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 December 2008 |
Forward Thinker
Roger Ibbotson puts the markets and economy in context, and focuses on the opportunities ahead.
12/1/2008
By Roger G. Ibbotson, PhD
How did it happen? The financial crisis has been developing all year, but it seems to have only gotten worse despite the bailouts, the new government oversight, and even the election. The stock market started the year poorly, but only grew worse. Bond and commodity markets also fell, especially if there was any credit or counterparty risk involved. Even cash does not seem safe.
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ANTICIPATING BETTER DAYS
12/1/2008
By Michael S. Fischer
“1992 is not a year on which I shall look back with undiluted pleasure. In the words of one of my more sympathetic correspondents, it has turned out to be an ‘Annus Horribilis’.”—Queen Elizabeth II, at the end of a year when the monarchy was beset by scandals and a fire damaged Windsor Castle.
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The Pulse
12/1/2008
By Kathleen M. McBride
During the period from October 22 to October 31, Wealth Manager polled the 2008 Top Dogs firms for their views on a broad range of issues. Here is what they told us: Asked to rank current issues of concern—including the credit freeze, market volatility, the election, lack of an asset class that’s performing well, and the new regulation that will result from the current crisis, the Top Dogs responded that in the short term (the next few months to a year), the biggest issue for wealth managers is market volatility (42%), followed by the credit freeze (30% and lack of an asset class that is performing well (10%). The election and new regulation tied at 8% apiece.
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| Wealth Manager’s 2008 Top Dogs |
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Our eighth annual ranking of the top wealth managers |
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- $303 billion in total AUM
- $3.33 million in average AUM per client
- 478 wealth management firms
Find out how they do it. |
For reprint information, please click here.
| The Economics of Loyalty |
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A special supplement sponsored by Vanguard
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Coping with the Wall Street Crisis |
Archives now available for the web seminar series Coping With the Wall Street
Crisis. To access the audio archives, click play on one of the audio
files below.
Philanthropy and the Family - Exploring the links between charitable giving and
family dynamics 12/17/2008
Portfolio Construction, and Protection, in the New Reality 11/19/2008
Protecting Retirement Clients: What's an Advisor to Do? 11/12/2008
The Morning After: How the New President and Congress Will Affect Advisors'–and
Clients'–Lives 11/5/2008
The Bailout and Advisors: The View From Washington 10/8/2008
Weighing the Business Options 9/26/2008
Fine-Tuning the Portfolio 9/24/2008
Communicating with Clients 9/22/2008
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