Fusion Family Wealth LLC presumed the economics of buying top research wasn’t there — but was shown otherwise
by Brooke Southall
Brooke’s Note: Dynasty Financial was quiet, very quiet, for months on end. But now it has started to rack up wins, big, exotic ones, with a vengeance. More impressive is that in each case, the newly minted RIA principals named Dynasty as a key missing piece for emerging from the wirehouse womb. This Blau departure is the second ...
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A team of financial advisers from UBS AG (UBS, UBSN.VX), who managed $900 million in client assets, has launched an independent advisory firm.
The newly formed Fusion Family Wealth LLC has partnered with Dynasty Financial Partners, according to the wealth-management services and technology platform provider.
The team has offices in both New York City and Long Island, N.Y., and was founded by Jonathan Blau. His wealth-management practice is rooted in the behavioral finance aspect of investing and how emotion and ...
More →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 ...
More →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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