The larger firm is known for its advanced technology, while its new subsidiary is known for its comprehensive service.

The first emergency sale of a major bank since the financial crisis is giving rivals the chance to grab key personnel or businesses at a discount.

Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.

SVB acquired Boston Private for $900 million in 2021 as part of its "vision is to be the premier financial partner for the innovation economy." 

Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.

Justin Heller was a member of the 2013 men's squad that won the ACC championship. A decade later, he joined the industry's movement toward independence.

Their search for new opportunities collides with a difficult job market, where major banks are cutting roles, from dealmaking to trading.

The VP of mergers and acquisitions for a leading RIA consultant explains how to identify the best value for owners, employees and clients.

UBS's website rolled out last fall, before the current banking crisis.

The buyer intends to slash the post-merger combined annual cost base by more than $8 billion by 2027 after acquiring the troubled Swiss lender.

The Federal Deposit Insurance Corp. says it has extended the deadline for bids on Silicon Valley Bank, will break the bank into two parts for sale and will allow nonbanks to bid on asset portfolios.

UBS Group is paying 3 billion francs ($3.3 billion) for its rival in an all-share deal that includes extensive government guarantees and liquidity provisions.

Firms across the industry are scrambling to assuage client fears, while others are taking advantage of the frenzy to attract talent. Meanwhile, some advisors are using the moment to reassess what they want professionally.

Charles Schwab Corp., one of the financial firms whose shares have been roiled by the current banking crisis, says it has added a net $16.5 billion in five days.

The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.

Employees of the collapsed bank are using LinkedIn, and old-school means, to find new jobs.

The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.

Headhunters are finding that many employees of the cratered bank's wealth management arms are waiting to see what happens to the parent firm before plotting their next moves.

The wirehouse is building on its earlier AI efforts to improve user experience among clients and advisors, and is looking to do even more with AI soon.

A behind-the-scenes business, cash management services for advisory firms and affluent clients are in the spotlight following the Silicon Valley Bank and Signature Bank implosions.