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New this week at WealthManagerWeb.com
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Estate Taxes and the Carryover Basis |
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The repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date…
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Optimism Returns |
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Optimism appears to be returning, albeit "cautiously," say advisors and clients, according to global asset manager and RIA services provider SEI Advisor Network…
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SEC Chair Repeats Strong Support for Fiduciary Duty |
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"Broker-Dealers and Investment Advisers Should be Subject to the Same Fiduciary Standard of Conduct and Heightened Regulatory Regime When Providing the Same or Substantially Similar Services," Chairman Mary L. Schapiro says…
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Blog: Regulatory Reason
See Knut Rostad's newest blog post in Regulatory Reason, exploring the regulatory and compliance issues that affect wealth managers.
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What's Truth Got to do With It?
As Wall Street banks announce their 2009 bonus plans, estimated to be $145 billion, what better time is there to discuss whether Wall Street firms can win back the trust of investors?…
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Also at WealthManagerWeb.com
Wealth Manager Poll
| The House and Senate have Bills proposing fiduciary duty for all who provide advice to individual investors. |
| The House Bill says brokers who provide advice must act as fiduciaries, as RIAs do. The Senate requires that they become RIAs, under the Investment Advisers Act fiduciary standard. Which is better?
Take Our Poll |
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All Select Sector SPDRs: Weekly Flows
Source: Select Sector SPDRs
Select Sector SPDRs summary for the week ended January 15, 2010:
The S&P 500 was slightly off for the week, down 0.78% for the week, but up 1.88% year-to-date.
Sector SPDR Assets were down by $401 million for the week, or off 1.25%.
There were 15,300,000 fewer Sector SPDR shares created for the week, or 1.21% fewer.
Volume for the week: 799 million Sector SPDR shares traded.
Healthcare (XLV), was the best Sector SPDR for the week, up 1.38%. Materials (XLB), was the worst-performing
Sector SPDR for the week, down 3.21%.
For more weekly net flows charts for Select Sector SPDRs please
click here.
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