Wealth Manager Web February 2008

Cover Story

• Uneasy Partners

  By Janet Aschkenasy

  Jeffrey Palmer remembers what it was like back in the 1990s when his firm employed 30 different custodians nationwide, and relied on four staff members...

• A Worldly Winner

  By Stan Luxenburg

  While domestic bond funds eked out modest returns in recent months, foreign funds gained speed. During the first 10 months of 2007, world bond funds...

• California Suite

  By James Picerno

  The announcement last November that two of the largest independent wealth managers have joined forces may look like a modest deal from the vantage of...

• Remembrance of Taxes Past

  By James Picerno

  This being a presidential election year, taxes are topical all over again. As an added incentive for chattering about fiscal matters generally, there's a vigorously...

• The "Kiddy" Tax

  By Hesh Reinfeld

  I told my kids when they graduated from college and got their first real jobs I would no longer do their taxes. I still pay...

• Northern Exposure

  By Brian Wruk

  With the mobility of clients who hopscotch frequently between Canada and the U.S. due to family obligations, retirement or employment opportunities, you may find yourself...

• Capital Ideas

  By Julian Block

  Sad to relate, most financial professionals take their eye off the tax ball. In fact, according to a study commissioned by Boston-based Eaton Vance Corp.,...

• Eastern Promise

  By Norman M. Boone

  Sometimes we get a little myopic. It's easy to believe that what is important to us is similarly important to other people--that the way we...

• Hedge Fund Lite

  By Chuck Carlson, CFA

  C'mon, admit it. You'd love to charge hedge-fund-like fees with that magical "2-and-20" formula (2 percent management fee plus 20 percent of the profits) that...

• For Their Eyes Only

  By Elaine Robertson Demby

  Boys will be boys. Brian Hamburger has a client whose employees used email to conduct "bar-stool" conversations--that is, the kind of conversations that really should...

• The Next Step

  By Mary Kathleen Flynn

  If you're like most wealth managers, you probably haven't thought much about Web 2.0. When it has come to your attention, you may have dismissed...

• Gadgets Galore

  By John Patrick Pullen

  The line between A necessary business tool and a delightful toy is a thin one, especially for technophiles. Following is an idiosyncratic list of some...

• Special Technology Articles

  By Staff Writer

  Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...

• Goal Setting 2.0

  By Gary Wollin

  Last year, you made a promise to yourself: If you were encouraged by my last column, you set a goal to increase your assets under...