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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.
December 10, 2009
John Aidan Byrne |
UBS Announces New Comp Plan; Comp Focused on FA Loyalty and Future Production UBS' plan is a departure from brokerages where compensation is typically based on trailing commissions rather than on growth. |
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.
September 22, 2011
John Aidan Byrne |
McCann Memo Aims to Reassure Jittery UBS Brokers In a strongly-worded memo this week to employees at UBS Wealth Management Americas, CEO Bob McCann assured them that matters are under control. |
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.
April 19, 2010
John Aidan Byrne |
EXCLUSIVE: Is UBS Turning Around? Brokerage CEO Says Yes. UBS Wealth Management Americas, scrambling to stem the outflow of client assets, is seeing signs of hope. |
Registered Rep.
February 8, 2011
John Aidan Byrne |
Some Bright Spots Among the Red Ink for UBS UBS Wealth Management Americas added client assets and a handful of advisors in the fourth quarter, cushioning the blow from steep legal costs that resulted in a pre-tax loss of $34.6 million. |
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.
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.
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 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.
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.
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.
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.
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) |
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.
September 8, 2006
Halah Touryalai |
An Offer They Can't Refuse UBS is doing all it can to hold onto as many of the advisors at newly acquired Cleveland-based McDonald Investments as possible -- beginning with a retention package that will be hard to refuse. |
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. |
On Wall Street
June 1, 2010
Lee Conrad |
Betting on McCann Can Bob McCann and his renewal team restore UBS Wealth Management 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.
March 16, 2012
John Aidan Byrne |
UBS Betting Big On Asia UBS Wealth Management will embark on a global expansion outside the U.S., announcing yesterday it will hire another 500 advisers in the fast-growing emerging markets and Asia Pacific regions. |
Registered Rep.
March 27, 2012
John Aidan Byrne |
Management Shakeup at UBS Wealth-Management Americas A management shakeup by CEO Bob McCann at the Americas brokerage unit of Swiss bank UBS AG will see two of his top executives assume more direct responsibility over its financial advisors, according to people familiar with the changes. |
Registered Rep.
October 1, 2006
Halah Touryalai |
UBS Offers Hot Retention Bonus UBS is doing all it can to hold onto as many of the newly acquired Cleveland-based McDonald Investments advisors as possible -- beginning with a retention package that will be hard to refuse. |
Registered Rep.
October 27, 2009
Kristen French |
UBS Hires McCann UBS announced that it has hired Bob McCann as the CEO of its UBS Wealth Management Americas unit, replacing former head of the division, Martin Hoekstra. |
On Wall Street
October 1, 2009
Helen Kearney |
UBS Weighs Options as the Suddenly Smallest Wirehouse No one can deny it's been a tough year for UBS's wealth management business in the U.S. |
Registered Rep.
August 27, 2009
Halah Touryalai |
Uncertainty at UBS, Can UBS Afford McCann? The latest news out of UBS involves former Merrill executive, Bob McCann, who's dealing with a non-compete clause that's keeping him from supposedly joining the firm. |
Registered Rep.
June 10, 2010
John Aidan Byrne |
UBS Ran Gauntlet, Beats Merrill, Says Bob Mulholland "We are really the only major relevant firm that actually went into the 2008 and 2009 abyss and came out the same firm," Mulholland told Registered Rep. |
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.
October 5, 2011
John Aidan Byrne |
UBS Says Headhunters Playing Dirty, Unfairly Smearing the Firm Despite extensive media coverage describing nervous financial advisors and clients at the firm, insiders contend that much of this unflattering coverage is over-the-top. |
Registered Rep.
October 25, 2011
Kristen French |
UBS Wealth Management Unit Pulls Into First Place, McCann Tells Troops The "rogue" trading loss and departure of CEO Oswald Grubel doesn't seem to have driven clients away from UBS in the third quarter. |
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.
February 6, 2010
John Aidan Byrne |
UBS Reorganizes Wealth Management Division (update) The Wealth Management Americas division is aiming to bolster the Swiss bank's brokerage. |
Registered Rep.
November 9, 2010
Kristen French |
UBS Hires Three From Morgan Stanley As Recruiting Wars Intensify The war for talent is as fierce as ever, with some firms like UBS issuing a press release every time they make a big new hire. |
Registered Rep.
November 29, 2011
John Aidan Byrne |
UBS: Going Mobile with an FA App Financial advisors at UBS Wealth Management Americas are about to go more mobile - in a far-reaching pilot program that enables them to use an extensive array of UBS tools and other applications. |
Registered Rep.
September 6, 2006
John Churchill |
UBS Buys Another Brokerage With the ink still drying on its deal to purchase Piper Jaffray's brokerage arm, Swiss firm UBS announced today it will now buy Cleveland-based McDonald Investments, KeyCorp's brokerage unit. |
Registered Rep.
September 26, 2011
Kristen French |
UBS Wealth Management Not For Sale; Analysts Say Don't Rule it Out Completely; Veteran FAs Calm Interim UBS CEO Sergio Ermotti and UBS Chairman Kasper Villiger sent a memo to advisors re-emphasizing that WMA is not for sale, a rumor that has been persistent despite continued denials by executives at the bank. |
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.
October 1, 2009
John Aidan Byrne |
Former ML Chief Free to Take Job Robert J. McCann is free to take the reins at a major Merrill rival now that he settled a lawsuit today with Bank of America. |
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. |
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.
September 3, 2010
John Aidan Byrne |
UBS Hires Four HNW Advisors The latest hires by UBS Wealth Management Americas reflect its goal of attracting business from the ultra rich in mostly major metropolitan markets in the United States. |
Registered Rep.
January 6, 2009 |
Sontag Takes McCann's Job At Merrill More shocking to Merrill Lynch advisors than the sudden departure of their leader is the disappearance of the "MER" logo from their computer screens. |
Registered Rep.
November 9, 2004
David A. Gaffen |
Mulholland Leaves as Co-Head of Merrill's U.S. Group Bob Mulholland, second-in-command in Merrill Lynch's brokerage unit, has surprisingly left the firm for retirement. |
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. |
Registered Rep.
November 12, 2002
Rick Weinberg |
Wealth Management R Us! The Gnomes of Zurich to Drop Kick the PaineWebber Name The century-old PaineWebber name is going to be dropped from UBS AG's brokerage and investment-banking businesses in 2003, the company says. The new name is to be, UBS Wealth Management USA. |
Registered Rep.
November 1, 2004
John Churchill |
Exodus At UBS? This month, the contingent of PaineWebber brokers who remained at UBS following the 2000 merger will receive the final installment of their post-merger retention bonuses, perhaps triggering a mini-exodus of brokers come the first of the year. |
Registered Rep.
July 8, 2009 |
Is UBS' Marten Hoekstra On the Way Out? A story in the Financial Times teasingly suggests UBS US Wealth Management is in for a big change at the top. |
Registered Rep.
April 16, 2009
John Churchill |
UBS to Cut Lower Producing Advisors The 8,700 jobs UBS plans to cut by the end of 2010 will include 2,000 in the Wealth Management division, many of them financial advisors. |
Registered Rep.
December 1, 2004
John Churchill |
If You're a Broker and You Know It As the holiday season approaches, the SEC is getting daily entreaties from registered investment advisors seeking an end to the broker/dealer exemption rule. |
Registered Rep.
April 1, 2005 |
Comings & Goings UBS has brought in two top-producing advisors... Bank of America's global wealth and investment management division has named executives... etc. |
