The researchers at Aite Group think 2017 is going to be an unusual year for wealth management.

While most industry trends develop over several years, Alois Pirker and his team think this coming year will be an inflection point, as many of the decisions made in 2016 will...

Plan sponsors are slated to increase “financial wellness” programs beyond retirement decisions in 2017, to include such things as financial literacy, budgeting, debt management and financial planning. Here are the key points retirement plan advisors should follow:


For many advisors, creating a practice of ultra high net worth (UHNW) clients is an aspirational goal - one that allows for significant growth of assets, the ability to solve complex issues, and a lower number of households required to sustain the business. But for man...

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Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach