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 ...
Monday, May 11, 2026
Tag: advisor
AI is taking advisor jobs. It doesn’t have to take yours
Over the last few years, our industry has settled on a refrain when it comes to AI: "It will support ...
Motley Fool Epic vs. Stock Advisor
The Motley Fool is one of the most popular and successful investment research companies in the game t today. Its ...
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 ...
3 Reasons I’d Be Terrified If I Were a Financial Advisor
I spent more than a decade working as a financial advisor. I wore the suit, I sat across the desk ...
How agentic AI is showing up in advisor workflows
Agentic AI systems are being marketed as a way for financial advisors to offload complex multi-step workflows with minimal human ...
Ask an Advisor: The future of legacy CRMs in an AI world
For years, customer relationship management (CRM) systems have been the backbone of advisors' tech stacks.That primacy is now being questioned ...
How an advisor serving pilots got his niche off the ground
This is the latest story in the Know Your Niche series. Stories feature advisors who have carved out niches for their firms, ...
‘Retired’ and Pardoned, CZ Pivots to Sovereign Tokenization Advisor for a Dozen Nations
Changpeng “CZ” Zhao has re-emerged on the global stage as an advisor to sovereign governments. At the World Economic Forum ...
Ask an Advisor: How to demonstrate tech-savviness to clients
Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't ...
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