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The move comes amid UBS executives' acknowledgement that they're trying to strike a balance between keeping advisors happy and improving the profit margin for their U.S. wealth business.
February 17
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Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
February 13
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The positive association between the largest certification in the planning profession and key client outcomes is adding to a growing field of research on the value of advice.
February 12
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Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.
February 11
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Financial Planning announces its 2026 class of the top 40 most productive employee wealth management brokers under the age of 40.
February 10
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The industry often struggles to help prospective professionals find their place, a challenge experts say is a crucial competitive priority for the future.
February 9
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The tax-filing season for individuals just opened recently, but businesses already got a head start on various tax incentives in the One Big Beautiful Bill Act.
February 6
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The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6
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Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5
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Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5
