NewEdge Wealth Opens First Minnesota Office with $1.2B UBS Team

Published on September 15, 2026

Shafer Block Wealth Management departs the wirehouse after 20 years to join the UHNW division of NewEdge Capital Group.

Continue reading on website
Other news

Why 73% of Savers Want an "Easy Button": Inside J.P. Morgan’s Latest DC Plan Survey

September 14, 2026
Advisors: Capitalize on the 73% of savers now seeking done-for-you wealth management.

Indexing Redefined, Part III: Implementation & The Total ETF Experience

September 15, 2026
In Part III, the focus will center on practical applications of this discipline. In particular, how advisors can integrate the methodology into modern asset allocation, and why it offers an evolutionary leap for passive investing that’s available through exchange-traded funds (ETFs).