-
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.
-
February 1, 2012
Paul Santucci is COO of the UBS Wealth Management Advisor Group for the Americas, which includes about 6,900 FAs.
-
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.
-
By Janet Levaux, AdvisorOne |
December 7, 2011
The RDM/Dillon Group join Wells Fargo Advisors in Long Island, N.Y.
-
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
-
By Janet Levaux |
November 23, 2011
Bank of America reported net income of $6.2 billion, or $0.56 per share, for the third quarter vs. a net loss of $7.3 billion, or $0.77 per share, last year — topping analysts’ estimates by a wide margin. Revenue, net of interest expense (and calculated on a fully taxable-equivalent basis)...
-
By Janet Levaux, AdvisorOne |
November 17, 2011
UBS revealed plans Thursday to strengthen its wealth-management units while scaling down its investment bank and introducing new performance targets companywide.
-
By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq. |
September 14, 2011
More bank stock declines and less lending could be in store as financial institutions face another massive round of lawsuits. The Federal Housing Finance Agency sued 17 banks on Sept. 2, alleging that the financial institutions committed securities violations in the lead-up to the recent financial crisis.
-
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.
-
By Janet Levaux, AdvisorOne |
August 4, 2011
The FAs have total yearly production of $2.1 million and assets of $800 million
