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The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.
December 8
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Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.
December 4
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Reports and recruiters say that smaller firms, more flexibility and greater diversity are increasingly popular with industry job seekers
November 17
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UBS is growing its advisor headcount in the U.S., but it lost four advisors today and five last week to rival firms. The Wells team is a breakaway half from a powerhouse UHNW group that split in the move.
November 4
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The wirehouse is adding pay bumps for advisors with positive net new assets to encourage business growth in a time of shrinking client assets.
November 1
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As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.
November 1
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The Swiss bank grew its U.S. advisors by 2% in the third quarter,
October 25
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We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.
October 25
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The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.
October 17
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As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.
October 10
