UBS

The leaders of the group specializing in serving high net worth families were seeking to run their business entirely on a fiduciary basis.

The team, led by three experienced industry players, will work out of the Philadelphia office the Swiss banking giant opened in August.

Naratil sees the new CEO as the right person to deliver on integration with Credit Suisse.

It's the latest instance of a wealth management group leaving the Swiss banking giant.

Experts from UBS and TBH Advisors share what to watch this year, as college sports seasons get underway.

UBS Group CEO Sergio Ermotti said the bank will give investors an outline of its growth strategy early next year and signaled the direction of plans to grow in the U.S., as the lender moves forward with its merger with Credit Suisse.

The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.

The action in federal court alleges the exiting advisors received an incentive package worth as much as $70 million for joining RBC.

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.

Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.

The moves reflect a wild week of First Republic advisors rushing to firms including JPMC, Morgan Stanley and UBS following their employer's calamitous earnings call Monday.