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.
Also at WealthManagerWeb.com
|
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
|