Financial Crisis ‘Cast Long Shadow on Investors’: UBS
A survey of wealthy and affluent investors finds nearly 90% have maintained or increased their cash holdings since 2008.
UBS Improves Earnings, but Wealth Groups Falter
Advisors in the Americas have average assets of $145 million and average production of $1.06 million.
How to Build a Family Office Environment
UBS's Ira Walker explains how he's remaking his service model.
UBS Boosts Bonuses for Top Teams in 2016
Teams with a combined yearly production of $2.5 million and higher and average production per rep of $750,000 and higher will get higher payouts.
Recruiting Roundup: UBS Picks Up 5 More Credit Suisse Advisors
Meanwhile, Ameriprise recruits an indie team from Cetera Financial in Denver to its employee channel.
Recruiting Roundup: Wells Fargo Nabs $1B UBS Group
Raymond James adds Wells & Oppenheimer reps to employee channel, LPL advisor to its indie group.
Why the Broker Recruiting Protocol Is Here to Stay
Firms that stick with the protocol serve the best interests of their clients — and their advisors.
Recruiting Roundup: Ameriprise Picks Up 5 Reps
Meanwhile, Raymond James brings on a new employee advisor from Wells Fargo.
13 Best & Worst Broker-Dealers: Q3 Earnings, 2015
Some firms had a “hiccup” in the period, while others squeezed out decent profit improvements.
Recruiting Roundup: Where Are the Credit Suisse Reps Going?
Many of these advisors decline to hook up with Wells Fargo and opt instead to join rival wirehouses.