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.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
