A three-adviser, six-person team managing $10.5 billion at J.P. Morgan Private Bank in San Francisco has moved to UBS Private Wealth Management.
Advisers John “JT” Davenport, Angela Colombani and Sean Livingston made the move with three associates.
Davenport, a certified public accountant, had worked at Goldman Sachs, Lehman Brothers and Arthur Andersen before joining J.P. Morgan Private Bank in 2010. Colombani and Livingston joined J.P. Morgan in 2000 and 2009, respectively.
The leading ultra-high-net-worth RIA joins other large wealth firms, including Raymond James and LPL, in creating executive roles focused on artificial intelligence strategy
New Preqin-powered benchmarks add transparency to private equity and credit performance across BlackRock's platforms.
Supervision vice chair speaks following recent launch of AI adoption practices by regulators.
In an era of AI euphoria and market FOMO, getting back to basics with fixed income may be the most contrarian and most important move advisors can make.
Voya Financial adds private equity, credit and real estate options to its AMA program, building on support for looser federal investment rules in retirement accounts.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
