Two advisers who oversaw $480 million in total client assets for Union Bank have left to form an independent firm, Samara Capital, and join platform tru Independence, the firm said.

“We established Samara Capital as an independent business so that we would have the freedom to make investment recommendations and decisions,” Winkler said.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access