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Week Four: Round-up
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars March 24, 2010

New this week at WealthManagerWeb.com

Estate Planning in Uncertain Times
  These days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients… Read More

Special Section: Top Wealth Managers Quarterly Pulse

Top Wealth Managers Pulse: Part 1
  For the fourth quarter of 2009, data from 75 of the top wealth management firms in the country show both the dramatic nature of the recovery as well as the renewed desire and vigor to grow… Read More
Growth Ambitions: Top Wealth Managers Pulse Q 4 2009 Part 2
  See how the Top Wealth Managers are growing; who is fastest and how they are doing it, in "Growth Ambitions"… Read More
Who Will Help Us Grow? Top Wealth Managers Pulse Q 4 2009 Part 3
  How are firms refining the ways in which they bring aboard new clients? Read More
Marketing Methods and Initiatives: Top Wealth Managers Pulse Q 4 2009 Part 4
  Proactive marketing strategies gain favor as firms test different methods to reach outside of their current spheres of influence… Read More

Politics

Financial Reforms Bill Gets Through Mark-up
  The Senate banking committee voted Sen. Dodd's financial reform legislation through committee "mark-up" discussions in just a few minutes without hearing hundreds of amendments… Read More
Aguilar Suggests Ways Forward on Reform
  Nearly 18 months after the economic crisis erupted, SEC Commissioner Luis Aguilar offered some steps to mend investors' sense of betrayal and loss of faith in the financial system… Read More
House Passes Obama Healthcare Reform Bill
  The House of Representatives approved by a strict 219-212 party-line vote on March 21 the Senate's version of healthcare reform legislation… Read More
House Hearing Focuses on Insurance Companies
  A House subcommittee held an "educational" hearing for its members and the public… Read More

Opinion

Blog: Wealth Manager: Viewpoint

See Kate McBride's newest blog post in Wealth Manager: Viewpoint, exploring the issues that affect wealth managers and their clients.

Kate McBride

Six Choice Pieces of Fiduciary Misinformation
There is a great deal of chatter surrounding the fiduciary movement that is just plain incorrect–as in, not fact–whether from ignorance or deliberate obfuscation… Read More


Partners

1st Global Engages Economics Nobel Laureate
  1st Global Capital Corp has hired Dr. Harry M. Markowitz, recipient of the 1990 Nobel Memorial Prize in Economic Sciences, as an advisor to the investment committee… Read More
Fidelity Upgrades RIA Services
  Fidelity Investments has begun to provide its RIA clients dedicated service teams that will process all service interactions and transactions… Read More
Global Pensions Awards for Inalytics
  One firm that has developed a technique to help pension funds assess managers' skill and monitor performance, Inalytics, won "Investment Consultant of the Year" and "Software Provider of the Year"… Read More
New Actively Managed Fund at Vanguard
  Wealth managers who are fans of Vanguard may be happy to note the group is launching a new actively managed fund, which will invest in small- and mid-cap companies in the U.S.… Read More

Also at WealthManagerWeb.com

LEI Rises Again, 0.1%
  The Conference Board's Leading Economic Index (LEI) gained a scant 0.1% in February, after a 0.3% rise in January and 1.2% jump in December… Read More
Family Offices Bolster Private Equity
  As their numbers and the assets they control have grown this decade, family offices have become increasingly important to the private equity sector, especially to managers of smaller funds… Read More

Last Call!

Participate in Wealth Manager's Top Women in Wealth Management Survey–online now through March 26!

This survey, inaugurated last year, gauges the attitudes, insights and AUM of women who manage wealth. Wildly popular in its first year, we hope for even more participation in 2010. To participate, click here.


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