UBS Reps to See Bigger Wealth Bonuses
The 7,000 reps are set to receive more fees and commissions tied to insurance, lending and planning work.
LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
Morgan Stanley Courts Athletes, Singers With New Wealth Unit
The wirehouse targets top entertainers with about 70 financial advisors.
Morgan Stanley Payouts in ’15: Will a Boost in Deferred Comp Hurt Reps?
Industry experts are divided on the impact of this pay shift on advisor retention and recruiting.
Ameriprise Beats Q3 Estimates, Posts Strong Wealth Results
The average yearly production level for its advisors is $483,000, up 13% from last year.
An Easy Way to Amass a Valuable Art Collection
In some art categories, building an investment-grade collection is impossible for all but the wealthiest. Here's a medium where prices are reasonable and profits achievable.
Boutique Firm Snowden Lane Adds $400M UBS Team
Snowden Lane is closing in on $1.4 billion in assets nationwide with its latest recruits.
Wirehouse Fees & Commissions: Who’s on Top?
One big firm surpasses its rivals by a very comfortable margin when it comes to both advisor productivity and average AUM.
UBS Profits Rise 7% on Strong Wealth Results: Q1 Earnings
UBS advisors in the Americas have average yearly fees and commissions of $1.04 million.
4 Ways to Protect Clients From Tax Refund ID Theft
The IRS has a backlog of nearly 650,000 unsolved identity theft cases, so for wealthy families and their advisors, preventive measures are especially important.