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Week Four: Round-up
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars May 26, 2010

New this week at WealthManagerWeb.com

WM Exclusive: Former Treasury Secretary Paul O'Neill on Financial Reforms
  May 19, 2010 - By KATHLEEN M. McBRIDE
What's missing from the bill and his comment on fiduciary duty: no 'ambiguity.'… Read More
Senate Passes Dodd Reform Bill, 59-39; Reconciliation Effort Moves Forward
  May 24, 2010 - By MELANIE WADDELL
President Obama wants a bill on his desk by early July. Plus, four exclusive Dodd Reform Points of View: Lewis Altfest, Dale, Brown, Knut Rostad, and former SEC Chairman Harvey Pitt provide their views on what proposed reforms will mean… Read More
WM Exclusive: Interview with Mercer Bullard
  May 20, 2010 - By KATHLEEN M. McBRIDE
Impact of fiduciary reform; fixing retirement, Goldman's duty… Read More
Are Private Clients 'Well Served' by the Financial Services Industry?
  May 24, 2010 - By KATHLEEN M. McBRIDE
A new survey of advisors to wealthy families says, overwhelmingly, "no."… Read More
Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend Interview
  May 24, 2010 - By JAMES J. GREEN
Despite uncertainty over fiduciary standard, hopefulness reigns within planner groups… 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

Fiduciary Standard Absent from Senate Reform Bill
May 21, 2010 - By KATHLEEN M. McBRIDE
But broker/dealers and insurers may see better informed retail investors vote with their heads and feet…Read More


Also at WealthManagerWeb.com

At NAPFA Conference, Tom Bradley Tells Advisors to Put Client First
  May 21, 2010 - By ROBERT F. KEANE
NAPFA keynote addresses improved prospects for independent advisors as brokers leave wirehouses and bring clients and assets with them… Read More
IMCA Honors Five Investment Management Consulting Professionals
  May 21, 2010 - By MICHAEL S. FISCHER
Investment Management Consultants Association (IMCA) presented awards to five industry veterans during its annual conference in Orlando… Read More
FDIC Reports Strongest Bank Results in Two Years
  May 21, 2010 - By JOHN SULLIVAN
Despite good news, 'there will be more failures'… Read More
Cambridge Survey: Wealthy Families Report What's on Their Minds
  May 20, 2010 - By MICHAEL S. FISCHER
Missed investment opportunities and a desire for information about investments top the list… Read More
Lipper Research Finds Islamic Funds' Results Are Sharply Higher
  May 24, 2010 - By JANET P. LEVAUX
Islamic equity funds, which invest in accordance with Islamic principles, had a wide range of performance… Read More


Survey Alert! 10 Days to Participate in 2010 Rankings! Take the 2010 Top Wealth Manager Survey now through June 4.

WealthManagerWeb.com is conducting the 10th annual Top Wealth Manager Survey of investment advisors from May 3 to June 4. 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



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