Q1 2026 investor pulse shows steady optimism, rising portfolio inertia and sector shifts.
UBS has been working on the plan for months, but one industry executive admits he is 'still dubious about crypto and its true value.'
Board boosts JPMorgan chief’s compensation, testing investor tolerance for blockbuster pay as growth slows and political scrutiny of Wall Street intensifies.
The lawsuit, which also names CEO Jamie Dimon, claims the bank abruptly and unjustly closed long-standing Trump accounts after Jan. 6.
Seven-person advisory group brings more than a century of combined experience and a holistic planning focus.
Also, a veteran from Edelman has decamped to Baird, while UBS scoops an experienced Morgan Stanley advisor in the Pacific Northwest.
Meanwhile, large banks reduced the number of employees in 2025.
Also, Wells Fargo's recruitment rolls on with a billion-dollar-plus group from Commonwealth while LPL adds an Ameriprise team in Houston.
Roughly one-third, 32%, of financial advisors invested in crypto for client accounts in 2025, up from 22% in 2024, according to a new survey.
Memo to 200,000 staff ties tougher performance expectations and job cuts to the banking's push into automation and artificial intelligence.
Nominate your team to highlight your expertise and client impact.
World hires former Osaic exec as new CFO to steer growth; JPMorgan recruits investment strategist from Bloomberg.
Meanwhile, Wells Fargo snags another rival wirehouse team in Atlanta, while another longtime LPL advisor joins other seceders to Cetera.
Also, LPL has scooped a second-generation high-net-worth practice from Osaic, while Ameriprise welcomes a father-son team from Edward Jones to its financial institutions group.
AI tools are highly complex and may be flawed, hallucinate and reflect biases, according to Merrill.
Also, a Rhode Island-based UBS team hops to another wirehouse, and another LPL veteran has defected to Cetera in Connecticut.
The move adds an 11-person ensemble to Wells Fargo’s independent network in Long Island as it continues to court elite advisory teams.
McKinsey estimates a shortage of about 100,000 advisors by 2034, so what are firms doing about it?
The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.
The latest advisors jumping to the wirehouse's traditional brokerage and FiNet channels include defectors from Edward Jones, Ameriprise, and UBS.
