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Tagged with "wealth management"

Geopolitical Tensions Prompt Wealth Advisors to Rethink Dubai Strategies

Posted on April 24th, 2026 at 12:13 PM
Geopolitical Tensions Prompt Wealth Advisors to Rethink Dubai Strategies

Recent geopolitical developments have forced wealth advisors to reassess client exposure to Dubai, a jurisdiction that has attracted significant ultra-high-net-worth capital over the past decade.

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Advisor Recruiting Surges in 2025 as Industry Movement Reaches New Highs

Posted on April 23rd, 2026 at 12:59 PM
Advisor Recruiting Surges in 2025 as Industry Movement Reaches New Highs

Advisor movement across the wealth management industry accelerated sharply in 2025, with 11,172 experienced financial advisors changing firms, according to reporting by Wealth Management citing the latest Advisor Transition Report from Diamond Consultants.

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Court Issues Split Ruling in Edelman Advisor Dispute

Posted on April 15th, 2026 at 4:55 PM
Court Issues Split Ruling in Edelman Advisor Dispute

A federal court in Delaware has delivered a mixed decision in a dispute between Edelman Financial Engines and Prime Capital Financial, underscoring the legal limits of restrictive covenants in the advisory space.

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Judge Splits Late UBS Manager’s Assets Between His Mother and Domestic Partner

Posted on April 4th, 2022 at 1:39 PM
Judge Splits Late UBS Manager’s Assets Between His Mother and Domestic Partner

A U.S. District Court Judge has ordered the mother and domestic partner of a former UBS Wealth Management complex manager, who died in January 2019 at age 48, to split nearly $649,000 in assets.

 
 

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TESTIMONIALS

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Thank You from the bottom of our hearts for all you have done for us. When we realized this was a very bad investment - we did not know where to turn for help. Then we received your name. When we called you - you were so kind to us and then agreed to help us. For this we are so very grateful. The world would be a much nicer place if there were more people like the two of you in it. We will always remember all the help and kindness you have shown us. Thank you so very very much for everything.

Wayne and Judy S.

LATEST NEWS AND ARTICLES

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Former Morgan Stanley Advisor Faces Trial Over Alleged Scheme Targeting NBA Players

A former Morgan Stanley financial advisor is charged with defrauding professional basketball players through complex investment transactions involving viatical settlements, according to reporting by InvestmentNews.

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Blackstone's Private Credit Fund (BCRED) Meets Record Redemption Demand

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1777047237 Law
April 24, 2026
Geopolitical Tensions Prompt Wealth Advisors to Rethink Dubai Strategies

Recent geopolitical developments have forced wealth advisors to reassess client exposure to Dubai, a jurisdiction that has attracted significant ultra-high-net-worth capital over the past decade.