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By Janet Levaux, AdvisorOne |
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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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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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.
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February 1, 2012
Paul Santucci is COO of the UBS Wealth Management Advisor Group for the Americas, which includes about 6,900 FAs.
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By Janet Levaux, AdvisorOne |
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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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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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.
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By Janet Levaux, AdvisorOne |
December 6, 2011
Barry Mitchell joins UBS in New York from BofA-Merrill Lynch, where he managed about $290 million in assets.
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By Janet Levaux & Marlene Satter |
December 1, 2011
Bob McCann takes over as CEO for the Americas business from Lofts, who re-assumes his role as chief risk officer for the global bank
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By Janet Levaux, AdvisorOne |
November 30, 2011
UBS FA Mobile should be introduced to its 6,900 advisors in the Americas by March 2012.