UBS Rolls Out New Succession Plan
UBS Rolls Out 5-Year Succession Program
The plan gives retiring reps the chance to earn 230% of yearly fees and commissions and, partnering reps can get a 5% bonus.
UBS: Clients Need More Than Investment Advice
Clients, particularly millennials, want objective advice on a wide range of issues from someone they trust, says Jason Chandler of UBS Wealth Management.
UBS Streamlines McCann’s Leadership Team
UBS Americas trimmed a layer of management under CEO Robert McCann and increased the duties of some of wealth-management leaders, according to a memo released by McCann on Friday.
UBS Makes More Exec Shifts: Appoints New Private Wealth COO
These changes come after former Merrill Lynch executive Robert McCann became head of Wealth Management Americas in October 2009.