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February 7, 2019

Merrill Lynch and UBS Decry Deficits in Specialist Data
The wirehouses are making moves to offer more ESG and SRI options but find data lacking.
Rockefeller Taps Goldman Sachs Talent Pool for Top Family Office Job
The exec stepped down from his role as president and CEO of Goldman’s Ayco business a year ago.
UBS’s U.S. Wealth Unit Makes List of Innovation Leaders
Firm’s new client digital experience is marked as one of 74 organizations, products or individuals driving innovation in their respective industries.
Lion Street Nabs $1.3 Billion RIA from FSC Securities
Csenge Advisory Group has been affiliated with FSC for two decades.
Ladenburg Subsidiary Recruits $180 Million Practice from Ameritas
Securities Service Network has recruited Retirement Planning Group in New York.
Congressmen Reintroduce House Bill to Stimulate Retirement Savings
The bill would make it easier for companies to set up multiple employer plans.

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