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