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Week One: Building Wealth
WealthManagerWeb.com  |   News  |   Podcasts  |   Webinars June 2, 2010

New this week at WealthManagerWeb.com

Portfolio Implementation Second, Investment Quality First
  June 1, 2010 - By J. GIBSON WATSON III
The investment vehicle should take a back seat to asset quality and skill… Read More
Green ETFs Trading at Bargain Prices
  June 1, 2010 - By VAUGHAN SCULLY
There's more than one way to add a little green to your portfolio… Read More
Researchers Note Slowing in U.S. Companies' Offshoring Startup Activities
  June 1, 2010 - By MICHAEL S. FISCHER
Latin American is now a preferred location for offshoring contact centers and IT functions… Read More
Wary Analysts Watch Gold's Climb as Investors Flock to Safety
  May 28, 2010 - By JOHN SULLIVAN
Experts warn all that glitters might be a bubble… Read More
Treasury's Wolin Vows Fight for Broker Fiduciary Duty in Reform Law
  May 27, 2010 - By MELANIE WADDELL
House and Senate set start of reconciliation process for June 8… Read More

Blog: Managing the Risk

Read Andrew McElwee's newest blog post in Managing the Risk, where he explores the sometimes unusual risks of wealthy clients.

Andrew McElwee

As Go Collector Cars, So Goes the Economy
May 24, 2010 - By ANDREW MCELWEE
If Keith Martin's view of historical trends is correct, then the worldwide economic crisis may soon be coming to an end…Read More


Also at WealthManagerWeb.com

NAPFA Names Susan John as 2010-11 Chairperson
  May 28, 2010 - By JOYCE HANSON
Fee-only professional group's new leader to focus on fiduciary standards and regulation… Read More
Independent Fiduciary Role Set to "Explode"
  May 27, 2010 - By KATHLEEN M. McBRIDE
Plan sponsors don't want fiduciary responsibility–and some don't know they have it! Read More
SEC Proposes Consolidated Audit Trail, Clears New Municipal Securities Rules
  May 27, 2010 - By MELANIE WADDELL
Audit trail would help regulators track trading orders; new rules improve municipal securities disclosure… Read More
RIIA's Retirement Management Analyst Training Program Offered by Boston University
  May 27, 2010 - By JOHN SULLIVAN
BU to be the first academic institution to offer educational program leading to the RMA designation… Read More
Baird Draws Four Advisors From Morgan Stanley, Opens Wealth Management Office
  May 27, 2010 - By JANET P. LEVAUX
Baird now includes more than 650 financial advisors, who oversaw more than $58 billion in client assets as of March 31, 2010… Read More
Stephen Covey Opens Independent Fiduciary Symposium Emphasizing Trust
  May 27, 2010 - By KATHLEEN M. McBRIDE
Intimate setting at Museum of American Finance heightens Covey's message… Read More


Survey Alert! Just 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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