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Week Four: Round-up
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars November 25, 2009

From the Editor:

Kate McBride

Thank You

It is hard to believe that we are entering the holiday season after such an eventful year, but here we are. At Wealth Manager, we have seen many changes this year, most of them positive. Every day, but especially at this time of year, we have a great deal to be thankful for, including our family and friends, and for the readers we serve. From all of us, warm wishes for a happy Thanksgiving. —Kate McBride


New this week at WealthManagerWeb.com

Five Types of Risks Advisory Firms Face
  Many advisory firms are small enough and different enough from the mega-sized banking, insurance, brokerage or other financial services firms that a lot of the research or traditional "wisdom" about managing risk just doesn't apply… Read More
The Secret of Building a Family Foundation
  One of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families… Read More
Giving Back and Going Forward
  For the wealth manager who serves affluent clientele, especially today, few things forge better bonds than sharing in their philanthropic and charitable interests… Read More

Blog: Portfolio Gourmet

See Ben Warwick's newest blog post in Portfolio Gourmet, about investment strategies, markets and the economy.

Ben Warwick

A Closer Look at the Housing Numbers
Like most pragmatic folks, I'm used to the divergence between perception and reality. But when the numbers and the intent fail to confirm one another, the skeptic in me tends to surface… Read More


Also at WealthManagerWeb.com

Amici Curiae Brief Filed in Supreme Court for Deere Case
  Two independent professional fiduciaries have filed an amici curiae, or friend of the court, brief in the Supreme Court of the United States in support of the petitioners in Hecker, et al., v. Deere et al. Read More
Fundamental Index Method Receives Patent
  Research Affiliates has received a patent on its Research Affiliates Fundamental Index (RAFI), for the way it creates its fundamentally-weighted indexes… Read More

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Top Wealth Managers Quarterly Pulse

The results are in! Look for the Top Wealth Managers Quarterly Pulse Rankings and the analysis of the current state of wealth managers from Philip Palaveev in early December. Right here, and at www.WealthManagerWeb.com


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