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

Former head of Merrill Lynch Wealth Management John W. Thiel is launching an independent RIA, Indivisible Partners, in the ...

John Thiel, who helmed Merrill Lynch Wealth Management from 2011 to 2016, says Indivisible Partners will offer advisors a mix ...

Boca Raton-based MM & Associates serves ultrawealthy families and their businesses and philanthropic enterprises.

John Thiel, the former Merrill Lynch Wealth Management head, is launching an independent RIA in the first quarter of 2025, he ...

Insigneo, a prominent name in wealth management, announces the addition of Esteban Diaz as Senior Vice President to its ...

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

Sieg joined Citi last year from Bank of America, where he ran the group’s Merrill Lynch wealth management business. He is ...

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

Thiel was head of Merrill Lynch Wealth Management in 2016 when he became vice chair of Bank of America’s Global Wealth ...

Clearwater, Florida–based Indivisible Partners will launch in the first quarter of 2025, according to its website. The firm was formed on July 2, per its Form ADV, and its creation was announced this ...

Listen and subscribe to Living Not So Fabulously on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. As the child of blue-collar workers, Ari Linder grew up wanting to help ...