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.
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
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.
