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News

Insuring Wealthy Clients
February 08, 2010
Personal insurance coverage is a cornerstone of any wealth preservation plan. Over the course of a year, circumstances can change, which may result in gaps in coverage. ...
Bank of America Charged With Fraud
February 05, 2010
New York State Attorney General Andrew Cuomo charged Bank of America, its former CEO, Ken Lewis, and former CFO, Joseph Price, with fraud....
Beta Morphs From Alpha
February 03, 2010
When huge amounts of assets pile into managed strategies and everyone starts to invest to replicate that alpha, alpha evolves into beta....
Bernanke Gets a Second Term
February 02, 2010
After heated debate, Senate confirms Bernanke as Fed Chair ...
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Contributors

Robert Huebscher
 Where are the Referrals?
Many firms are finding it difficult to get growing again.
Robert Huebscher
 When You Wish Upon a Star
Few accolades matter as much to a mutual fund as Morningstar’s five-star designation. But, whether an investor can expect higher returns from higher rated funds is an important question....
J. Gibson Watson III
 Municipal Insecurities
With U.S. tax receipts, income tax collections and sales tax revenues down, many investors are worried about the fiscal health of municipal issuers at the state and local levels...

Welcome to Wealth Manager's 2009 Top Wealth Manager Survey

2009 Top Wealth Managers Ranking

Our ninth annual ranking of the top wealth managers

407 wealth management firms
$3.8 million average AUM per client
11.8% of firms grew total AUM in 2008

Find out how they do it.
Read more

Special Analysis

Philip Palaveev analyzes the Top Wealth Managers survey data in this special report, "Small Fortunes"
 
 
 
 
Read more

ETF Reference Guide

Wealth Manager Magazine - ETF - Cover Image ETF QUARTERLY REFERENCE GUIDE
A must-have, printable eight-page listing of 700-plus ETFs in 14 categories, including short/leveraged products.
Download the ETF Quarterly Reference Guide PDF

Wealth Manager: Viewpoint

Greater Good: The Unintended Consequences of Repaying TARP
January 29, 2010
Did the requirement to repay TARP funds in order to pay bonuses for 2009 prompt some banks to repay the bailout funds too early? ...
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Regulatory Reason

What’s Truth Got to do With It?
January 20, 2010
As Wall Street banks announce their 2009 bonus plans, estimated by WSJ to be $145 billion, what better time is there to discuss whether Wall Street firms can win back the trust of investors?...
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Portfolio Gourmet

Hedge Funds Buy Equities
December 09, 2009
The stock market’s impressive gains have been criticized by many as the result of easy money and speculation. But as index levels continue to rise, increasing numbers of investors have joined the buying frenzy...
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Managing the Risk

Down Through the Chimney
February 03, 2010
As a warm reminder of simpler times, the appeal of a roaring indoor fire is without equal. A fireplace has its price, though. And it can run much higher than the cost of a cord of wood for those owners who don’t exercise proper care....
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Featured Channels

Sponsored by:
Macro-economic fundamentals could make the economy in first half of this year appear to be “rosier" than it really is, Nouriel Roubini cautions....
 
Holdings of more exotic ETFs—those that own precious metals, commodity or currency futures, or other types of derivatives—are treated differently for tax purposes from the stocks and bonds owned by plain vanilla ETFs. ...
 
While tax-free municipal debt issuance won’t match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA). ...
 
BlackRock’s iShares has launched two new fixed-income ETFs that will provide a way to allocate portfolio assets to a broad index of longer corporate, U.S. and international bonds. ...
Sponsored by:
Five Types of Risks Advisory Firms Face
Many advisory firms are small enough and different enough from the mega-sized banking, insurance, brokerage or other financial services firms that a lot of the research or traditional “wisdom” about managing risk just doesn’t apply....
 
Before inviting people into their homes, there’s a list of potential exposures clients should consider. A client’s home will never be more vulnerable than it is during the holidays. ...
Sponsored by:
As of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act’s (EGTRRA) sunset provision....
Estate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients....
Who Sponsors the Top 401(k) Plans?
BrightScope has announced its inaugural Year-End Top 30 Ratings List of the best 401(k) plans with $1 billion or more in assets. ...

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Current Surveys

Q4 2009 Wealth Manager Pulse Survey: Is your firm tops in Wealth Management? Participate in the Quarterly Wealth Manager Pulse Survey to see where your firm ranks.

2010 Top Wealth Managers: Coming Soon!

Survey Results

Q3 2009 Wealth Manager Pulse Survey Results: The results are in: see the Top 50 Firms from the Q3 2009 Pulse Survey.

2009 Top Wealth Managers Rankings & Analysis: What can you learn from last year’s Top Wealth Managers? Read the results from the 2009 Survey.

Wealth Manager Webinars – Fall Series

Did you miss any of our the webinars in our Fall Webinar Series? If so, you can view the archives by clicking here.

The archives of the following Webinars are available:

  • Secrets of the 2009 Top Wealth Managers
  • The Fiduciary Issue
  • Wealth Management and the Wirehouses
  • Wealth Management and the Independent Broker/Dealers

View Archives

Advanced Investing Strategies

All Select Sector SPDRs: Weekly Flows


Weekly net flows into and out of all nine Sector SPDRs that comprise the S&P 500 Index
Source: ALPS Distributors, distributors for the Select Sector SPDR Trust.

See weekly net flows charts for all individual Select Sector SPDRs, and weekly volume. For more information about Select Sector SPDRs, please go to www.sectorspdr.com.

Poll

The House and Senate have Bills proposing fiduciary duty for all who provide advice to individual investors. The House Bill says brokers who provide advice must act as fiduciaries, as RIAs do. The Senate requires that they become RIAs. Which is better?
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