Lee Conrad

Barclays has been expanding its U.S. wealth management operations slowly and selectively, but Tuesday added executives from UBS, JPMorgan Chase and other firms.

There’s good news, there’s bad news and there are answers on how to perform the retirement calculation

A tiny hedge fund scans thousands of articles to gauge investor sentiment—when there is an optimistic shift in tone, it buys and waits for others to pile on.

Baird added six wealth management pros, including four advisors, to one of its Colorado office, who bring a combined $450 million in client assets.

The Swiss company plans to expand its wealth management business in South America.

Barclays Wealth appointed David Lewis to the newly created position of managing director and head of banking, Americas.

This week will shed some light on what policymakers can do about long-simmering foreign exchange issues; and if you want a long-term investment theme, think coal.

The high-yield market has been going great guns this year, but there’s a new caveat for those kicking the tires: a slower-than-expected recovery.

UBS Wealth Management Americas recruits David Hatz and Thomas Zur to its Aventura, Fla., office.

U.K. firm is looking to increase U.S. presence, but it’s still not aiming for sheer size.

UBS Wealth Management Americas continued on a hiring spree, adding million-dollar producers in New York and Houston.

Todd Locicero was named office manager of UBS Wealth Management Americas' Los Angeles Private Wealth Management office.

The few days after Labor Day offered some note of optimism (it could have been worse) but still not much reason to expect anything more than a long, slow recovery.

More federal money in the system will create some winners (not to mention jobs).

More federal money in the system will create some winners (not to mention jobs).

JPMorgan Securities picked up a $3-million team of veteran advisors from Morgan Stanley Smith Barney.

Martin McLaughlin Sr. and Martin McLaughlin Jr. joined the Westport office of UBS Wealth Management Americas.

So will we have inflation or deflation in the next 12 months? I can say with some authority: Yeah, probably.

Despite some proclamations from the pundits, Wall Street research strikes a more realistic, if not downright pessimistic, attitude here in the last week of the summer. The recovery has lost momentum, and printing money may not be the answer.

For all the press about India emerging as a global juggernaut, you might think there are a lot of funds dedicated to the country. But you’d be wrong.