UBS Promotes Its Own to Replace Exec
The head of UBS' Client Advisory Group Bob Mulholland is set to retire, and will be replaced by fellow executive Brian Hull according to an internal UBS memo.
More in Career Moves
Two other groups that managed more than $300 million also move to the wirehouse. more »
New hires join the firm's employee and independent channels. more »
The trio collectively supervised about 200 advisors who oversaw more than $17 billion in client assets for UBS and Wells Fargo. more »
Morgan CFO Ruth Porat was eligible for $14.1 million in unvested restricted stock and $13.8 million in total deferred compensation as of the end of 2014. more »
Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance. more »
Two wirehouse advisors who oversaw $140 million in assets joined the super regional's employee advisory ranks. more »
Steven Franke was the top program manager in our inaugural list in 2008. Moving to Allegacy Credit Union last year, he’s instilling winning strategies again with his new team. more »
The recruit oversaw $160 million in client assets while at Merrill, according to a UBS spokesman. more »
The group was responsible for about $425 million in client assets. more »
Recruits from Edward Jones, Morgan Stanley and Barclays leave for the wirehouse. more »
The wirehouse picked up the Blaustein Clancy Financial Group in New York. more »
One of the advisors managed about $200 million in client assets while working for the wirehouse. The other joins a $500 million team at Janney, the firm said. more »
Three advisors left the wirehouse to join the independent brokerage network at Wells Fargo. more »
11 Creative Ways Advisors Have Changed Their Fees
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