UBS Wealth to Make Biggest Tech Overhaul Since Paine Webber
By Sonali Basak and Lananh NguyenThe wirehouse is working with Broadridge to revamp back-office functions and streamline management of multiple accounts for ultra-wealthy clients.
October 24, 2018
Ameriprise Will Be a Careful LTCI Reinsurance ShopperJames Cracchiolo says that the price would have to be right, and ought to be modest.
October 24, 2018
RBC Nabs $1.4B Wells Fargo Team: Recruiting RoundupMeanwhile, Raymond James adds wirehouse reps with $198 million in assets, while LPL Financial picks up teams from rivals with over $1.3 billion.
October 24, 2018
Clients Less Fee-Sensitive Than Many Advisors Think: CerulliWhile conveying your value to clients and prospects is crucial, fees are rarely their primary concern, Cerulli finds.
October 24, 2018
Nationwide Aims for Slice of $54B HSA MarketThe company says it will use HealthEquity as the account administrator.
October 24, 2018
Kestra Financial Buying Reliance TrustThe firm, which works with about 2,300 advisors, says the deal expands its service offerings as demand for trust services is growing.
October 24, 2018
Pfizer, Bain Form Startup Focusing on Nervous System DisordersThe targets of the $350 million effort will include Alzheimer's disease and Parkinson's.
October 24, 2018
IRI Taps Prudential Exec as Next CEOWayne Chopus will replace longtime leader Cathy Weatherford.