A four-member advisory team managing $391 million at Merrill Lynch in Santa Barbara, California, has joined UBS Wealth Management.
Led by adviser Mark Brenner, who was with Merrill Lynch for 12 years, the Brenner Wealth Management Group includes adviser Kip Paulson, who was with Merrill Lynch for four years.
Also in the group are Shawn Hill, a senior wealth strategy associate, and Nathan Cha, a client associate.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
