UBS

Join us for a talk with Jennifer Povlitz, Division Director of U.S. Wealth Management at UBS, for a conversation on the state of talent recruiting in the industry and what firms are doing to win advisors.

The ESOP Group joined the regional firm's Atlanta branch.

James Tuminello argues in court documents that he only reached out to clients he formed with relationships before joining the large wirehouse.

Despite the slight decline last year, researchers expect global growth of 38% by 2027.

For the second time this year, the Canadian firm has poached a billion-dollar team from a much larger company.

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.

Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.

The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.

The team, led by financial advisor Ting O'Connor, left because they were unhappy with Merrill's culture and wanted better working conditions for their support staff, a recruiter said.

Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients.