The current COPAR transaction has a FICO score of 782, an increase from 780 from the COPAR 2023-2, and loans with an original term greater than 72 months, as a percentage of the pool balance was 19.24 ...

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.

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain ...

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

Schroders Personal Wealth (SPW) – the joint venture between Lloyds Banking Group and Schroders – has appointed experienced ...

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

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

Diaz’s career started in Santiago, Chile, working with financial institutions such as Banco Penta and Banco BICE.

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