Matthew T. Leone, Kevin M. Heck and Emily Barbe, who managed $890 million at Merrill Lynch in New York City, have joined UBS.
Also making the move in midtown Manhattan are the team’s three client associates.
All three advisers had long careers at Merrill Lynch, with Leone and Heck starting there in 2004 and Barbe in 2012.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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
