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The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago.

Credit Suisse Group AG sued its former vice president of emerging markets, Agostina Pechi, over claims she stole the bank’s trade secrets in a bid to win clients for her new employer, Goldman Sachs Group Inc.

UBS plans to move out of almost three-quarters of the space it rents at Manhattan’s 299 Park Ave. as it seeks to reduce real estate costs, but the company intends to keep some wealth-management operations in place while moving its investment-banking department to another location.

UBS AG is always looking at all shareholder suggestions, Chief Executive Officer Sergio Ermotti said, after investor Knight Vinke Asset Management LLC called for a spinoff of the lender’s investment bank.

Before you begin reaching out to a potential client, know the rules of their home country.

UBS promotes regional director John Mathews to help capture growth in the ultrahigh-net-worth market.

The financial services industry needs a major makeover, Sallie Krawcheck said at an industry conference Friday.

While ETFs open the door to the entire foreign stock universe, they can also substantially alter sector weightings.

While many Americans are comfortable investing in foreign multinational companies whose brands are household names in the U.S., the prospect of owning smaller overseas equities can be intimidating.

Women and men are equally likely to save for retirement and almost as likely to calculate how much they’ll need.