Wealth Manager Web February 2009

Cover Story

• When Home is Where the Employees Are

  By Andrew McElwee

  For most people, the twin challenges of managing professional and personal risk are separate and distinct. Clients who rely strongly on domestic help are not...

• Tax Planning in the New Administration

  By Julian Block

  There's lots of uncertainty about who will be helped and who will be hurt by the tax package that President Barack Obama will send to...

• BETA Made Simpler

  By Michael S. Fischer

  Hedge funds suffered through a catastrophically bad year in 2008, with performance plummeting, investors redeeming billions of dollars and fund after fund biting the dust....

• Lessons Learned from the Bernard Madoff Scandal

  By Larry E. Swedroe

  What do the Royal Bank of Scotland, Nomura Holdings (Japan), the Elie Wiesel Foundation for Humanity, Yeshiva University, Tremont Group Holdings, Steven Spielberg's Wunderkinder Foundation...

• Corporate Behavior

  By Brian Perry

  The fixed income sector is often seen as the stable, income producing portion of a portfolio. Many investors assume that volatility will be low and...

• Where Were You? Who Are You?

  By Philip Palaveev, Fusion Advisor Network

  Wealth management and investment management have always had a complex relationship: On one hand the concept of wealth management is meant to be juxtaposed--or even...

• Deep Values

  By Coventry Edwards-Pitt

  As advisors in multi-family office practices or family-focused wealth management firms, we have a unique opportunity to play a critical role in our clients' lives....

• A Portfolio of Experts

  By Robert Huebscher

  As CEO of Advisor Perspectives, one of the great privileges I enjoy is the opportunity to interview thought leaders in the investment industry. Since one...

• Down, But Not Out

  By Ben Warwick, Quantitative Equity Strategies

  With disappointing performance greeting them in the first two quarters of the year, liquidity restrictions taking hold in the summer, and the largest corporate scandal...

• Where Do We Go From Here?

  By J. Gibson Watson III, CIMA, Envestnet

  While the wild market ride that produced all the stomach-churning drops across the end of 2008 was surely launched by a lock-up in the credit...

• Let the Sunstein In

  By James J. Green, AdvisorOne

  There's been much interest in the nomination of Mary Schapiro, the head of FINRA, to be the Obama administration's chairman of the Securities and Exchange...

• President's Day

  By Nancy R. Mandell

  Two newcomers with hefty resumes have been named to top posts at Fidelity Investments Institutional Services, the company announced recently. Peter Cieszko, former president and...

• Family Foundation or Donor-Advised Fund?

  By Page Snow

  The economic downturn may have sowed second thoughts about charitable giving, but it certainly hasn't eliminated the philanthropic impulse. Indeed, those who have reached a...

• A Noteworthy Strategy

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial

  Over the past year, the tumultuous economic environment has had wealth managers searching for ways to increase the value they bring to their client relationships....