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Aiming to build a unified experience for its members nationwide, the move follows fiduciary fallout and dissolution of its New York chapter.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

Andy Ruggles is the national practice leader in PwC’s national Tax Reporting & Strategy practice with a focus on leading clients and teams in the use of process and technology in the tax reporting, analysis and compliance process.

Carrie Duarte is a partner and Workforce of the Future & Human Resources M&A leader at PwC. With over 20 years of experience consulting to large complex global companies and private equity firms, Carrie leads PwC’s Workforce of the Future platform, helping organizations develop and implement strategies to optimize the impact of the technological, social, and demographic disrupting trends on their workforce strategy, workforce performance and experience, and workforce environment. In addition, she leads the PwC US HR Transaction Services practice which advises clients on workforce aspects of acquisitions, divestitures, business restructuring and capital events. She is an actuary and dedicated client service partner.

The case involves allegations of improper use of the 83-year-old investment bank’s trademark and name.

Know a great young advisor? Now’s your chance to nominate them for the annual On Wall Street rankings.

Anthony Hunt is a product specialist at Intuit ProConnect, helping professionals transform their practice in the cloud. He has been with Intuit for seven years, previously serving Intuit customers in various functions, including account management. Anthony is also the host of Intuit’s first-ever YouTube series, "#TaxProTalk," which discusses tax, tax practices and tax products.

The cases are among a series of such obstacles UBS has faced since the start of the financial crisis, including a $1.5 billion fine in 2012 for rigging the Libor benchmark.

Both already use the fintech company’s technology to market their products to advisors.