Investments & Wealth Monitor Sept/Oct : Page 1

Investments & Wealth IMCA investment management consultants association MONIT O R September/October 2012 REGULATION/LEGISLATION 14 The Shape of Things to Come under a Uniform Fiduciary Standard for Brokers and Advisors 19 The Intergenerational Transfer of Wealth: Why Fiduciary Status Matters to Asset Managers 22 SEC Provides Relief to Family Offices under Dodd-Frank 30 Helping Wealthy Families Transfer Assets to Future Generations 35 A Perspective on Retirement Security: Who Stands Behind America’s Pensions?

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