Displaying 333 results
UBS snags Morgan Stanley advisor in California
The latest hire at UBS boasts a bicoastal book, with clients across both Southern California and New York City.
UBS recruits $1.6B team of eight from Merrill Lynch
The ultra-high-net-worth-focused team joins UBS in Northbrook, Illinois.
Former senior banker at JPMorgan among four recruits joining UBS
Firm adds advisors in Florida, Missouri, and Mississippi.
Merrill adviser overseeing $350M moves to UBS
Matt Burton will join the firm’s Indianapolis office.
UBS Wealth Management takes another $640M team from Wall Street firm
The Swiss-headquartered wealth manager has expanded its advisor head count in Ohio.
Rockefeller Capital Management continues expansion as more wealth advisors join the team
Firm has big plans for growth, acquisitions.
UBS adds pair of Merrill advisors managing $640 million
Brian Mariash, James Lowther and their team will operate as Mariash Lowther Wealth Management in Sarasota, Florida.
UBS adds two teams from Merrill Lynch
The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.
UBS ushers in $220 million Wells Fargo rep
Garth Allan, who joins the firm in Newport Beach, California, delivers personalized investment planning and comprehensive wealth management advice.
UBS retreats from plans to target US mass affluent clients
Chairman Colm Kelleher said the bank has been slow to identify cross-selling opportunities to wealth management clients.
UBS points to financial adviser hiring in reporting results
The bank added that it had a 'strong quarter' in financial adviser recruitment in the Americas but gave no details in its earnings information.
Merrill duo managing $350 million moves to UBS
Howard Woo, Luke Schell make the wirehouse switch in Irvine, California, and operate as Sequoia Partners.
Reimagining wealth through my mother’s eyes
Many Hispanics are choosing to start their own businesses, and financial advisers can help those business owners realize their goals.
UBS nabs Merrill advisers managing $1.3 billion
Three make the switch in New York City and two will be based in Paramus, New Jersey.
UBS wealth unit launches group focused on inclusive investing
The new team will offer investments that focus on promoting equality, expanding opportunities and improving outcomes for underrepresented or marginalized groups.
Morgan Stanley is wirehouse hiring winner in 2021
It was the only wirehouse to show a net increase in financial advisers last year, according to InvestmentNews data.
Betterment a potential target after Wealthfront deal
The New York-based robo-adviser, which landed its largest capital funding round to date in September, for a valuation of $1.3 billion, could now have a significant bull's-eye on its back for potential buyers.
How UBS plans to leverage Wealthfront’s robo-adviser
Wealthfront’s technology will become the foundation of a new digital offering for the wirehouse, but a major issue will be determining how to successfully integrate it into its existing product lineup.
UBS buys Wealthfront for $1.4 billion in major push into US market
The largest Swiss bank said the acquisition will accelerate its growth in America, broadening the firm’s reach to more mass-affluent investors.
Morgan Stanley rep managing $130 million moves to UBS
Brett Moore will work in the firm’s Beverly Hills, California, office.
