By Jake Martin UBS Wealth Management USA has hired away another group of J.P. Morgan private bankers, this time a six-person team managing $10.5 billion in client assets in San Francisco, according to a Tuesday announcement.The team, led by John “JT” Davenport, Angela Colombani and Sean Livingston, joined the wirehouse’s private wealth management division on
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**This article was shared courtesy of Financial Planning (www.financial-planning.com). Written and edited by Andrew Welsch. This year’s largest recruiting moves boast some impressive stats: 17 teams and solo advisors overseeing $75 billion in assets. The overall number of billion-dollar moves is down from last year’s 24, but the combined AUM is up thanks to several
Written By FINRA: KAITLYN KIERNAN The Financial Industry Regulatory Authority (FINRA) and other financial regulators work hard every day to protect investors from fraud, scams and financial professional misconduct. But at the end of the day, a diligent and vigilant investor is her own best first line of defense. The vast majority of registered financial