James Jack is the Executive Director and Head of the Business Owners Client Segment at UBS.

James Jack

Executive Director and Head of the Business Owners Client Segment

James Jack is the Executive Director and Head of the Business Owners Client Segment at UBS.

Practice and client management

Recession exit strategies for middle-market businesses

Tough economic times call for tailored succession plans — and they likely don't include the IPO your client's heart is set on.

By James Jack

September 22

TRENDING

Practice and client management

The AI gap: Clients and advisors feel very differently about artificial intelligence

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.

By Nathan Place

9h ago
Technology

Orion tech president on the promises and pitfalls of AI

A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.

By Rachel Witkowski

9h ago
2024 Best Advisor Pay

What to expect in advisor pay in 2024

Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.

By Dan Shaw

April 29