September 7, 2021
By Andrew Welsch
A top-ranked UBS financial advisor and his team, which oversaw $850 million in client assets, have left the wirehouse to open an independent firm, prompted to do so because of increasing client demand for fiduciary-level advice, the advisor says.
“We’ve always put clients first. But now as a fiduciary, we answer to a higher duty of care,” advisor Barry Mitchell tells Barron’s.
