Wealth management

NEW YORK - Financial experts think 2010 could provide many interesting opportunities in the realm of wealth transference, particularly with the temporary, one-year expiration of the federal estate tax and reduction of the gift tax.

It took women 70 years to finally gain the right to vote, but it would have only taken 10 if philanthropist and author Helen LaKelly Hunt had anything to say about it.

The repeal of the federal estate tax has left planners trying to provide band aids to help their clients navigate some ambiguous terrain.

Most RIAs don’t see any lost competitive advantage if a fiduciary standard is required for everyone

Some analysts said that its latest deal for a unit of PNC is clearly a defensive move to box out Northern Trust Corp. from becoming a top competitor in asset servicing.

The Colorado bank's wealth management practice is operated like a boutique high-net-worth independent RIA.

Despite the trend over the past three years at many large money managers to divest and focus on core businesses, Invesco Ltd. retained its trust unit, Atlantic Trust. And the decision continues to pay handsome dividends.

Survey: RIAs and brokers clamor for more alternative investments

Derek Bruton, Trevor Norton named to run hybrid RIA business

Some of these trusts are goal-based and some are dollar-based.

Evercore also launched a new website Monday.

But several positive indicators point to a pickup in deals in 2010.

In an effort to add assets – and potentially to attract teams of advisors that are leaving large wirehouses – Bridgewater Wealth & Financial Management LLP has joined Focus Financial Partners LLC, a New York-based partnership of independent wealth management companies.

Fidelity Investments said it helped a record 191 broker teams go independent last year and one of its executives expects an even stronger 2010.

As earnings season gets into full swing, the market hits a wall of worry … comments from JP Morgan, Gluskin Sheff, T. Rowe Price. Plus: the week’s most important numbers.

Glenmede’s growth strategy is a little bit boring, but that is just the way the Philadelphia-based investment and wealth management company’s new chief executive officer likes it.

The repeal of the tax has set up an interesting social experiment.

Tax-time loans, already an embattled product, now face even more regulatory scrutiny — and not just from the traditional banking agencies.

Contributions in the form of appreciated securities represented 43% of the fund’s total contributions last year.

This is the latest in a growing list of Roth IRA conversion education tools offered by financial services companies.