Continue in
4
seconds
For the independent advisor
For the independent advisor
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
UBS
How Amazon's Alexa will upend wealth management
The technology underpinning Alexa can automate meetings, update clients and even deliver advice.
Magazine
The digital storefront for products and clients
Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.
Advisors on the move: 37 of the biggest recent jumps
Raymond James grabbed five multi-million teams in a month. Other firms to see big transitions include Wells Fargo and Ameriprise.
In UBS-RIA spat, a warning for advisors switching firms
A judge issued a ruling after intensely scrutinizing advisors' emails and text messages to clients.
Why wealthy retirees aren’t shy about stocks
More than 80% of the richest clients want big asset growth later in life, according to a new UBS survey.
UBS Asset Management joins China expansion race
Fidelity already has a private fund in China, and BlackRock plans to launch one as well.
Funds with highest dividends YTD
For clients looking for investment income, these funds excelled in the first half of 2017.
Judge tosses restraining order against UBS breakaways
The Swiss wirehouse hit the founding partners of an $8 billion firm with a lawsuit.
UBS secures fund license in mainland China: News Scan
Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.
UBS invests in iCapital tech platform: Fund Scan
The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.
See more UBS
