Wealth management

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.

The merger, effective Jan. 1, boosts the assets under management of the Seattle-based firm to more than $1 billion.

The tax preparation company agreed to pay as much as $20.2 million to customers that bought its Express IRAs.

A small RIA hopes a personalized service for retirement plans will attract more clients.

On Wall Street, Top 40 Advisors Under 40

Bank Investment Consultant Top 50 Bank Reps 2009

On Wall Street magazine's annual listing the Top 40 Advisors Under 40

On Wall Street magazine and MainStay Investments present the second annual Branch Managers of the Year.

The web-based 401(k) software has created a Plan Management Dashboard that rates plans for sponsors and advisers and how the scores compare to similar plans.

Chief Executive Officer Edward “Ned” Johnson has told the firm’s adviser services division to reduce its profit margin targets

The retail investment arm is launching a new high-net-worth wrap product that allows financial advisers to build, manage and customize portfolios of funds and individually managed accounts.