UBS is tapping Solita Marcelli as the next head of global investment management for its global wealth management unit.

But Wright acknowledged this decade-long saga could have been avoided had her mother put in place an estate plan that laid out who would receive her assets after her death from cancer. “If [my mother] ...

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Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management industry help make life these transitions easier for the adviser and the client?