InvestmentNews

UBS shares remain subdued on wealth management outflows, despite BofA backing

UBS shares remain around 10% lower than a month ago a day after it reported a sharp rise in fourth-quarter profit and announced plans for a $3 billion share buyback, underscoring the strength of its ...
WealthManagement.com

UBS Wealth Management on the Turnaround

UBS Wealth Management Americas continues to improve, today reporting pretax profit of $165 million for the second quarter ended June 30. That compares with a loss of $61 million in the same period ...
Wealth Management

Wells Fargo FiNet Snags $1.7B UBS Team in Minnesota

A UBS advisor team in Minnesota, Snow Pine Private Wealth, has departed for Wells Fargo Advisors Financial Network.
Seeking Alpha

UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title

Peter and Mike have over 60 years of combined experience working in financial services. Together, alongside Private Wealth Advisor Scott Zelniker, they lead The Zelniker Dorfman Carr & Heritage Group ...
Business Wire

UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers

UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration NEW ...
Seeking Alpha

UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list

NAPLES, Fla., Feb. 1, 2024 /PRNewswire/ -- UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason E. Stephens and Michael Lundon, in Naples, ...
Business Wire

UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago

CHICAGO--(BUSINESS WIRE)--UBS Private Wealth Management today announced that Coyle, Schmitt & Beaudoin Wealth Management Group have joined the firm in Chicago, Illinois. The seven-person team, ...
Hosted on MSN

UBS Advisors’ Asset-Gathering Falters as Wealth Unit Loses Advisors

UBS’ Americas wealth management unit saw its profit and revenue increase during the second quarter, both positive developments. Less positive were a flow of money out of the unit and the departure of ...
InvestmentNews

Wealth management pivot after a decade of family-raising was a smart move for UBS advisor

Melissa Dincher tells InvestmentNews why career-changer advisors have an advantage in the industry and the misconceptions she ...
Los Angeles Times

UBS Names David Schachter Managing Director of Wealth Management

UBS Wealth Management USA has announced that David Schachter, a financial advisor in the firm’s Los Angeles office, has been awarded the title of managing director - wealth management. A press release ...
Barron's

Ex-UBS Advisors With $1.1 Billion Jump to RBC Wealth Management

RBC Wealth Management recruited three financial advisors overseeing approximately $1.1 billion in combined client assets from UBS. The change marks the latest in a series of defections from UBS to ...