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Registered Rep.
July 10, 2007
John Churchill |
With Wuffli Out, What Next for UBS? A Wealth Management Surge in the USA Peter Wuffli was replaced as CEO of UBS last week after the firm realized millions of dollars in losses in an internal hedge fund.   |
Registered Rep.
October 27, 2009
John Aidan Byrne |
McCann Vows to Return UBS Wealth Management To Profitability New CEO Robert J. McCann says the wealth management division of UBS will not be put on the block. |
Registered Rep.
February 10, 2009 |
UBS Earning Get Kicked In The ARS! U.S. Wealth Mgt Unit Profit Wiped Out By ARS UBS announced a fourth quarter loss of U.S. $7.5 billion, capping a horrendous year for the Swiss firm. |
The Motley Fool
August 13, 2008
Alex Dumortier |
Is UBS Calling the End of Universal Banks? UBS is reversing its "one bank" strategy by giving increased autonomy to its three businesses: Investment Banking, Wealth Management, and Asset Management. |
Registered Rep.
October 26, 2010
John Aidan Byrne |
UBS Stops the Bleeding, Adds Retail Client Assets Clients assets at UBS Wealth Management Americas outpaced withdrawals in its latest third-quarter results, a singular achievement last reported by the brokerage unit in the first quarter of 2009. |
Registered Rep.
May 4, 2010
John Aidan Byrne |
UBS Client Asset Outflows Slow in Q1 Improving market conditions softened the blow as total client assets hit $721.6 billion in the brokerage unit of the Swiss banking giant. |
Registered Rep.
April 27, 2011
Jerry Gleeson |
Merrill Lynch Names Thiel to Run U.S. Brokerage Thiel, 50, will replace Lyle LaMothe. LaMothe, also 50, said on March 4 that he would retire as head of Merrill Lynch U.S. Wealth Management. |
The Motley Fool
April 2, 2008
Tom Hutchinson |
UBS: You Hang In There The Swiss bank looks to cut its losses and put the crisis behind it. |
The Motley Fool
November 1, 2007
Matt Koppenheffer |
UBS Strikes Up a Familiar Band Overall, UBS finished the quarter with a loss of $624 million, due in great part to the $3.6 billion in losses it reported in its fixed income currencies and commodities trading business. |
Registered Rep.
October 8, 2009 |
UBS Hires Bob McCann UBS has hired former Merrill Lynch executive Bob McCann to run its wealth management division in the Americas. |
Registered Rep.
August 5, 2009
French & Churchill |
UBS Close to Deal With Bob McCann, Reorg Under Way The move comes as the bank works to contain damage to its reputation done by the tax evasion dispute with the U.S. government. |
Registered Rep.
April 14, 2010
John Aidan Byrne |
UBS Retail Brokerage Nearing a Turnaround? Client asset withdrawals have slowed at the embattled U.S. wealth management business of UBS where, in a positive sign to investors, it reported much stronger first quarter pre-tax profit than previously expected. |
Registered Rep.
August 6, 2010
John Aidan Byrne |
UBS Advisors Welcome Mortgage Rollout Financial advisors at UBS Wealth Management Americas closely watched this week as the U.S. brokerage rolled out plans to sell more of its own mortgage and lending products through its retail brokerage force. |
Registered Rep.
December 1, 2011
John Aidan Byrne |
McCann Reassures UBS FAs as His Profile Grows with New Appointment Robert J. McCann's responsibilities at Swiss bank giant UBS dramatically expanded with a new appointment Thursday. |
Registered Rep.
May 27, 2004
David A. Gaffen |
High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms. |
Registered Rep.
July 28, 2010
John Aidan Byrne |
UBS Brokerage Unit Turning the Corner? The "turning point" in client fund outflows is about to appear for UBS Wealth Management Americas. |
Registered Rep.
February 7, 2012
John Aidan Byrne |
UBS' U.S. Brokerage Boosts Profits, Boasts Most Productive Advisors Despite global market conditions that lowered asset-based fees and transaction-based income, UBS Wealth Management Americas ended 2011 on firmer footing, earning $573 million for the year on revenues of $5.96 billion. |
Registered Rep.
October 17, 2008 |
Merrill Posts $5.2 Billion Loss, Fifth In A Row Merrill Lynch reports its fifth straight quarterly loss, including a whopping $13.5 billion in mortgage-related asset write-downs, bringing the firm's sub-prime related losses/write-downs total to more than $65 billion. |
Registered Rep.
July 26, 2011
John Aidan Byrne |
UBS Wealth Management on the Turnaround UBS Wealth Management Americas continues to improve, reporting pretax profit of $165 million for the second quarter. |
Registered Rep.
January 29, 2010
Kristen French |
UBS Morale Lifts A number of top financial advisors at the firm say that they are so far very pleased with the leadership of UBS Wealth Management CEO Bob McCann and his team. |
Registered Rep.
September 6, 2011
Kristen French |
Updated: Bank of America Spins Off Krawcheck, Not Merrill, FAs Unhappy Two years after hiring her, Bank of America is giving the heave-ho to Sallie Krawcheck, head of global wealth and investment management. |
Registered Rep.
August 4, 2009
French & Churchill |
Dan Sontag Departs Merrill Lynch Much beloved by Merrill financial advisors, Dan Sontag is stepping down as head of Merrill Lynch Global Wealth Management. |
Registered Rep.
October 2, 2008 |
Thain Gets a Job at Bank of America Merrill Lynch CEO John Thain has accepted an offer to be president of Global Banking, Securities and Wealth Management at Bank of America. |
Registered Rep.
April 18, 2008 |
Merrill: An Able Foil to Bear? Merrill Lynch's streak continues -- a third quarter in a row that the firm has reported a loss. |
BusinessWeek
July 25, 2005
Stanley Reed |
The Master Of Zurich How Peter Wuffli turned around UBS- and brought the glory days back to Swiss banking. |
Registered Rep.
June 11, 2008 |
Thain + You, Sittin' in A Tree Merrill Lynch CEO John Thain heaps praise upon the wealth management division during an interview. |
Registered Rep.
March 16, 2012
Kristen French |
Due Diligence: Merrill Cost-Cutting Centers on Client Segmentation, Less Bureacracy Merrill Lynch financial advisors can expect Bank of America cost-cutting to take the form of greater client segmentation and reduced bureaucracy, said John Thiel of Merrill Lynch |
The Motley Fool
August 16, 2006
Alex Dumortier |
No Swiss Miss at UBS The world's largest wealth manager, UBS AG, reported second-quarter earnings that pleased shareholders. Are there any clouds that threaten this Swiss banker's sunny day? |
Registered Rep.
November 17, 2009
John Aidan Byrne |
McCann Sets Ambitious Targets for UBS The chief executive of UBS' Wealth Management Americas also reiterated his profitability target of 15 to 20 percent for the division, and set a goal of CHF1 billion for annualized pre-tax profit. |
Registered Rep.
August 26, 2009
David A. Geracioti |
Is McCann Close to a Deal with UBS? Bloomberg is reporting that Bob McCann, the former head of Merrill Lynch's brokerage unit, is nearing a deal with his old employer that will allow him to take a job running UBS's wealth management unit. |
Registered Rep.
March 30, 2010
John Aidan Byrne |
Waiting on McCann's Plan for UBS It won't be announced this week or next; instead UBS is eying an announcement in mid-April or later, people familiar with the matter told us. |
Registered Rep.
February 10, 2009 |
In First Media Interview, McCann Says Resignation Was At A "Logical Time" In his first interview since leaving Merrill Lynch, Robert J. McCann says he maintains good feelings for both Merrill Lynch and the timing of his departure. |
Registered Rep.
February 9, 2010
Kristen French |
UBS Americas Bleeds More Client Assets in Q4, Advisor Attrition Way Down Clients continued to withdraw significant assets from the firm both in the U.S. and around the world. |
Financial Advisor
March 2012 |
UBS Reeling In Merrill Advisors The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to snagging advisor teams from Bank of America/Merrill Lynch. |
Registered Rep.
May 5, 2009
John Churchill |
UBS Posts Loss But Gains Retail Client Assets UBS posts its first-quarter earnings and blames bad loans on its books for the poor result. |
Registered Rep.
May 31, 2013
Megan Leonhardt |
Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up. |
Registered Rep.
November 1, 2004
David A. Geracioti |
Merrill Names Dallas Private Banking Head Mark Casey was moved to Merrill Lynch's new Private Banking and Investment Group office in Dallas, where he will oversee the so-called "Texas region" of that group. |
Registered Rep.
April 26, 2011
John Aidan Byrne |
UBS Wealth Management Unit Improves Performance UBS Wealth Management Americas, rising from the ashes of its well-publicized disasters, had something to crow about this latest quarter (Q1 2011) |
The Motley Fool
January 23, 2006
Stephen D. Simpson |
Maybe a Bull Case for Merrill Lynch This large broker-dealer is doing well, but further operating improvements could make it a bargain for investors. |
Registered Rep.
October 24, 2007
John Churchill |
Merrill Earnings Ugly, But Brokerage Is The Sweet Spot Stan O'Neal opened Merrill Lynch's earnings call by not beating around the bush: The firm had a net loss of $2.3 billion, due largely in part from $7.9 billion in write-downs related to exposure to sub-prime mortgages and collateralized debt obligations. |
The Motley Fool
July 18, 2007
Matt Koppenheffer |
Dissecting Merrill's Earnings A second look at the bumper earnings from Merrill Lynch. Investors, take note. |
Registered Rep.
March 15, 2010
John Aidan Byrne |
McCann Is the Man at UBS; Name Change to PaineWebber? The much-anticipated revival plan for UBS Wealth Management Americas will cap off a series of recent organizational changes garnering support from an important constituency: advisors at the beleaguered brokerage. |
On Wall Street
November 1, 2010 |
Who's News Recent hires in banking and financial services. |
Registered Rep.
April 11, 2006
John Churchill |
UBS Snaps Up Piper Jaffray's Brokerage Unit The Swiss banking giant UBS added the retail unit of Midwestern gem Piper Jaffray today to its wirehouse brokerage division for $500 million in cash and other considerations. |
Investment Advisor
November 2009
Kathleen M. McBride |
Merrill's Big Plans The importance of culture at the organization is what Sallie Krawcheck spoke of at her first press conference as president of Global Wealth Management & Investment Management at Bank of America Merrill Lynch. |
Registered Rep.
January 4, 2008 |
Merrill Slashes Trading Jobs Merrill Lynch began a round of layoffs this morning. |
Registered Rep.
July 18, 2008 |
Woo-hoo! Citigroup Only Loses $2.5 billion In 2Q; Client Assets Flee Smith Barney Citigroup reported its second quarter earnings today, beating analyst expectations by losing far less money than anticipated. |
Registered Rep.
March 17, 2008
John Churchill |
UBS Says U.S. Wealth Management Not For Sale But top executives did meet to discuss strategy, including the prospect of a 5- to 10-percent cut in jobs, according to published reports. |
Registered Rep.
October 5, 2009
Kristen French |
Merrill Launches Branding Campaign; Recruiting Net Positive The new campaign Monday will cost the firm $20 million in the fourth quarter, the most Merrill has ever spent on marketing. |
Registered Rep.
October 30, 2007
Christina Mucciolo |
O'Neal Gone: Reps Apathetic, Analysts Say Get Back To Basics If you work at Merrill, enjoy the cloak-and-dagger board room fight. In reality, things aren't so bad. The bottom line: Merrill ought to stick to what it is good at -- retail brokerage. |
