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March 6, 2019

How UBS Plans to Get an Edge in the HNW Market
The wirehouse has done in-depth research into what women in this market need.
Former Advisor Faces 14 More Criminal Warrants
The Georgia man was arrested in February on charges of fleecing several clients out of more than $1.3 million.
Woodbury Onboards 86% of Questar AUM Following Purchase of Assets from Allianz
More than 400 Questar financial advisors have joined Advisor Group’s Woodbury Financial Services, according to Woodbury.
Finra Ordered 54% Less in Restitution in 2018
But total fines inched up 5%.
Southeast Firm Makes Key RIA Acquisition
Atlanta-based Anthony Smith Advisors brings Patton’s AUM to more than $700 million.
Video
How to Apply Chaos Theory to Financial Advice
And what it can mean for retirement income planning.  Video [ 6:53 ]   Transcript  

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