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Wealth Manager's 10th Annual Top Wealth Managers

The Results are In!
Wealth Manager Magazine - www.wealthmanagermag.com

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KATHLEEN M. McBRIDE
Editor in Chief
Kate McBride is editor in chief of Wealth Manager. Before taking the helm at Wealth Manager, she was senior editor at Investment Advisor magazine and Web site. 
 
For more than a decade, McBride ran new-media startups, creating groundbreaking, interactive financial content. She has worked with Reuters, Prodigy, Lipper Analytical, Dow Jones and CBS MarketWatch, among others. As an editor, senior producer, correspondent and columnist, McBride has reported on-air, in print and on the Web.
 
Early in her career she was a stockbroker; bond underwriter and trader; and an investment advisor. She is a steering group member of The Committee for the Fiduciary Standard.
 
McBride earned a BA from New York University, and in 2009 completed the Investment Strategies and Portfolio Management program at The Wharton School of the University of Pennsylvania. McBride has held NASD (now FINRA) Series 7 and futures; insurance and real estate licenses.

Articles by KATHLEEN M. McBRIDE

September 02, 2010
Ernst & Young Gets Into Capital Markets Business...
August 31, 2010
Papers from practitioners and academics and all POV due by August 31....
August 31, 2010
A new book from some leading financial thinkers asks: ‘What is the financial system for?’...
August 31, 2010
‘Must-read’ papers include diverse views about fiduciary duty as applied to advice to investors....
August 31, 2010
In transparent process, industry misinformation shows up. Let us clear it up....
August 30, 2010
Report is called ‘Dynamic Allocation Decisions in the Presence of Funding Ratio Constraints.’...
August 26, 2010
Public invited to weigh in on basic financial literacy ‘core competencies.’...
August 24, 2010
Private placement notes in default; firm alleged to have withheld ‘material information.’...
August 13, 2010
Fundamental Indexing for bond funds may change how you invest in that asset class. ...
August 12, 2010
An SEC that takes in nearly half a billion dollars more than Congress grants it is not as strong as Congress could make it....
August 11, 2010
As the SEC continues its study of whether brokers who provide advice to individual investors must, like investment advisors....
August 09, 2010
Morningstar has just released a study of the impact of mutual fund expenses on fund performance. ...
August 06, 2010
One of Wealth Manager’s 50 Top Women in Wealth for 2010, Tamar Frankel has been in demand for decades as a top scholar in fiduciary law...
August 03, 2010
AllianceBernstein’s Former CIO will lead vast public pension system....
August 02, 2010
Moves from cap-weighted index to fundamental index; the name changes, too....
July 30, 2010
Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, spoke about how to use psychometrics to measure client attitudes toward risk, at the fi360 National Conference in May....
July 30, 2010
High-net-worth survey shows wealthy investors understand the need to diversify....
July 29, 2010
The list of worries broadens and deepens....
July 29, 2010
On a conference call on July 28, Sallie Krawcheck, president of Bank of America Global Wealth & Investment Management, revealed the results of the Merrill Lynch Wealth Management Affluent Insights Quarterly survey of 1,000 affluent investors....
July 28, 2010
Now hear this: the SEC has heard investors’ concerns and will address them as it remakes the rules....
July 26, 2010
Knight Capital Group, Inc. is getting into the business. ...
July 24, 2010
Will new fiduciary regulation ‘shine the light’ for retail investors? Some are afraid it will; others welcome it. ...
July 21, 2010
Historic reforms will take time to implement, will change status quo for American investors....
July 21, 2010
Dodd-Frank Wall Street Reform and Consumer Protection Act is Law...
July 21, 2010
Select papers may be published in Boston University Review of Banking & Financial Law or presented to SEC. ...
July 20, 2010
Searching for less correlation? New fund may help diversify portfolios across multiple asset classes....
July 19, 2010
The Committee for the Fiduciary Standard releases video and praises Senate vote for reform and releases analysis of the reform bill’s fiduciary study provision. ...
July 19, 2010
J.D. Power reports overall satisfaction is up for customers of full-service firms, but more investors think their ‘firm is driven by profits, rather than focused on customers.’...
July 18, 2010
Panel convenes just as Senate passes financial reforms; there’s some angst and ‘uncertainty.’ 'How do you survive in the new world order?'...
July 18, 2010
A giant step in a marathon run for investors, but there’s a long way to go....
July 16, 2010
Record penalty and acknowledgement that ‘Goldman misled investors.’ ...
July 15, 2010
In an ironic coincidence, SIFMA's Regulatory Reform Summit opened Thursday, July 15, a day that sweeping reforms of America's financial system are expected to be approved by the Senate. In an ironic coincidence, SIFMA's Regulatory Reform Summit opened Thursday, July 15, a day that sweeping reforms of America's financial system are expected to be approved by the Senate....
July 15, 2010
As the language in the financial services reform bill, which the Senate passed, 60-39, on Thursday, July 15...
July 15, 2010
Before the Senate passed the landmark financial services reform bill Thursday afternoon, Commodities Futures Trading Commission Chairman Gary Gensler spoke to a packed auditorium at the SIFMA Regulatory Reform Summit in New York....
July 14, 2010
Estimates moderated for economy, GDP growth and inflation; rates expected to be stable....
July 13, 2010
Unprecedented bank reserves waiting to be deployed. ...
July 09, 2010
As change swirls around the financial industry, RIA firms keep a sharp eye on risk....
July 09, 2010
After all she has accomplished, the legacy she wants most is financial literacy for America....
July 09, 2010
Assets are growing but there are still lots of things that keep the Top Wealth Managers and their clients awake at night....
July 08, 2010
Change may be the watchword for this year and next—and registered investment advisors will feel it along with nearly every other financial services entity. ...
July 08, 2010
The results of Wealth Manager's Top Wealth Manager Pulse Survey show that not only did assets increase via market returns, but because of additional assets from existing clients, and new clients as well. ...
July 08, 2010
Last July, many professional investors were waking up to a new day in which much of their world was turning upside down. Triple-A ratings were slashed, hedge funds were imploding, and it was nearly im...
July 02, 2010
Wealth Manager’s research on the top RIA firms in America to reveal rankings, trends, concerns and a new database. ...
June 28, 2010
Foundation for Fiduciary Studies unveils evolved fiduciary process....
June 25, 2010
Wealth Manager's exclusive interview with Clifford Asness on using hedge fund strategies with mutual fund transparency....
June 25, 2010
Conference concludes on opportunistic note...
June 25, 2010
The bond manager who spoke of the ‘total unmitigated disaster’ in mortgage markets at Morningstar in 2007 gives Wealth Manager and update on his outlook....
June 24, 2010
Calamos says ‘convertibles do well in volatile, sideways markets,’ like this one. ...
June 24, 2010
Tells investors to find ‘opportunities where they may be.’...
June 23, 2010
‘Deflation,’ and ‘debt’ the issues; a ‘wonderful match’ to protect from those....



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