UBS

Financial ADVSR covers UBS as a wirehouse: one of the large national full-service brokerage firms whose financial advisors are employees. This page collects every UBS story from the wealth management press, updated throughout the day.

The most recent UBS headline in the industry press is “Advisor moves: Merrill nabs Morgan Stanley, Wells Fargo teams overseeing $770M” (InvestmentNews, October 5). Financial ADVSR’s latest reporting on the firm is “Merrill lands Morgan Stanley and Wells Fargo teams with $770 million combined” (October 5).

2 stories from 2 outlets have mentioned UBS since September 30, including 2 about advisor moves.

In the last 90 days the Financial ADVSR moves tracker has recorded 1 move to UBS, most recently a team from another firm (October 5) and 1 departure, most recently Cullman/Holt Group ($1.3B) to Wells Fargo FiNet (September 30).

Recent coverage most often mentions UBS alongside Wells Fargo, Merrill, Morgan Stanley and Raymond James.