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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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Contributors

Robert Huebscher
Special Report: 2010 Annual Top Wealth Managers Survey 
The top Wealth Managers are looking to restart growth, find new clients and new markets, and reinvigorate their strategy and their people.  
J. Gibson Watson III
August 04, 2010
A due diligence perspective: Assess the dilemma and lower the probability of it happening again....

Welcome to Wealth Manager's 2009 Top Wealth Manager Survey

2010 Top Wealth Managers

Special Report

Managing a Top Wealth Manager today is a lot like driving a racecar--it is all about the art of knowing when to push the brake and when to step on the accelerator. A little too soon and you can crash, a little too late and you can be left behind.

Read Philip Palaveev's complete analysis of the 2010 Top Wealth Manager Survey Results.

Wealth Manager: Viewpoint

SEC’s Broker-RIA Fiduciary Call for Comments
August 31, 2010
In transparent process, industry misinformation shows up. Let us clear it up....
SEC Funding Needs to Change
Senate Votes Yes on Financial Reforms
View More

Regulatory Reason

Coming Together: The Fiduciary Standard and the NFL
July 13, 2010
Can two standards of conduct be “harmonized” as successfully as were the old AFL and NFL? ...
Saratoga—Not Yorktown
Listening to Goldman
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Portfolio Gourmet

Economic Opportunity
July 12, 2010
While markets have been volatile, there’s a buying opportunity....
Sovereign Debt and Asset Allocation
Economic Briefs
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Managing the Risk

Davy Jones’ Locker
August 31, 2010
Some insurance policies exclude losses under the Jones Act, more formally known as the Merchant Marine Act of 1920. ...
Piracy: Not just Shipping Vessels Are at Risk
Five Seaworthy Questions to Ask Yacht Owners
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Featured Channels

Sponsored by:
August 04, 2010
Dividends are a subject of endless fascination for investors, and no less so in the recent stock market environment of jaw-dropping volatility....
 
August 09, 2010
Morningstar has just released a study of the impact of mutual fund expenses on fund performance. ...
 
August 13, 2010
Fundamental Indexing for bond funds may change how you invest in that asset class. ...
 
August 04, 2010
‘Symbolic but important’ change signals deepening economic concerns...
Sponsored by:
August 04, 2010
Prior to the recession, a yacht purchase was a buoyant investment that only rose with the tide.
 
July 26, 2010
Advisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients’ taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase....
Sponsored by:
July 20, 2010
With the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again....
 
July 19, 2010
Senators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax. ...

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Wealth Manager Research

THE RESULTS ARE IN!

Wealth Manager's 10th Annual Top Wealth Managers
Wealth Manager proudly presents the 10th annual Top Wealth Managers survey results, rankings and analysis. We've got the lion's share of the largest, most established RIAs in America. For 2010, we present a new way of looking at our Top Wealth Managers rankings. It's a sortable database where you can see firms ranked on average assets under management per client, by total AUM, alphabetically, city or state or minimum fee. See the 2010 Top Wealth Manager Rankings and Database.

What's on the Minds of the Top Wealth Managers?

2010 Top Wealth Managers: The Regulatory Breeze from Washington

Special Report: 2010 Top Wealth Managers

Complete coverage and profiles of select Top Wealth Managers

SURVEY RESULTS

Top Women in Wealth
Who are the most influential women in wealth? Wealth Manager and our advisory board have selected the 50 Top Women in Wealth, and released the results of our exclusive survey of female advisors.

Wealth Manager Webinars

Register for Wealth Manager's 50 Top Women in Wealth Webinar

Join us and two of the 50 Top Women in Wealth as they discuss trends at the top of independent registered investment advisors and broker/dealers

Learn more

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

Should banks and brokers be separate, as in Glass Steagall?
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From Our Partners

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Everything a financial advisor needs to know about running a small business – and more importantly – serving their clients.

Unbiased news, information and analysis for independent advisors to grow and run their practices.

Comprehensive online sales and reference information for financial and insurance professionals.
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