A five-adviser team managing $6.5 billion at J.P. Morgan Private Bank in Los Angeles has joined the Century City office of UBS Private Wealth Management.
[More: RIAs led in a year of recruiting slowed by the pandemic]
The team, led by Patrick Schaffer and Ryan Bristol, was with J.P. Morgan for nine years and includes advisers Barry Peterson, Corey Mazza and Dhanesh Bharvani, as well as two staff members.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
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
