New Hire Roundup: Principal Financial Names Houston President, COO
Meanwhile, iCapital Network has added a senior vice president and vice president of fund manager due diligence.
On Inheritance, UBS Urges Families to Break the Silence
Only 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
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.
Gen X, Y Hungry for Advice, but Advisors Don't Satisfy
Younger investors are more likely to feel their advisor isn't really working for them, less likely to recommend their advisor to someone and more likely to spread their assets among multiple advisors, according to a report from Market Strategies International, a global market research firm.
Financial Crisis ‘Scarred’ Young Investors: UBS Study
Millennials are not likely to turn to financial advisors, and see saving as much more important than investing.
How Reps Can Best Help Gay Clients
Recent surveys show LGBT investors want to work more with advisors around specific issues, but want to be treated like other clients, too.
65? 70? 80? What’s the Real Retirement Age These Days?
A spate of recent reports indicates that retirement age is just a number — a moving target, at that.
Forget $1 Million. To Feel Wealthy, You Need $5 Million in Assets
HNW and affluent investors tell UBS that it takes a minimum of $5 million in investable assets to feel wealthy these days.
Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends
Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.
UBS Offers Big Help for Small Business
The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.