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5 UBS investment teams lauded for retirement planning

by Harmony Valdoz | Feb 19, 2018

Planadviser evaluates nominees based on self-reported quantitative data on their practice.
Planadviser evaluates nominees based on self-reported quantitative data on their practice. | File photo

Five UBS teams have been named to Planadviser’s 2018 list of the “Top 100 Retirement Plan Advisers.”

The awardees were selected based on retirement plan assets and number of plans across four size categories, including individual, small, large and mega.

Planadviser evaluates nominees based on self-reported quantitative data on their practice.

"These five teams have done a great job in delivering for their clients and helping them create robust offerings for their employees,” Brian Hull, head of the UBS Wealth Management USA division, said.

The five adviser teams are the KMBA Investment Consulting Group, Catanella Institutional Consulting Team, D'Aiutolo Investment Consulting Team, Princeton Retirement Consulting, and Willhite Institutional Consulting Group.




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