A three-adviser, five-person team managing $1 billion at Morgan Stanley has joined UBS Private Wealth Management in Providence, Rhode Island.
The team, the Narragansett Bay Group, consists of advisers Joseph P. Tamburini, Nancy A. Pasquariello and Nathan J. Hickney, and two associates, Jennifer Hickney and Patrick Monahan, UBS said in a press release.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
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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.
