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…
Zurich Insurance AI 5 countries; Arch Insurance’s new CIO
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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…
UBS promotes from within to name new advisor head
UBS has looked inward to fill a new position charged with overseeing the hiring, retention and compensation of…
UBS team with $480M in AUM hops to Wells Fargo
Wells Fargo has again turned to UBS for a recruiting win, this time picking up a team of…
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
Even as UBS’ CEO acknowledges that recent compensation changes have been unpopular with some advisors, the firm lost…