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The firm’s latest hires come at the expense of Wells Fargo, Merrill Lynch and UBS.
April 3
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The hit to wealth management from a difficult trading environment was already visible in the fourth quarter.
March 21
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Cautious clients and muted markets are making CEO Sergio Ermotti’s job more difficult.
March 20
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Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.
March 6
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The bank elevated 60 financial advisors and 36 Americas staff.
March 6
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UBS advisor Michael Lorenzo is carefully eyeing “the impact that systematic strategies had on the markets, especially as 2018 is the new normal.”
March 4
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Investors with this trait are a lot easier to work with, says UBS advisor William Wilson.
February 28
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The group is comprised of 11 advisors and client service associates.
February 26
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Though the firm reduced recruiting efforts in 2016, it continues to selectively hire talent from rivals.
February 19
