Executive Moves
UBS Loses Advisers Managing Nearly $775 Million
A half-dozen financial advisers in Massachusetts left UBS Group AG’s U.S. wealth-management arm recently to join rivals Morgan Stanley and Raymond James Financial Inc. The advisers collectively managed nearly $775 million in client assets at UBS and generated roughly $6 million in annual fees and commissions annually. Those advisers are…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: The Wall Street Journal