Jonathan interviewed by the Financial Times about investor behaivior

Behavioral Apathy Seen As Biggest Threat to Returns

By Murray Coleman May 30, 2017

Investment advice is becoming a highly commoditized marketplace. But recent industry research offers wealth managers a clear path to separating themselves from the pack — that is, focus on coaxing better behavior out.

“Behavioral coaching is almost a ...

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Successful Investing Generally Requires One Simple Principle: BEHAVE




The principles of Behavioral Finance are critical for each investor to understand and incorporate into their investment planning construct in order to maximize the probability of achieving their financial goals and to avoid taking actions that create permanent capital loss.

Two of the most successful investors ...

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Cupcakes & Cocktails – The NYBKW Charitable Foundation

Cupcakes & Cocktails – The NYBKW Charitable Foundation

“In December 2014, The NYBKW Charitable Foundation hosted an event that raised over $65,000 for Cohen Children’s Medical Center, for a system that makes an MRI machine less intimidating for children.  This system includes special glasses and headphones that block out the loud, scary sounds of the MRI machine and allows children to watch TV and movies, while benefiting from this life-saving diagnostic tool.

The event would not have been such a success without the ...

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SNL Financial: Crucial for investors to cut through ‘recency bias,’ says Fusion Family Wealth founder

By Matt Blumenfeld

A new relationship with Dynasty Financial Partners gave one UBS AG advisory team the opportunity to strike out on its own. Jonathan Blau, founder of Fusion Family Wealth LLC, spoke about his team’s decision to shift to an independent model and explained what resources Dynasty Financial brings to his firm’s clients. In an interview with SNL Financial, Blau also provided his perspective on behavioral finance and how he advises clients.

The following is an edited transcript ...

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RIABiz: Dynasty Financial leads a second $1 billion-range team — out of Wall Street in as many weeks

Fusion Family Wealth LLC presumed the economics of buying top research wasn’t there — but was shown otherwise
by Brooke Southall

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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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WSJ Online: New York-Based Financial Adviser Team Leaves UBS — Street Moves

By Corrie Driebusch

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 ...

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ThinkAdvisor – $900M Ex-UBS Group Moves to Dynasty

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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New York-­‐Based $900 Million Wealth Management Team Launches Fusion Family Wealth as an Independent Investment Firm

NEW YORK, NY, November 12, 2013 – Dynasty Financial Partners today announced its partnership with Fusion Family Wealth LLC, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ industry-­‐leading platform of integrated wealth management services and technology. With offices in both New York City and Long Island, NY, Fusion Family Wealth is an investment management firm founded by former UBS Senior Vice President Jonathan Blau. Joining Mr. Blau at Fusion Family Wealth are Managing Director Harvey Radler and ...

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ON THE MOVE – UBS adviser team leaves to form independent firm

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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 ...

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Crain’s Investment News – $900 million UBS breakaway team forms new firm, joins Dynasty Jonathan Blau founds Fusion Family Wealth with four team members

Nov 12, 2013 @ 1:26 pm (Updated 2:08 pm) EST
 A team of five UBS AG advisers said Tuesday that they have left the wirehouse brokerage firm to form an independent investment advisory firm, Fusion Family Wealth, and have joined Dynasty Financial Partners’ platform of wealth management services and technology.
Led by firm founder Jonathan Blau, a former UBS senior vice president, Fusion’s team members started their new firm over the Veterans Day holiday after exiting UBS last week.
The $900 million ...
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