According to the federal complaint calling for a class action, the firm’s policies “maximize profits for UBS while at the same time disregarding its clients’ best interests.”

  By NB  Jan 23, 2025

The lawsuit, which seeks a class action, was filed in New York federal court last week. It follows similar suits brought against UBS, Ameriprise and LPL Financial.

  By NB  Jan 23, 2025

Check in with Blue Owl leaders on key themes impacting Credit, Real Estate, and GP Strategic Capital.

  By NB  Jan 23, 2025

The Bedminster-based firm with about 240 advisors was introduced to LPL during the acquisition of Atria Wealth Solutions earlier this year.

  By NB  Jan 23, 2025