September 7, 2021
By Andrew Welsch
A top-ranked UBS financial Advisor and his team, which oversaw $850 million in client assets, have left the wirehouse to open an independent firm, prompted to do so because of increasing client demand for fiduciary-level advice, the advisor says.
“We’ve always put clients first. But now as a fiduciary, we answer to a higher duty of care,” advisor Barry Mitchell tells Barron’s.
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This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here
