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UBS is growing its advisor headcount in the U.S., but it lost four advisors today and five last week to rival firms. The Wells team is a breakaway half from a powerhouse UHNW group that split in the move.
November 4 -
The wirehouse is adding pay bumps for advisors with positive net new assets to encourage business growth in a time of shrinking client assets.
November 1 -
As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.
November 1 -
The Swiss bank grew its U.S. advisors by 2% in the third quarter,
October 25 -
We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.
October 25 -
The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.
October 17 -
As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.
October 10 -
The product can bolster talent retention, appeal to customers seeking help in the current volatile markets and position Merrill to stay top-of-mind as UX-savvy younger clients begin inheriting wealth.
October 4 -
Wirehouses lost the most talent as independents and regionals gained in the first half of the year.
September 26 -
The bank's 'Project Genome' aims to convert corporate retirement and E-Trade clients to its wealth business.
September 22