New York, February 22 – PLANADVISER recently released their 2019 "Top 100 Retirement Plan Advisors" ranking and recognized three Financial Advisors at ÃÛ¶¹ÊÓƵ.

To become eligible for this quantitative listing, Advisors must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation—these categories are defined by the number of advisers, plus support staff, in the practice.

To learn more about these esteemed Advisors, visit their websites below.

Name

City & State

Team Name

Category

Website

Ken Catanella

Philadelphia, PA

The Catanella Institutional Consulting Team

Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement

Paul D'Aiutolo

Rochester, NY

D'Aiutolo Investment Consulting Group

Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement

Bruce Lanser

Milwaukee, WI

ÃÛ¶¹ÊÓƵ Retirement Plan Consulting Milwaukee

Small Teams With $1.7 Billion or More in Retirement Plan Assets Under Advisement

METHODOLOGY:

The PLANADVISER Top 100 Retirement Plan Advisors award is based solely on self-reported quantitative data about an adviser’s practice, including number of retirement plan assets under advisement, number of plans under advisement, and percentage of business coming from defined benefit, 403(b) and nonqualified plans. Because this recognition is based solely on quantitative figures, there is no judging or subjective measurement. Neither ÃÛ¶¹ÊÓƵ Financial Services Inc. nor its employees pay a fee in exchange for this award.

Notes to Editors:

About ÃÛ¶¹ÊÓƵ Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes ÃÛ¶¹ÊÓƵ’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About ÃÛ¶¹ÊÓƵ

ÃÛ¶¹ÊÓƵ provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. ÃÛ¶¹ÊÓƵ's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

ÃÛ¶¹ÊÓƵ is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. ÃÛ¶¹ÊÓƵ Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For ÃÛ¶¹ÊÓƵ Wealth Management Americas 
Peter Stack
peter.stack@ubs.com
Tel: 212-882-5692
Mobile: 917-836-9073