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The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.September 19
PresidentMark Elzweig Co. -
The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.September 18
CEOElite Consulting Partners
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“We are looking at those issues about consolidation as one part of the equation,” Chief Executive Officer Sergio Ermotti said.September 6
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UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.August 26
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The Anthony Bunnell addition comes amid expansion of the firm’s its retirement plan business this year.August 20
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The bank's performance puts it behind its largest U.S. competitors this year, signaling frustration in the market over the board’s quiet search.August 20
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These and other firms are building brands that appeal to advisors. Here’s how.August 12
CEOElite Consulting Partners
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Almost a year after taking over at the firm's investment bank, co-heads Piero Novelli and Rob Karofsky are working on their first shake-up of the business.August 8
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The firm's most recent lawsuit over alleged non-solicitation violations centered on an advisor's thank-you cards to clients.August 8
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The bank, which has made wealth management its central focus, plans to charge its Swiss clients an annual fee of 0.6% on deposits of more than 500,000 euros.August 6
