neill Raises Fiduciary Standard for Officials; Ponders Greece
  May 6, 2010 - By KATHLEEN M. McBRIDE
Should government officials be fiduciaries?… Read More
At fi360 Meeting, Blaine Aikin Thanks SEC for Goldman Suit
  May 6, 2010 - By KATHLEEN M. McBRIDE
Discussion at fi360 centers on fiduciary movement; will the '40 Act fiduciary standard be extended by Congress? 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

RX for Collectible Cars
May 11, 2010 - By ANDREW MCELWEE
Vintage cars need a specialty touch. Read More


Also at WealthManagerWeb.com

Fidelity Separates Asset Management from Distribution
  May 11, 2010 - By KATHLEEN M. McBRIDE
Abigail Johnson promoted to head all of distribution; Ronald O'Hanley hired to lead asset management and corporate services… Read More
Global Link Forum on Closed-End Funds and Global ETFs Has Record Attendance
  May 11, 2010 - By RON PECHTIMALDJIAN
More than 950 attendees are an increase of 30% over last year… Read More
Huntington Bank Opens Family Office in Columbus, Ohio
  May 10, 2010 - By MICHAEL S. FISCHER
The new office will serve as a one-stop shop for high-net-worth families… Read More
Phil Demuth, Advisor and Bestselling Author, on Why Roth Conversions Are Falling Flat
  May 11, 2010 - By JOHN SULLIVAN
It turns out the 'tsunami' of Roth IRA conversions was little more than a ripple… Read More
UBS, CFP Name New Head of CFP's Council on Education
  May 11, 2010 - By JOYCE HANSON
The Certified Financial Planner Board of Standards and UBS Wealth Management announced Monday… Read More
Fund Launch Roundup: Pioneer Investments, Ivy Funds and Nile Capital Management
  May 10, 2010 - By MICHAEL S. FISCHER
New products focus on inflation hedging and emerging markets equities… Read More


Survey Alert!

The 2010 Top Wealth Manager Survey is ready!

WealthManagerWeb.com will conduct the 10th annual Top Wealth Manager Survey of investment advisors from May 3 to May 31. This survey is unique because it ranks wealth managers not by the most assets under management (AUM) but according to the highest average AUM per client. (In prior years, the survey was called the "Top Dogs" ).

Click here to take the survey



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