UBS

UBS receives praise for diversification outside the U.S., particularly in Asia.

The Swiss firm reports strong asset inflows for the year but still struggles with low profit margins in the U.S.

Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on in the coming year.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

Some think lending to businesses outside the banking system can reap outsize rewards for advisors who are willing to do their homework.

Higher earnings potential but short careers for top-class athletes continue to warrant special attention from planners.

New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

Even with an exodus from the acquired firm, the Zurich-based bank managed to pull in $22 billion in net new client money in the third quarter.