Tuesday, January 6, 2015

Fw: UBS Team With $500M AUM Joins HighTower

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From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Tue, 6 Jan 2015 12:01:42 -0500 (EST)
To: <mainandwall@gmail.com>
Subject: UBS Team With $500M AUM Joins HighTower

 
 
 
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Jan 06, 2015
 
 
 
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UBS Team With $500M AUM Joins HighTower
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The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management.
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Investment Management Consultants Association®: Top 3 Articles of 2014
 

The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing.  Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance.
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Overcoming Transition Hurdles
 

One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations.

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