UBS Wealth Management-Americas

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  Raymond James Retires Morgan Keegan Brand, as Tech Transition Ends

  By Janet Levaux, AdvisorOne  |  February 28, 2013

  Raymond James said Tuesday it had wrapped up the conversion of Morgan Keegan operations and clients into Raymond James’ technology systems.

• McCann Is Top UBS Americas Exec

  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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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

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  UBS Launches Pilot Program for iPads

  By Janet Levaux, AdvisorOne  |  November 30, 2011

  UBS FA Mobile should be introduced to its 6,900 advisors in the Americas by March 2012.

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  UBS Picks Up 11 Advisors With $1.2 Billion in Assets

  By Janet Levaux, AdvisorOne  |  August 11, 2011

  Ten of UBS' new financial advisors come from Morgan Stanley and Wells Fargo.

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  UBS Hosts Client Forum With Clinton, Bush on Economy

  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.

• UBS Veteran Hoekstra to Lead ETF Advisory Firm

  By Janet Levaux, AdvisorOne  |  February 8, 2011

  The former head of UBS Wealth Management Americas will be CEO of the ETF advisory firm

• Robert McCann Goes to UBS as Merrill Lynch Re-Launches Brand

  By Janet Levaux, AdvisorOne  |  November 1, 2009

  After several months of speculation and a legal dispute with his former employer, Bank of America-Merrill Lynch, Robert J. McCann is now CEO of...

• McCann to Lead UBS

  By Janet Levaux, AdvisorOne  |  October 27, 2009

  Industry experts speculate that McCann may focus on getting some or all of the brokerage business ready for sale.