UBS Wealth Management, a global financial advisory firm, has appointed Ryan Lurie as executive director to lead the firm’s ...

Integrated Partners has expanded the reach of its $20 billion RIA operations with a new affiliate in Boston.

Schroders Personal Wealth has appointed experienced industry leader Martin Andrew to its board as an independent ...

John Thiel, the former head of Merrill Lynch Wealth Management, has launched a new registered investment advisor (RIA) firm ...

he spent more than 18 years at Merrill Lynch, the last five as head of digital wealth management). Other advisors include ...

The firm's new policy of keeping discrimination complaints out of court isn't sitting well with at least two financial advisors.

In this role, Ryan will be a leader who also produces, handling both client accounts and development of UBS’s wealth ...

BOSTON--Integrated Partners ("Integrated"), a national financial planning and registered investment advisory (RIA) firm ...

Larry Fink turned to big deals to get BlackRock Inc. out in front of a decade of money gushing into index funds. Now he’s ...

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all ...

The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its ...

It also claims to keep a low client-to-advisor ratio for private wealth management clients. According to the firm’s website, there are an average of 20 to 30 clients per advisor. Merrill Lynch ...