A father-and-son team managing $400 million at Wells Fargo in San Diego has joined UBS.
Edward Dawson has spent 37 years in the financial services industry, according to his BrokerCheck record, having started at Boettcher & Co. in 1983. He joined Wells Fargo in 2001. His son Kyle was with Wells Fargo for three years.
They were joined in the move by their three associates. The team operates as the Dawson Wealth Management Group.
The rebate is political theater, but the healthcare cost crisis underneath it is very much an advisor problem.
It’s a ruthless competition for advisors right now, with buyers promising top dollar to advisors willing to sell.
Vanilla, SS&C and FinTurk are rolling out a mix of agentic and AI-assisted features aimed at planning gaps, client insights, and manual account monitoring.
David Haughton, formerly of Carson Group and Commonwealth Financial Network, takes on VP of engagement role at Hargrove MSO, a subsidiary of Hargrove Firm.
Retirement plan clients may not grasp what fiduciary duties they keep when joining a PEP.
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
