WM Today now has its own Twitter Handle: @WM_Today

“Everyone thinks of changing the world, but no one thinks of changing himself.” — Leo Tolstoy What a difference a year makes!  The number of views on this blog more than tripled from 2012 to 2013.  Thanks to all of you who have kept up with my posts and been interested enough to read what […]

Advice for Going Global with Managed Accounts

As the world has become flatter due to the effects of globalization, investors have felt pressure to diversify beyond their domestic markets.  Most financial firms met this demand by offering assets registered in multiple jurisdictions, however, this was usually only for non-discretionary programs. Sponsors have recently been adding global capabilities to their managed account products […]

Top 10 Most Popular Posts from 2013

What were the most popular WM Today posts from 2013?  Portfolio rebalancing, financial planning and anything mobile were big draws last year.  Here are the top 10 according to stats from WordPress: 10. 5 Ways a Web Portal Can Excite Your Clients This summary from the fantastic Technology, Tools & Today (T3) conference highlights how software […]