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