UBS Recruits $2.5-Million Morgan Stanley Team in Ohio
UBS Wealth Management USA on Tuesday reeled in a team producing $2.5 million in annual revenue at Morgan…
By The Numbers: Advisors Managing $28B Left UBS in First Half of 2026
Advisor attrition at UBS Wealth Management USA remained elevated in the first half of 2026 and remains on…
UBS Snags BofA Private Bank Team Overseeing $1.3B in Florida
UBS Wealth Management has returned to the private bank well and recruited a Tampa, Florida-based team managing $1.3…
Rockefeller Scoops Up $3.7 Million UBS Team in New York City
A team producing $3.7 million in annual revenue at UBS Wealth Management USA departed for Rockefeller Global Family…
Merrill Lynch Adds $460M UBS Team in Tennessee
Merrill Lynch on Thursday reeled in a team managing $460 million in assets at UBS Wealth Management USA…
$8 Million UBS Team Returns to Morgan Stanley in Miami
A billion-dollar UBS Wealth Management USA broker has returned to his roots at Morgan Stanley Private Wealth Management…
$3.5B UBS Private Wealth Team Breaks Away to Launch San Francisco RIA
A pair of advisors in San Francisco have broken away from UBS Wealth Management USA to launch an…
UBS loses $3.5B team, gains $1.2B Glenmede advisor
While one team managing billions in assets left UBS to form an independent advisory firm, an advisor who…
Wells Fargo continues recruiting run with $1.6B AUM UBS team
Fresh off its recruitment of a big advisory practice from Morgan Stanely, Wells Fargo has picked up a…
Wells Fargo continues recruiting run with $1.6B AUM UBS team
Fresh off its recruitment of a big advisory practice from Morgan Stanely, Wells Fargo has picked up a…
Wells Fargo indie channel picks up $1.7B UBS team
In another recruiting win for Wells Fargo, a seven-advisor team has left UBS to join it. Processing Content…
Advisor duo boomerangs to Morgan Stanley after 15 years at UBS
Roughly 15 years after leaving to join UBS, two longtime advisors have returned to Morgan Stanley. Processing Content…