Advisory M&A | PLANADVISER
Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.
Source: planadviser.com
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UBS Lands $700 Million Merrill Lynch Team
UBS Group’s U.S. wealth management unit recruited a former Merrill Lynch advisor team that oversaw $700 million in client assets, the company said. The…
Source: biztoc.com
UBS hires five-person advisor team in Greenwich, CT
GREENWICH, Conn., September 21, 2023--UBS Wealth Management USA today announced that a five-person team, The Coutant Group, has joined the firm. The team is led by Financial Advisors Kevin Coutant and Keith Coutant, who bring nearly 50 years of combined industry experience. Together, they are responsible for managing $700 million in client assets for high-net-worth individuals and families.
Source: yahoo.com