UBS Wealth Management

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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.

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  UBS Offers Big Help for Small Business

  By Jane Wollman Rusoff  |  July 26, 2012

  The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.

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  11 Predictions for 2012 Election by UBS: The Issues

  By Melanie Waddell, AdvisorOne  |  February 23, 2012

  UBS Wealth Management recently released its first in a series of five Election Watch 2012 reports designed to guide investors through the critical issues and developments of this pivotal year for the political landscape.

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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.

• Debt Crisis Spooks Investors: Survey

  By Marlene Y. Satter, AdvisorOne  |  July 29, 2011

  Investors are keeping an eye on the debt ceiling fight in Washington, and they don’t like what they see, according to a poll from UBS Wealth Management Americas, which also indicates that investor sentiment has reversed in recent days.

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  2011 Q1 Earnings: UBS Wealth Unit Swings Back to Profit of $126 Million

  By Joyce Hanson, AdvisorOne  |  April 26, 2011

  UBS Wealth Management Americas reported a Q1 2011 pre-tax profit of 111 million Swiss francs, about $126 million, up from a loss in the prior quarter.

• 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

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  2010 Q4 Earnings: UBS Americas Posts Loss Despite Continuing Net Inflows

  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.

• UBS, CFP Name New Head of CFP's Council on Education

  By Joyce Hanson, AdvisorOne  |  May 10, 2010

  The Certified Financial Planner Board of Standards and UBS Wealth Management announced Monday, May 10, that Mark Kordes, head of wealth planning for UBS in the United States, will serve as the new chairman of the CFP Board's Council on Education.