A three-adviser, five-member team managing $560 million at UBS has joined Rockefeller Capital Management at its Newport Beach, California, office.
The team consists of advisers Stefan Oglevee, Jannah Devine and Stefan "Max" Oglevee, as well as two associates.
Four of the Magnificent Seven will report this week.
Easing anxiety has seen the haven asset slide from record high.
Uncertainty remains challenging for Treasuries traders.
Move will raise concerns of inflationary impact of tariffs.
President says tariffs could see income tax ‘completely eliminated’ for some
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.
