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By Janet Levaux, AdvisorOne |
March 26, 2012
UBS Americas trimmed a layer of management under CEO Robert McCann and increased the duties of some of wealth-management leaders, according to a memo released by McCann on Friday.
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By Janet Levaux, AdvisorOne |
August 30, 2011
UBS said late Monday that it had hired eight financial advisors recently with $994 million in assets, including three from Bank of America-Merrill Lynch (BAC). Meanwhile, Raymond James said early that it added three financial advisors with a total of $281 million in assets.
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By Janet Levaux, AdvisorOne |
August 11, 2011
Ten of UBS' new financial advisors come from Morgan Stanley and Wells Fargo.
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By Janet Levaux, AdvisorOne |
August 5, 2011
The Americas operations of UBS are ahead of all the wirehouses in new assets and net new money per advisor.
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By Janet Levaux, AdvisorOne |
August 4, 2011
The FAs have total yearly production of $2.1 million and assets of $800 million
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By Janet Levaux, AdvisorOne |
August 2, 2011
The wealth-management group also says its advisors and clients will be supporting small businesses in New York, as part of a pilot project.
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By Janet Levaux, AdvisorOne |
February 8, 2011
The former head of UBS Wealth Management Americas will be CEO of the ETF advisory firm
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By Janet Levaux, AdvisorOne |
February 8, 2011
Though the Robert McCann-led unit had its fourth quarter of inflows, it failed to make a profit due to legal issues.
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By Janet Levaux, AdvisorOne |
December 1, 2009
Over the past 12 months, the broker-dealer field has been in a tremendous state of transition. Now after a string of significant mergers and...
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By James J. Green, AdvisorOne |
November 16, 2009
What's happening this week.