UBS' McCann: It's all about the financial adviser

UBS will rebuild its reputation and revenue by marketing the advisory strength of its brokers and minting better products for wealthy investors, according to its new CEO
AUG 02, 2010

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Trump sued over Truth Social's paid early-access data feed
Trump sued over Truth Social's paid early-access data feed

A press-freedom lawsuit filed in Manhattan challenges the president's $100,000-a-month Truth API service used by trading firms.

Zero-fee IRAs quietly cost savers up to $1,400 a year, PensionBee study finds
Zero-fee IRAs quietly cost savers up to $1,400 a year, PensionBee study finds

Research reveals six hidden costs inside "zero-fee" IRAs, with one investment mistake potentially amounting to $170,000 over a 30-year period.

Advisor moves: Cetera scoops up $420M Commonwealth duo in North Carolina
Advisor moves: Cetera scoops up $420M Commonwealth duo in North Carolina

Meanwhile, Ameriprise has added a Florida-based veteran formerly with Oppenheimer just as it loses a similarly seasoned professional to Prudential Advisors in New Jersey.

Goldman's ETF land grab accelerates with deal for $30B NEOS
Goldman's ETF land grab accelerates with deal for $30B NEOS

Goldman's asset management arm is deepening its options-ETF bet, adding NEOS's $30 billion income lineup a year after buying Innovator's buffer ETFs.

Two former Commonwealth advisor teams join Independent Financial Partners
Two former Commonwealth advisor teams join Independent Financial Partners

IFP adds roughly $400M in combined assets as advisors from South Dakota and Maryland seek flexible, long-term partnerships following LPL's Commonwealth acquisition.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income