UBS hopes that revamping its training program in concert with expanding its Wealth Advice Center staff will provide a pipeline of new advisors and enable it to serve more mass affluent clients.

The bank is giving all employees Google's Deep Search and NotebookLM, and it will start creating agentic AI virtual ...

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an ...

Emily Dreas, who became a senior executive for the firm's New York market earlier this year, has been busy filling out the ...

As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major ...

An Atlanta-based banker working for Wells Fargo has been prevented from leaving China, the latest incident that threatens to amplify concerns among Western executives about the potential ...

Wells Fargo has since suspended all travel to China, according to The Wall Street Journal, which first reported news of Mao being blocked from leaving the country.