Browsing Tag
wealth management
5 posts
UBS Expands Team with $700 Million Client Portfolio
UBS, the Swiss bank, has announced the addition of a new financial advisor team that manages a total…
20 November 2023
Lawsuit: Edelman Financial Engines Vs Mariner Wealth Advisors
Edelman Financial Engines has filed a lawsuit against Mariner Wealth Advisors, accusing the company of using aggressive recruitment…
17 November 2023
Tom Naratil Joins Lightyear Capital as Operating Partner in Wealth Management
Tom Naratil, a former executive at UBS Group, has recently joined Lightyear Capital, a private-equity firm that specializes…
14 August 2023
Ameriprise Financial’s Strong Performance in Wealth Management
Ameriprise Financial, a renowned company, delivered impressive second-quarter results. While its asset management business faced challenges, its wealth…
29 July 2023
The Importance of Designating a Trusted Individual
It has been found that designating a trusted individual to handle financial matters is crucial for clients. Waiting…
8 July 2023