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 ...
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