Wealth Manager Web September 2008

Cover Story

  • Hidden Depths

    Your clients trust you to manage their wealth, and while your primary focus is on their investments, there are other circumstances that may impact their...

  • In Flux

    Regulators add valuation of private securities to their focus on the basics. Brian Hamburger says he gets up to five calls a day from wirehouse...

  • Online and Off the Beaten Track

    A paperless account opening solution--one of the long-awaited cyber-perks of the 21st century--is here. Pershing LLC, the Bank of New York Mellon Corp. subsidiary, is...

  • The Maestro of JPMorgan Funds

    JPMorgan Asset Management--the name conjures up the scent of old money, gentlemen's clubs, cigar smoke and above all, a kind of stodgy blue-chip security. But...

  • Can It Happen Here?

    Wealthy individuals and institutions dominate hedge fund investing, but the mainstreaming of these products rolls on. Strategies that traditionally have been available only in the shadowy...

  • Growing Pains

    Investors love talking about their home runs, the stocks that go from $5 to $100, the "twentybaggers" to steal from Peter Lynch. Your clients are...

  • The Cobbler's Shoes

    On Friday, June 13, Tim Russert, NBC News' Washington bureau chief and the moderator of "Meet the Press," died after suffering a heart attack. He...

  • Tech Time Again?

    When the Internet bubble popped, technology funds collapsed. During the three years ending in February 2003, the average fund in the category lost 79.7 percent,...

  • Partnerships--A Leap of Faith

    Chess players often say that the perfect game ends in a draw. After a series of precisely calculated moves on both sides, the result is...

  • Building a Better Snapshot

    More isn't always better, but when it comes to hedge fund databases, there's an argument in favor of using quantity to enhance quality. The reasoning starts...

  • Hedging or speculating?

    Just a few days ago, I received an "open letter" from the airlines asserting that rampant speculation in the energy markets was destroying their companies....

  • Does Volatility Equal Opportunity?

    Investors and advisors alike can commiserate over all the stress the short-term volatility in the global markets is causing their long-term investment plans. But the...

  • New Rules for Home Sales

    Some recently widowed homeowners who realize profits on sales of their principal residences will benefit from legislation enacted on Dec. 20, 2007, and known officially...

  • Valuing Evaluation

    In the old days, giving was easier. You made a donation to a charity of your choice, and you hoped for the best. But faith...

  • Protecting Passions

    Benjamin Franklin, one of America's first self-made men of wealth, once noted, "If passion drives you, let reason hold the reins." That's good advice, though...

  • So Close

    Three, two, one--buzzer! We lose the championship game by three points. Tears are streaming down the faces of my nine- and 10-year old team of...

  • The Effective Defective Trust

    As the political landscape changes, and the discussion of estate tax reform intensifies, one thing seems clear: High-net-worth clients are going to need sophisticated estate...

  • M&A: The Future of Wealth Management?

    Ask any RIA or wealth management firm what tops their hit list. Five, ten years ago, the answer probably would have been more assets, more...