Updated Monday, April 21, 2014 as of 3:23 AM ET
- Wirehouses
Billion-Dollar Team Leaves UBS, Goes Independent
by: Andrew Welsch
Wednesday, January 29, 2014

A UBS team of advisors with a billion dollars under management has left the Swiss bank to form IFM Capital Advisors, an independent RIA.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!

Already a subscriber? Log in here