Transition Announcement: UBS Team Managing $963mm Jumps to Rockefeller Global Family Office
Former UBS team, generating $7.7mm in revenue, sought to serve their HNW and UHNW clients a more bespoke experience.
Rockefeller Snags $963M UBS Advisor Team
By Alex Padalka, FAIQ.com – Rockefeller Global Family Office announced that it has lured a team of UBS advisors.
Rockefeller Lands $7.7-Mln UBS Duo in Atlanta
By Karmen Alexander, AdvisorHub – Rockefeller’s Global Family Office has landed a UBS Wealth Management USA team that oversaw $900 million in client assets in Atlanta, according to a source familiar with their practice.
Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence
By Deborah Aronson, FA-Mag.com – While the acronym “OSJ” may be a familiar one, few advisors are aware of the features and benefits – and potential advantages – the model provides.
Transition Announcement: $650mm Merrill Team Opts for Independence with Kestra PWS
With Kestra Private Wealth Services (PWS), Matt West and David Combs found a team of people with the experience and expertise to help them break away from the wirehouse space and successfully assist the team in launching Canton Wealth Partners in Roswell, GA
$650M Merrill Advisor Team Bolts for Kestra
By Alex Padalka, FinancialAdvisor IQ – Kestra Private Wealth Services says it has nabbed a team of Merrill Lynch financial advisors.
Transition Announcement: Independent Firms Unite via Sanctuary Wealth’s Partnership Program
Independent Firm Marriott Wealth Advisors Joins mFORCE Capital via Sanctuary Wealth’s Partnership Program
Sanctuary Wealth Accelerates M&A Activity with 2 More Deals
By Ali Hibbs, WealthManagement.com – One acquisition will bolster Sanctuary’s retirement plan offerings, while the other will add $150 million in assets under management in Arkansas.
Sanctuary Wealth Accelerates M&A Activity with 2 More Deals
By Ali Hibbs, WealthManagement.com – Sanctuary Wealth announced the acquisition of Marriott Wealth Advisors in Hot Springs Village, Ark., which will become a division of Sanctuary partner firm mFORCE Capital in Fort Worth, Texas.
“We Really Do Feel Like We Have a Voice.”
By Meghan Seawell, AdvisorHub – Going independent is a big decision. For Adam Goldstein, it became a foregone conclusion. When the Arizona advisor – named Best-in-State Wealth Advisor by Forbes in 2020 – learned about LPL Financial’s new breakaway solution, Strategic Wealth Services, he knew he had found something intriguing.
