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.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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
