NewEdge Wealth said Friday that Richard Ina, a veteran advisor from UBS managing about $500 million in client assets, has joined the firm. He will open an office for NewEdge in the Nashville, Tennessee, area.
According to his BrokerCheck report, Ina has 35 years of experience, having started his career in 1987 at Kidder Peabody. He had been affiliated with UBS since 2010.
“We needed a platform with a broader scope of in-house wealth strategy, enhanced performance reporting, and a sophisticated online experience," Ina said in a statement. "We are excited about joining NewEdge Wealth as the firm can provide the support we need to deliver the kind of services our clients expect from their wealth management team."
Two staffers are accompanying Ina in the move to NewEdge.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
As markets disintegrate, the value of on-the-ground, first-hand research through "intimate knowledge acquisition" is skyrocketing.
Deal brings 10 advisors and deeper family office reach to Austin market.
Mega-RIA to adopt AI workforce at enterprise scale as firm rethinks growth without hiring.
The five-advisor group leaves U.S. Bank for LPL's platform, part of a record June that saw 204 advisors join the firm.
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
