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These include currency-hedged or exposed, small- or large-cap, quality screened or all-inclusive.
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Here are wealth management's elite leaders, responsible for landing the best talent and helping to shape the industry’s future.
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There’s a ‘significant shift in interest and motivations,’ says Fidelity’s Bob Oros. Here’s what it means for firms.
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Consuelo MackAnchor and Managing EditorConsuelo Mack WealthTrack on Public TelevisionConsuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixth season, Consuelo Mack WealthTrack has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WealthTrack is the only program on television devoted to long-term diversified investing in all of the investments people care about: stocks, bonds, real estate, insurance, art and collectibles.\nWealthTrack has scored a series of television exclusives including Wall Street’s number one ranked economist Ed Hyman, Yale endowment head David Swensen and prescient fund manager Jeremy Grantham who called both the tech and credit market bubbles. WealthTrack which started on a handful of stations is now seen in more than 126 markets, including all of the top 20, and 290 stations covering 79% of the country. In New York WealthTrack is seen on WLIW, channel 21 on Friday evenings at 7:30 and Saturday mornings at 8:00 on WNET, channel 13. In Boston it also airs twice, on Sunday mornings at 8:30 in WGBX and Sunday evenings at 6:00 on WGBX World. \nBefore developing WealthTrack Mack spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly syndicated business program, “The Wall Street Journal Report”. During her tenure it won the Overseas Press Club award, the Gracie award and was nominated for a News and Documentary Emmy award for excellence in background and analysis. \nMack also played a critical role in CNBC’s strategic alliance with Dow Jones, the parent company of The Wall Street Journal. Anchor of a morning show, reporter for a daily “Strategy Session”, she also anchored “Louis Rukeyser’s Wall Street” in its final months on both CNBC and PBS. \n \n Mack’s international experience includes being the Anchor and Editor of “The Asian Wall Street Journal Report”, a weekly business program syndicated throughout Asia, and hosting the 1996 PBS documentary series “Emerging Powers” and the 1994 PBS special “Pacific Rift”.\nMack is a pioneer in business television. She was a founding partner of “Today’s Business”, where she was the sole Anchor and Executive Editor of television’s first daily, nationally syndicated business news program. She was founding news editor and co-anchor of “Business Times”, the first national morning business program. In its first year “Business Times” won the ACE award, cable television’s highest honor. \nPrior to her television career, Mack worked for several prominent research and money management firms including Mitchell Hutchins and Merrill Lynch. She is a member of the Economic Club of New York, the Council on Foreign Relations, The Women’s Forum and is a board member of the YMCA of Greater New York. She has received several honors including the first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism from the Women’s Economic Roundtable and the Malcom S. Forbes Public Awareness Award. Mack graduated from Sarah Lawrence College with a bachelor degree in English Literature, History and Political Science.\n
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Crystal Thies, also known as the LinkedIn® Ninja, is the founder and CEO of Crystal Clear Buzz, LLC, a company focused on helping companies and individuals utilize social media for sales and business development. Although well versed and experienced in all social media, Crystal specializes in the utilization of LinkedIn® for both B2B and B2C companies. The strategies, methodologies and philosophies that she advocates were developed completely by her through her own use as a salesperson and small business owner. Daily trial and testing are her modus operandi for staying on top of the ever evolving and changing LinkedIn® platform. As a past financial planner, she is also one of the few social media experts who understand the unique challenges faced by those regulated by FINRA and the SEC in utilizing LinkedIn®. The Crystal Clear Buzz LinkedIn® Ninja provides training, customized strategies, and even outsourced services such as LinkedIn® profile and company page building, to help you and your company find prospects, build relationships, establish yourself as an expert and ultimately grow your revenues utilizing LinkedIn®. Her upcoming book The Social Media Handbook for Financial Advisors will be released by Bloomberg Press in July 2012.
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