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 Adds 8 Advisors With $994 Million; Raymond James Hires 3 With $281 Million
UBS said late Monday that it had hired eight financial advisors recently with $994 million in assets, including three from Bank of America-Merrill Lynch (BAC). Meanwhile, Raymond James said early that it added three financial advisors with a total of $281 million in assets.
UBS Picks Up 11 Advisors With $1.2 Billion in Assets
Ten of UBS' new financial advisors come from Morgan Stanley and Wells Fargo.
Wirehouse Q2 Earnings Analysis: UBS Outpacing Rivals
The Americas operations of UBS are ahead of all the wirehouses in new assets and net new money per advisor.
UBS Grabs 4 Merrill Advisors in California, Florida
The FAs have total yearly production of $2.1 million and assets of $800 million
UBS Hosts Client Forum With Clinton, Bush on Economy
The wealth-management group also says its advisors and clients will be supporting small businesses in New York, as part of a pilot project.
UBS Veteran Hoekstra to Lead ETF Advisory Firm
The former head of UBS Wealth Management Americas will be CEO of the ETF advisory firm
2010 Q4 Earnings: UBS Americas Posts Loss Despite Continuing Net Inflows
Though the Robert McCann-led unit had its fourth quarter of inflows, it failed to make a profit due to legal issues.
Wirehouse Firms Report Third Quarter '09 Results
Over the past 12 months, the broker-dealer field has been in a tremendous state of transition. Now after a string of significant mergers and...
Editor's Choice for the Week of November 16, 2009: Retail Sales, Trade, Jobs
What's happening this week.