New this week at WealthManagerWeb.com

	WM Exclusive: Former Treasury Secretary Paul O'Neill
	June 11, 2010 - By KATHLEEN M. McBRIDE O'Neill's view on Greece, U.S. spending and how we could find $1 trillion to fund health care… Read More
	Preparing for the Coming Tax Increases
	June 15, 2010 - By GAVIN MORRISSEY With increases looming, wealth managers need to help clients be aware and plan for the inevitable… Read More
	Whirlwinds and Wealth: Entrepreneurs, ADHD, and Wealth Management
	June 14, 2010 - By JAMES GRUBMAN PHD and JEROME SCHULTZ PHD ADHD and/or learning disorders are often associated with a successful entrepreneur's creativity, drive and vision… Read More
	For Pershing's Kumar, Mobile Apps Are the Future Now for Advisors
	June 14, 2010 - By JAMES J. GREEN IPad version of NetX360 follows iPhone, Blackberry apps; Android in development… Read More
	House Proposes Fiduciary Duty for Final Reforms Bill
	June 15, 2010 - By KATHLEEN M. McBRIDE Barney Frank wants to replace Senate's "study" language with fiduciary mandate for brokers providing advice… Read More
	Fiduciary Provision Heads to House-Senate Conference
	June 15, 2010 - By KATHLEEN M. McBRIDE Committee for the Fiduciary Standard urges legislators to 'adopt House provision…' Read More
	At Pershing Confab, Paulson Praises Advisors as 'Heroic' During Crisis
	June 10, 2010 - By JANET P. LEVAUX In terms of financial reform, Paulson says our priority should be on developing a "systematic risk regulator" that can intervene "when the system is threatened…" Read More

Blog: Wealth Manager: Viewpoint

See Kate McBride's newest blog post in Wealth Manager: Viewpoint, exploring the issues that affect wealth managers and their clients.

Goldman, Stiglitz and the Future of Investing June 10, 2010 - By KATE MCBRIDE Nobel Laureate Joseph Stiglitz says that 'delay' or 'study' of some financial reforms is 'unconscionable; continued regulatory forbearance puts the economy at risk…' Read More

Follow us on Twitter!

Also at WealthManagerWeb.com

Research
	Archived Webinar: Five Things You May Not Know About Women and Wealth
	June 16, 2010 - By KATHLEEN M. McBRIDE Join Michelle Smith, Amy Webber and moderator Kate McBride for the latest research on women and wealth… Read More
	Russell Survey: Clients Risk Falling Short of Goals
	June 15, 2010 - By JANET P. LEVAUX Forty-four percent of advisors considered up to a quarter of their client base to be at "significant risk"… Read More
	New Study Examines the Question, Does 'Microfinance' Work?
	June 11, 2010 - By MICHAEL S. FISCHER Grameen Foundation, a U.S.-based nonprofit organization, released a report on Thursday, June 10, that reviews recent studies on the effectiveness of microfinance in alleviating poverty… Read More
	Alternative Investment Professionals Embrace Social Media Tools, Study Finds
	June 10, 2010 - By MICHAEL S. FISCHER Participants use social media to gather intelligence, network and exchange information… Read More
	TD AMERITRADE Survey: RIAs Continue to Add Clients and Assets
	June 9, 2010 - By MICHAEL S. FISCHER Advisors increased spending on salaries and bonuses in response to growth… Read More
Partner Round-up
	Schwab Lowers Fees on 6 of Its ETFs
	June 15, 2010 - By JOYCE HANSON As broker/dealer competition heats up, Schwab clients can trade ETFs commission-free… Read More
	At Pershing Insite Conference, Top Advisors Say They Thrived in Crisis
	June 14, 2010 - By JANET P. LEVAUX Three advisors outline the steps they took to succeed during the financial meltdown… Read More
	Claymore Securities Launches 7 ETFs that Track Firm's BulletShares
	June 14, 2010 - By JOYCE HANSON New ETFs provide exposure to high-grade corporates with effective maturities each year through 2017… Read More
	At Pershing Insite, Moshe Milevsky Asks: Are You a Stock or a Bond?
	June 14, 2010 - By JOHN SULLIVAN Industry expert's unorthodox style resonates at Pershing Insite conference… Read More
	U.S. Trust, Atlantic Trust Hire Wealth and Portfolio Managers
	June 10, 2010 - By JOYCE HANSON U.S. Trust adds 6 wealth management experts; Atlantic Trust names portfolio manager and analyst… Read More
	Envestnet Buys B-Ready Outsourcing for Schwab Portfolio Users
	June 8, 2010 - By JOYCE HANSON Acquisition designed to offer financial advisors' clients a more complete picture of assets… Read More

Summit Business Media | 5081 Olympic Boulevard | Erlanger, KY 41018 | 1-800-543-0874

You have received this email at %%emailaddr%%.

Click here to unsubscribe from this email list

To view or change your email subscription preferences, click here.

© 2010 Summit Business Media, All rights reserved. Privacy Policy