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 ...

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

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

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.