UBS Wealth Management has welcomed James Kosan from Morgan Stanley to its Riverside, California office, focusing on affluent families. Osaic appointed Kristy Britt as CFO, succeeding Jon Frojen, while Raymond James added four advisors from RBC Capital Markets, managing $1.1 billion in assets. Additionally, Tom Wolf joined Cetera Advisors, launching Apex Wealth Management with $136 million in assets.
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