UBS Wealth Management said Wednesday that two advisors who oversaw $640 million in assets at Merrill Wealth Management have joined UBS in Sarasota, Florida.
Brian Mariash and James “Bart” Lowther will operate as Mariash Lowther Wealth Management in Sarasota, Florida. They focus on high-net-worth individuals and families.
Mariash had worked at Merrill since 2008, after starting in the financial services industry in 2001. Lowther joined Merrill in 2010.
They are joined in the move to UBS by advisor Jesse Perez and staffers Shannon Murphy, Dionysios Skaliotis and Sovanna Sok.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
