Ameriprise Financial Inc. said it recruited a team in Phoenix, Arizona, that had managed more than $450 million in assets at UBS.
Christine Gustafson, founder of Phoenix Wealth Management, had been affiliated with UBS since 2009, according to her BrokerCheck report. She has 37 years of experience, starting at PaineWebber in 1984. Gustafson specializes in working with high-net-worth clients, family offices and charitable foundations.
Making the move along with Gustafson are private wealth adviser Norman Lemus and staff members Amanda Morrell and Lisa Campbell. Lemus serves as portfolio manager for the firm’s Tobacco-Free Portfolio, which was designed for the American Heart Association.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
