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Week Five: Round-Up
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars June 30, 2010

New this week at WealthManagerWeb.com

Weekend Interview: Bond Fund Guru Jeffrey Gundlach
  June 25, 2010 - By KATHLEEN M. McBRIDE
The bond manager who spoke of the 'total unmitigated disaster' in mortgage markets at Morningstar in 2007 gives Wealth Manager an update on his outlook… Read More

Wall Street Reforms

The Fiduciary Process Evolves
  June 28, 2010 - By KATHLEEN M. McBRIDE
Foundation for Fiduciary Studies unveils evolved fiduciary process… Read More
Text of Reform Bill Compromise Language on Fiduciary Now Available
  June 28, 2010 - By MELANIE WADDELL
Fiduciary ball now in SEC's court… Read More
Senator Byrd's Death May Hold Up Passage of Reform Bill
  June 28, 2010 - By MELANIE WADDELL
Senate awaits action by House, but could consider conference report this week… Read More
Reaction to Financial Services Reform Bill Is Swift
  June 27, 2010 - By JAMES J. GREEN
FSI's Dale Brown, IAA's David Tittsworth weigh in on bill's implications… Read More
Conferees Agree to Final Financial Services Reform Bill
  June 27, 2010 - By JAMES J. GREEN
Both houses of Congress expected to approve bill soon… Read More

The Experts Speak at the Morningstar Conference

Bill Miller and 'Monsters of Stock' Discuss Favorites
  June 25, 2010 - By KATHLEEN M. McBRIDE
Conference concludes on opportunistic note… Read More
Asness Speaks on Alternative Strategies
  June 25, 2010 - By KATHLEEN M. McBRIDE
Wealth Manager's exclusive interview with Clifford Asness on using hedge fund strategies with mutual fund transparency… Read More
Rob Arnott is 'Sobering' Yet Optimistic
  June 24, 2010 - By KATHLEEN M. McBRIDE
Tells investors to find 'opportunities where they may be.'… Read More
Convertibles to Manage Risk
  June 24, 2010 - By KATHLEEN M. McBRIDE
Calamos says 'convertibles do well in volatile, sideways markets,' like this one… Read More
A Focus on Dividend Investing
  June 24, 2010 - By JAMES J. GREEN
Panel of dividend-investing pros suggests avoiding banks, but not energy… Read More
Vanguard's McNabb on Restoring Trust
  June 24, 2010 - By JAMES J. GREEN
At Morningstar Conference, Vanguard's McNabb on Restoring Trust… Read More

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Blog: Regulatory Reason, by Knut A. Rostad

See Knut Rostad's newest blog post in Regulatory Reason, exploring the regulatory and compliance issues that affect wealth managers.

Knut A. Rostad

Saratoga–Not Yorktown
June 24, 2010 - By KNUT A. ROSTAD
Agreement between House-Senate conferees on the fiduciary provision was a clear victory–not a final victory–for investors…Read More


Also at WealthManagerWeb.com

Lipper Says Second Quarter Not Kind to Funds, Markets
  June 29, 2010 - By JANET P. LEVAUX
Precious-metal funds, though, are up close to 12% for the quarter and nearly 13% for the year through June 24… Read More
Russell, Research Affiliates Plan Fundamental Index Series
  June 29, 2010 - By MICHAEL S. FISCHER
The initial offering will be available in the third quarter… Read More
Vanguard Broadens Index Offerings, Adding 19 Funds with ETF Shares
  June 25, 2010 - By MICHAEL S. FISCHER
The new product lineup includes municipal bond index funds and a real estate fund… Read More
Fidelity Introduces Referral Program for RIAs Using 'Centers of Influence' Philosophy
  June 24, 2010 - By JOYCE HANSON
New program sparked by research showing majority of RIAs use passive approach in seeking referrals… Read More

Top Wealth Manager Rankings and Analysis Coming next week–at WealthManagerWeb.com
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