Wealth Manager Web June 2009

Cover Story

• Communicating with Clients

  By Robin J. Scheman

  Regardless of the client profile they seek to serve, asset allocation strategies, aggregate AUM, or the organizational culture in which they operate, several common themes...

• Diversification: Always in Style

  By J. Gibson Watson III, CIMA, Envestnet

  But since the end of 2007, the broad-based fall in equities has drained a mind-numbing $30 trillion of value from the stock market. Worse yet,...

• The Future is Not Past Perfect

  By Robert Huebscher

  The Wall Street Journal Journal of Indexes Forty years is the duration of the accumulation phase for most wage-earners. How was it that common stocks--the...

• On Good Behavior

  By Nancy R. Mandell

  The result is Cabot Research, a five-year-old Boston firm whose motto is "behavioral finance, APPLIED." The business is the second that Ervolini, Cabot's CEO, has...

• A Conscience for Commodities

  By Thomas H. Butcher

  The answer, perhaps surprisingly, is: remarkably few--not just here in the U.S., but anywhere. According to Craig Metrick, U.S. head of Responsible Investment for Mercer, a...

• A Re-Done Deal

  By Philip Palaveev, Fusion Advisor Network

  Yet even in the most uncertain and difficult situations, it is clear that the dialogue between the affected parties will have to begin today. Delaying...

• Net Operating Losses

  By Julian Block

  Undoubtedly, you have some clients whose businesses were battered by the recession and lost money in 2008. Or perhaps they started a new venture that...

• Playing It Safer

  By Andrew McElwee

  Boomers certainly have the earning power to invest in their pursuits. More than 26 million are now in their peak income-earning years--ages 57 to 63--and...

• Keep On Giving

  By Susan L. Hirshman

  When a client contemplates setting up a private foundation, make sure you spend time with them on the "softer" issues, and that they are...

• At Home or Abroad?

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

  Insurance, diversification and hedging strategies are common methods for mitigating risk. These instruments or strategies can successfully protect clients' financial plans from devastation by a...