Wealth Manager Web February 2008

Cover Story

  • Uneasy Partners

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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...