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UBS' Americas unit benefited from a swift uptick in client transactions in April, but that activity has since subsided, CEO Sergio Ermotti told analysts.
2h ago -
Edward Jones meanwhile reshuffles its leadership ranks amid its push to become a full-service financial planning firm, and Rockefeller picks up big teams from Merrill.
April 25 -
A review of broker pay data reveals surprising trends in how top firms reward their brokers.
April 25 -
In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.
April 24 -
See which firms are paying advisors with $1 million in annual revenue the most.
April 23 -
UBS and Janney Montgomery Scott both made changes to compensation for advisors producing at the $600,000 level.
April 22 -
UBS and RBC lowered their payout rates for advisors on the low end of the revenue production scale.
April 21 -
Market turmoil is likely to weigh on many advisors' take-home pay this year. Couple that with changes some firms have made to their compensation grids, and some advisors are in for a double whammy.
April 21 -
In a big week for industry recruiting, Stifel lands practices managing $2.9 billion at Merrill, Merrill recruits a $1.9 billion team from Raymond James and Rockefeller pulls part of a $2.3 billion team from UBS.
April 17 -
Modern Wealth also takes on $1B in AUM through two acquisitions, and LPL hires a chief data, AI officer from JPMorgan.
April 11