%%before ; value SenderMessage%%

Trouble viewing this email? View Online

Wealth Manager Insight
Subscribe
Week Three: Endowing Wealth
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars May 19, 2010

New this week at WealthManagerWeb.com

Bull Run in Equities Ignites Charitable Planning Opportunities
  May 17, 2010 - By GAVIN MORRISSEY
Accompanying the recovery in equity prices is a renewed level of client confidence–and a desire to resume financial planning that had fallen by the wayside… Read More
IRS Issues Guide on Small Business Health Care Tax Credit
  May 18, 2010 - By MELANIE WADDELL
Credit designed to encourage small employers to offer health insurance coverage for the first time or maintain coverage they already have… Read More
Ex-White House Aide Wallison on Fannie Mae: Weekend Interview
  May 17, 2010 - By JOHN SULLIVAN
Fannie Mae has much more to lose, equaling heavy taxpayer liability… Read More
Michigan Consumer Confidence Index Up Slightly in May
  May 17, 2010 - By JOYCE HANSON
Inflation fears and the pace of layoffs dampen U.S. consumers' buying plans… Read More
Commissioner Luis Aguilar States Unequivocal "Support of Extending a Fiduciary Duty to Broker-Dealers who Provide Investment Advice"
  May 12, 2010 - By KATHLEEN M. McBRIDE
An unusual step for an unusual time… Read More

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

A 12-Step Program for Wall Street?
May 13, 2010 - By KATHLEEN M. McBRIDE
Some Wall Street firms are being investigated for conduct that does not comport with good business practices. Maybe Glass-Steagall was a good idea after all…Read More


Also at WealthManagerWeb.com

Foreclosure Activity Eased in April, but Repossessions Set a Record
  May 17, 2010 - By MICHAEL S. FISCHER
Foreclosure rates were highest in Nevada, Arizona, Florida and California, RealtyTrac says… Read More
New Greenway Family Office Serves HNW Clients in St. Louis
  May 18, 2010 - By MICHAEL S. FISCHER
The multi-family office focuses on ways a family's financial capital can support its human and social capital… Read More
Fidelity Poll Shows Advisors Shifting From Firm Cuts to Growth in 2010
  May 18, 2010 - By JOYCE HANSON
86% polled focus on acquisitions and new hires; only 2% plan cutbacks… Read More
European ETF Sponsors Receive Licenses for S&P 500 Index Funds
  May 17, 2010 - By MICHAEL S. FISCHER
New products will expand global access to U.S. equity markets… Read More
TD Ameritrade Online Tool Helps RIAs Analyze Firm Value
  May 17, 2010 - By JOYCE HANSON
Valuation Analyzer offers quick way to gauge key financial metrics prior to merger or acquisition… Read More
Vanguard Research Paper States the Case for Bond Diversification
  May 17, 2010 - By MICHAEL S. FISCHER
In recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates… Read More


Survey Alert! 10 Days to Participate in 2010 Rankings! The 2010 Top Wealth Manager Survey is ready!

WealthManagerWeb.com will conduct the 10th annual Top Wealth Manager Survey of investment advisors from May 3 to May 31. This survey is unique because it ranks wealth managers not by the most assets under management (AUM) but according to the highest average AUM per client. (In prior years, the survey was called the "Top Dogs" ).

Click here to take the survey



Follow us on Twitter!
Subscribe  |   Advertise  |   Contact Us  |   Home © Copyright 2010 Wealth Manager

Summit Business Media | 5081 Olympic Boulevard | Erlanger, KY 41018 | 1-800-543-0874

© 2010 Summit Business Media, All rights reserved. Privacy Policy

Summit Business Media