UBS Private Wealth Management announced that two financial advisers who managed about $500 million in assets for high-net-worth and ultra-high-net-worth clients at Merrill Lynch Wealth Management will join UBS.
Mikail Qazi had worked at Merrill since 2005, after starting his career in 2003 at Brookwood Securities Partners, according to his BrokerCheck record. Timothy Martin had worked at Merrill since 2012.
Joining them in the move is Albana Droboniku, senior wealth strategy associate.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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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.
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