Tag: UBS

Many plan sponsors are in search of advisers and consultants who can help guide them through SECURE 2.0, UBS finds.

Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by...

NFP acquires Get Medical Plans; UBS Financial Advisors announces formation of Stone Harbor Group; Wealth Enhancement Group adds Piermont Wealth...

Plan adviser Fiumara lays out the keys for an adviser to stay in front in a highly competitive marketplace.

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...

Wealth Enhancement adds two New York-based RIA firms; Bitcoin IRA acquires Shrimpy.io; UBS snags Merrill wealth advisory.

The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit."

Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.

Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.

Junior advisers today may not fit the traditional mold, and firms should adapt to attract and retain talent, according to...

Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs;...

T. Rowe's head of core market segments says co-branding on financial wellness and advice can increase lead generation.

Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.

Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.