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Wealthy investors changing definition of age and retirement: Study
Affluent investors embrace a broader definition of youth, changing their retirement needs
Two teams join Wells from rivals
Managed total of nearly $500 million.
An adviser’s adviser invigorates UBS
Robert Mulholland has breathed new life into the adviser ranks of UBS since the wirehouse's low point in 2009. It hasn't been easy. | How does UBS rate with customers?
Wirehouses rethink age-old models
Changes come as Treasuries and other investment-grade fixed-income instruments are yielding near-record lows
For some firms, brokerage-hiring protocol no longer holds value
Although the brokerage industry's recruitment protocol continues to gain new members, some advisory firms are pulling out because they're not recruiting from the wirehouses.
Downhill run for weaker wirehouses
The decline in wirehouses’ market share of assets in the advisory industry has been dramatic since the financial…
Lost his marbles? Police say UBS adviser shot out 70 windows with slingshot and aggies
But according to police in Beverly Hills, one adviser may not fully grasp this concept. They claim the UBS broker has shot out 70 office windows in the area using a slingshot filled with marbles.
Team of three generations of advisers leaves MSSB for UBS
William Bruen Sr., William Bruen Jr., and Andrew Bruen, a three-generation team of financial advisers managing over $500 million in assets, left Morgan Stanley Smith Barney LLC for UBS Wealth Management last week
Latest UBS move seen as sign Americas unit won’t be sold
UBS AG will merge the investment and research functions of its global and U.S. wealth management operations.
McCann the top-paid exec at UBS
UBS Wealth Management records another solid quarter under ex-Merrill big — but compensation's a hot topic right now for the bank's shareholders
UBS Wealth Management inflows top estimates, shares climb
UBS Wealth Management attracted more funds from wealthy clients in the first quarter than analysts estimated
Latest UBS move seen as sign wealth management isn’t for sale
Bank wouldn't undertake centralization of investment, research functions if Americas unit were on the block, consultant surmises
Rejiggering at UBS wealth management ‘a big deal for retail’
Bob Mulholland, who was head of the wealth-management adviser group, was named head of wealth management and investment solutions
Reunion continues as UBS snags Merrill advisers with $2.5B in AUM
Teams rejoin former colleagues McCann, Mulholland; UBS bosses 'seen as regular guys'
Old home week as ex-Merrill execs join McCann on UBS super committee
Six-member team charged with retaking market share in the U.S.
Suddenly, UBS and McCann have ‘mo
Turnaround at UBS Wealth Management Americas in progress; 'seemed lost a few years ago'
UBS leaking oil, but wealth management staging ‘impressive turnaround’: McCann
Between a horrible investment-banking environment and an embarrassing $2.3 billion loss incurred by a London-based trader, UBS AG…
Wealth management a bright spot for UBS in 2011
The Wealth Management Americas division of UBS AG had a tough fourth quarter. The Swiss bank reported…
UBS sues two ex-advisers claiming they took customer data to Wells Fargo
Named as defendants in the lawsuit filed Wednesday by UBS Financial Services Inc. are David Kinnear and Kathleen Bakas.
UBS adviser arm to pay $300K for alleged misstated fund values
Firm didn't take into account $22M actually paid for the securities, commission contends
