Garth Allan, who managed $220 million at Wells Fargo, has joined the Newport Beach, California, office of UBS Wealth Management.
Allan, who had been with Wells Fargo for 11 years, makes the move with his service associate Catherine Rusk. Earlier, he spent four years with Edward Jones.
In his practice, Allan focuses on delivering personalized investment planning and comprehensive wealth management advice to high-net-worth and ultra-high-net worth clients, UBS said in a press release.
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The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
