From the Editor:
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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
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New this week at WealthManagerWeb.com
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Five Types of Risks Advisory Firms Face |
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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…
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The Secret of Building a Family Foundation |
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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…
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Giving Back and Going Forward |
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For the wealth manager who serves affluent clientele, especially today, few things forge better bonds than sharing in their philanthropic and charitable interests…
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Blog: Portfolio Gourmet
See Ben Warwick's newest blog post in Portfolio Gourmet, about investment strategies, markets and the economy.
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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
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Also at WealthManagerWeb.com
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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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