How Coronavirus is Scrambling Retirement Plans
A doctor expected to work for two or three more years before moving closer to the kids and grandkids. A couple in their fifties and sixties looked forward to settling seaside in Costa Rica. A mortgage broker planned to retire later this year.
5 Tips for Helping Business Owners Sell During a Pandemic
In our practice, we work with many business owners, many of whom have used these last few coronavirus-dominated months to reevaluate their businesses, their work and their lives.
Disillusioned UBS Vet Bolts Wirehouse, Declares Independence on 65th Birthday
After all, the longtime ex-UBS advisor who began his wirehouse career at E.F. Hutton in 1979 has been counseling clients on how to “navigate the known and the unknown” when they sell their businesses or retire from executive, medical or legal careers for 40 years.
Dynasty Helps Another UBS FA Practice Go Independent
Dynasty Financial Partners says it helped another UBS wealth management practice go independent. Ahmie Baum, a four-decade veteran of the financial services industry, has launched Pittsburgh-based Interchange Capital Partners, according to a press release from Dynasty.
$400m ex-UBS team launches Dynasty-backed RIA
Helmed by chief executive Ahmie Baum, the five-advisor team at Interchange managed roughly $400m while affiliated with the wirehouse.
Pittsburgh-Based Advisor Launches $400M Indy With Dynasty
Wealth advisor Ahmie E. Baum has partnered with Dynasty Financial Partners to launch new independent RIA Interchange Capital Partners in Pittsburgh, the companies announced earlier this week.
UBS team managing $400 million creates RIA
A team managing $400 million and led by Ahmie Baum at UBS in Pittsburgh, Pa., has formed Interchange Capital Partners, a registered investment advisory.
$3.5 Million UBS Broker Goes Indy, RBC Nabs Wells Vet with $250-Mln Book
In Pittsburgh, five UBS advisors led by Ahmiel “Ahmie” Baum left on June 12 to start a registered investment advisory firm called Interchange Capital Partners.
With Deep Exit Planning and Transitions Expertise, Financial Advisor Ahmie E. Baum Launches RIA Interchange Capital Partners With Dynasty Financial Partners
Leading wealth advisor Ahmie Baum today announced that he and his team have partnered with Dynasty Financial Partners to form an independent wealth management firm called Interchange Capital Partners. Mr. Baum and his team previously managed over $400 million in client assets.