Bob McCann

• Major Firms See Assets, Fees Rise in Q1 ‘12 But Post Mixed Results for FA Headcounts

  By Janet Levaux, AdvisorOne  |  May 24, 2012

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  As UBS’ Profits Fall, Wealth Unit’s New Assets Soar

  By Janet Levaux, AdvisorOne  |  May 2, 2012

  Wealth management in the Americas adds about 50 advisors and $4.6 billion in new asset flows during the first quarter.

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  Wirehouse Shuffle Brings 4 Merrill, Morgan Teams to UBS

  By Janet Levaux, AdvisorOne  |  April 13, 2012

  These recruited reps should move over with more than $1.6 billion in assets and $9.2 million in annual production.

• Wirehouses Post Mixed Results for Q4’11

  By Janet Levaux  |  February 24, 2012

  Bank of America said in mid-January that it had net income of $2 billion, or $0.15 per share, for the fourth quarter of 2011 vs. a net loss of $1.2 billion, or $0.16 per share in the same year-ago period, meeting analysts’ expectations.

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  Q4 Earnings: UBS Profit Falls as Advisor Headcount Rises

  By Janet Levaux, AdvisorOne  |  February 7, 2012

  Wealth Management Americas included 6,967 FAs at the end of the fourth quarter, up 171 from a year ago and 54 from the previous quarter.

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  UBS Nominates Board Members; Grabs Advisors From BofA, Morgan

  By Janet Levaux, AdvisorOne  |  February 6, 2012

  The recruited reps come from Bank of America and Morgan Stanley with about $3 billion in assets and $18 million in production.

• UBS’ Santucci on Training, Recruiting

  February 1, 2012

  Paul Santucci is COO of the UBS Wealth Management Advisor Group for the Americas, which includes about 6,900 FAs.

• McCann Is Top UBS Americas Exec

  By Janet Levaux  |  December 26, 2011

  UBS recently made Bob McCann head of UBS’ operations in the Americas and reassigned Philip Lofts to the post of chief risk officer for the Swiss-based firm. Maureen Miskovic, who had been chief risk officer for UBS since early 2010, left the firm.

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  UBS’ Santucci on Training, Recruiting: Weekend Interview

  By Janet Levaux, AdvisorOne  |  December 22, 2011

  Paul Santucci, the wealth-management COO for UBS, shares his views on how UBS continues to attract new reps as well as veterans from rival firms.

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  UBS Lifts $800M Merrill Team, $375M Morgan Stanley Group

  By Janet Levaux, AdvisorOne  |  December 22, 2011

  Bob McCann continues to work his recruiting magic as head of the Swiss-based bank’s U.S. unit.