UBS Weighs Elevating Khan to Sole Wealth Management Head
By Marion Halftermeyer and Ambereen ChoudhuryTom Naratil may keep his role as head of UBS's wealth business in the Americas, people with knowledge of the deliberations said.
July 11, 2022
Life Application Activity Loses COVID-Era LusterActivity levels for consumers ages 71 and older remain strong.
July 11, 2022
Advisors Expect Second-Half Market Upturn Despite Falling Economic Confidence: SurveyA third of advisors in an InspereX survey said they were surprised with clients' patience through market volatility.
July 11, 2022
BlackRock Warns Against Dip Buying as High-Volatility Era DawnsInvestors should bet on credit instead, because valuations have improved and default risk is contained, the strategists said.
July 08, 2022
Jacquline Morales to Oversee Security Benefit Operations: Executive ChangesIntegrity Marketing has added a health unit president. Lincoln Financial filled two human resources positions.
July 08, 2022
LPL Financial to Buy 108-Year-Old FirmLPL signed a deal to buy the Private Client Group business of Boenning & Scattergood in Pennsylvania.
July 08, 2022
Social Security Woes Could Cost a Millennial More Than $500,000: HealthView ServicesMillennials who haven't factored Social Security problems into retirement planning may need to cut post-retirement spending.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.