Wells Fargo’s indie channel pulls $2.1B team from UBS
Wells Fargo's division for independent advisors has picked up its fourth team with more than $1 billion under management with ...
Sunday, August 23, 2026
Tag: UBS
UBS gets OCC approval for national bank charter
UBS Processing ContentKey insight: The conversion to a national bank charter will allow UBS to expand the types of products ...
63% of U.S. entrepreneurs are planning to exit their businesses. A new UBS report explains why
Despite tariff fears and recession warnings, the world’s top entrepreneurs are more optimistic than ever — and quietly preparing for ...
Wells Fargo indie channel picks up $1.7B UBS team
In another recruiting win for Wells Fargo, a seven-advisor team has left UBS to join it.Processing ContentSnow Pine Private Wealth ...
Advisor duo boomerangs to Morgan Stanley after 15 years at UBS
Roughly 15 years after leaving to join UBS, two longtime advisors have returned to Morgan Stanley.Processing ContentTom Cleary and Robert ...
UBS downgrades the U.S. stock market. Here’s what has the investment bank worried
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., February 25, 2026. ...
Private credit fears deepen with UBS warning of 15% defaults
A few weeks ago, analysts at UBS laid out a worst-case scenario for defaults in the private credit sector. Their ...
UBS promotes from within to name new advisor head
UBS has looked inward to fill a new position charged with overseeing the hiring, retention and compensation of advisors in ...
UBS team with $480M in AUM hops to Wells Fargo
Wells Fargo has again turned to UBS for a recruiting win, this time picking up a team of three advisors ...
Amid UBS advisor exits, 25-year veteran joins Morgan Stanley
Even as UBS' CEO acknowledges that recent compensation changes have been unpopular with some advisors, the firm lost two members ...
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