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News

Pension Funding Slightly Better
March 10, 2010
Corporate pension plans grew slightly as U.S. equities gained and bond yields ticked up, according to Bank of New York Mellon Asset Management report. ...
Wealth Manager Announces Advisory Board to Choose 50 Top Women in Wealth
March 09, 2010
WealthManagerWeb.com has named an advisory board of distinguished women who will select the 50 Top Women in Wealth Management for 2010, a list that honors the most influential women in wealth management today. ...
A Sickening Situation
March 09, 2010
For wealthy clients who employ domestic employees to help run their households, the health and financial exposures are more serious than they probably imagined. ...
The S&P 500: What a Difference a Year Makes!
March 09, 2010
Who would have thought on March 9, 2009, when the S&P 500 closed at 676, that we would be looking at a close of 1140 on March 9, 2010? ...
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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

Why Shouldn’t Investors’ Best Interests Come First?
February 25, 2010
Are Senators strong enough—and do they have enough integrity—to stand up on behalf of retail investors and insist on extending the fiduciary standard to cover those who provide advice to retail investors?...
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Regulatory Reason

Main Street’s Trust: Worth One Percent of Bonuses?
February 12, 2010
Would Wall Street firms and executives dedicate 1% of their bonus pool, annually, to rekindle a national saving ethic and restore investor confidence? ...
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Portfolio Gourmet

Economic Briefs
March 01, 2010
Sure, equities have had a nice run. But it may not be time to trim, yet....
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Managing the Risk

Insuring Satisfaction
February 23, 2010
Want to know what makes insurance policyholders feel they’ve gotten their money’s worth? It’s something so obvious you just might miss it. ...
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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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Wealth Manager Research

Current Surveys

Participate in the Top Women in Wealth Management Survey–online through March 26: This survey gauges the attitudes, insights and AUM of women who manage wealth. To participate, click here.

Coming in April: The 2010 Top Wealth Managers Survey!

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 Women in Wealth Management Report: Check out the 2009 report and learn lessons and best practices from some of the most influential women in wealth like SEC Chairman Mary Schapiro and many others.

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?
Show Results