The UBS x Luminary Fellowship Program will be given to 55 candidates, and is aimed at assisting businesses that are owned and operated by women of color to help them withstand the pandemic's impact.
Reynaldo Figueredo made the move to the division of Raymond James based on its client-centric culture and boutique feeling, and is the sixth advisor to join the division's Miami office this year.
Echo Wealth Management founder Echo Huang details her journey starting from scratch in the financial services industry to running her own firm with $120 million in AUM.
Jeff Dekko's Wealth Enhancement Group said Thursday that it has acquired its second New York RIA in a month, 10-15 Associates, with $933 Million in AUM.