As Hurricane Sandy brutally pounded the North East coast of America, fears of another Facebook or Flash Crash-style technology disaster played heavily on the decision to shut down US stock exchanges...
After years of urging its
financial advisers to sell more life insurance, UBS Wealth
Management Americas is bringing in full-time experts and
offering financial incentives to prod its tradition-bound sales
force outside its comfort zone....More
Swiss bank UBS AG's U.S.
brokerage unit has named a new head for its private wealth
management division, as the company looks to expand its business
catering to clients with $10 million or more in investable
assets....More
UBS Wealth Management Americas (WMA) crossed the threshold in the first quarter with a string of new records: pretax profit of $251 million, net new money of $9.2 billion, and invested assets of $891 billion....More
The milestone for the profitable U.S brokerage division comes even as its Swiss-based parent firm posted an overall loss. Bob McCann's strategy of paying for premium brokers seems to be working....More
What do wirehouse advisors think of their firms? WealthManagement.com surveyed 3,402 advisors asking them to dish the dirt on their firms, telling us what they liked and what they don't. Here are some of the results.
While the trend toward independence slowed a bit from previous years, 2012 was the year the independent channel legitimized its place next to the more traditional players....More
As Hurricane Sandy brutally pounded the North East coast of America, fears of another Facebook or Flash Crash-style technology disaster played heavily on the decision to shut down US stock exchanges......More
The US wealth management division of UBS AG reported record second quarter pre-tax profits today of $211 million on $1.59 billion in revenue as it brought new advisors on board....More
This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's.
Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..
thanks
steve...More
I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible.
Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More