A group of advisers who managed more than $3 billion of client assets at Goldman Sachs is joining UBS Private Wealth Management.
John Hanley, Colin McKay and Michael Francis will work in the Washington, D.C., office of UBS Northeast Private Wealth. Hanley joined Goldman in 2004.
The team joining UBS also includes trust and estates specialist Karlyn Wright, senior associate Louis McCabe and administrator Katherine Andes.
All six team members must complete their garden leaves before joining UBS, according to the press release.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave