The New York-based team going independent includes four former-wirehouse advisors

Dynasty Financial Partners said Tuesday that a team of advisors previously working for UBS (UBS) is now using its wealth-management and IT platform, after recently setting up shop as Fusion Family Wealth, an independent investment advisory firm with offices in New York and Long Island, N.Y.

“Fusion Family Wealth offers its clients an innovative business model,” said Dynasty President & CEO Shirl Penney, in a statement. “Over the years, [its leader Jonathan ...

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Nov 12 (Reuters) – A team of financial advisers from UBS AG has left to form an independent investment firm in partnership with Dynasty Financial Partners, Dynasty said on Tuesday.

Jonathan Blau, a former senior vice president at UBS, founded Fusion Family Wealth LLC with Harvey Radler, James Cloudman and advisers Jeffrey Blick and Joel Bodner, all formerly of UBS.

The team, which managed $900 million in client assets at UBS, founded the new firm on Nov. 8, Blau said ...