Workflow
Non - solicitation agreements
icon
搜索文档
UBS Claims Former $1.1B Team Broke Contracts After Moving to RBC
Yahoo Finance· 2025-10-13 23:18
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. UBS is suing a $1.1 billion advisory team that left the wirehouse for RBC last month, claiming they’re breaking non-solicitation vows. UBS filed a request for a temporary restraining order on Friday in Michigan federal court against advisors Jonathan Modiano, Adam Jones and Mark Steinberg, who lead the BLS Financial Group in Bloomfield Hills, Mich. When the team joined RBC, the firm claimed&n ...