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Meanwhile, the wirheouse’s advisor headcount ticks down and recruitment loans drop, again.
October 21
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The wirehouse plucked the trio from Wells Fargo
October 8
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The switch comes as the wirehouse revamps its technology platform with help from Broadridge Financial.
October 1
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The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.
September 4
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A lawsuit will turn on whether UBS can demonstrate that Alexandra Van Meurs violated contract agreements when she and her team jumped to Morgan Stanley.
July 20
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Funds that follow a similar approach lost 5.1% over the period, according to Hedge Fund Research.
July 10 -
Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29
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After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.
June 24
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The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.
June 23
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The firm employs just short of 70,000 people in 50 countries and had 80% of its worldwide staff at home during the height of the pandemic
June 23
