UBS Private Wealth Management announced that two financial advisers who managed about $500 million in assets for high-net-worth and ultra-high-net-worth clients at Merrill Lynch Wealth Management will join UBS.
Mikail Qazi had worked at Merrill since 2005, after starting his career in 2003 at Brookwood Securities Partners, according to his BrokerCheck record. Timothy Martin had worked at Merrill since 2012.
Joining them in the move is Albana Droboniku, senior wealth strategy associate.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
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.
