UBS is bent on using its pay policies next year to reward advisors who stay put amid accelerating defections for rival firms.
But it’s unlikely the steady stream of exits will abate for at least a while. Both UBS and Commonwealth Financial Network, which has been losing advisors amid its acquisition by LPL Financial, bid farewell to big teams this week. Read about those and other advisor moves below, along with notable industry deals.
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The rapidly growing wealth manager &Partners has gone back to Wells Fargo to recruit a team managing roughly $1 billion...
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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that...
UBS has to pay more than $1.2 million to a former client whose lawyer says she saw her life savings...
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