New this week at WealthManagerWeb.com

	Senate Reform Bill Compromise on Fiduciary Is Still Being Debated
	June 24, 2010 - By MELANIE WADDELL Critics say Johnson language would not put brokers under Investment Adviser Act fiduciary standard… Read More
	IPI Survey Finds Ultra Wealthy Quickly Adopt Online Media
	June 22, 2010 - By MICHAEL S. FISCHER Wealth management firms have sometimes had to play catch-up… Read More
	SEI Financial Advisor Survey Says Clients Are 'Very Concerned'
	June 24, 2010 - By MICHAEL S. FISCHER Survey finds that top advisors spend most of their time addressing existing clients' concerns, giving advisors less time to look for new clients… Read More
	Preqin Survey Finds Private Equity Investors Gain Negotiating Clout
	June 23, 2010 - By MICHAEL S. FISCHER Balance of power in private equity shifting… Read More

Morningstar Investment Conference

	At Morningstar Conference, Calls for More Mutual Fund Disclosure
	June 24, 2010 - By JAMES J. GREEN Panel of mutual fund analysts, plus Don Phillips, talk tough on costs… Read More
	At Morningstar Conference: Gundlach Speaks
	June 23, 2010 - By KATHLEEN M. McBRIDE 'Deflation,' and 'debt' the issues; a 'wonderful match' to protect from those… Read More
	At Morningstar Conference, Don Phillips Says Watch Four Trends
	June 21, 2010 - By KATHLEEN M. McBRIDE Regulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off… Read More

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Also at WealthManagerWeb.com

	Cetera Launches Advisory Platform to Enhance Wealth Management
	June 24, 2010 - By MICHAEL S. FISCHER The new system's flexibility facilitates customization… Read More
	Schwab Report Reviews Upcoming Cost Basis Reporting Requirements
	June 21, 2010 - By MICHAEL S. FISCHER The report lays out some steps advisors can take now to ease the transition… Read More
	Fidelity Says Investors Stuck by Their Advisors after Market Bottom
	June 16, 2010 - By MICHAEL S. FISCHER Advisors expect higher taxes and regulations to change their way of doing business… Read More
	Schwab Opens Online RIA University; TD Ameritrade Plans Web-based Training Center
	June 17, 2010 - By JANET P. LEVAUX Schwab said tools should help back-office productivity; TD Ameritrade's effort to begin in fall… Read More
	Putnam Investments to Launch Multi-Cap Equity Funds
	June 16, 2010 - By JOHN SULLIVAN Part of an on-going product expansion by the once-troubled firm… Read More

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