A father-and-son team managing $400 million at Wells Fargo in San Diego has joined UBS.
Edward Dawson has spent 37 years in the financial services industry, according to his BrokerCheck record, having started at Boettcher & Co. in 1983. He joined Wells Fargo in 2001. His son Kyle was with Wells Fargo for three years.
They were joined in the move by their three associates. The team operates as the Dawson Wealth Management Group.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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