The recruiting wins lure teams of seasoned advisors away from Merrill Lynch and Morgan Stanley.

RBC Wealth Management – U.S. has recruited a father-son team from UBS that managed nearly $400 million in client assets n Florham Park, N.J.

NEW YORK--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that Hollenbaugh, Rukeyser, Safro & Williams, a Private Wealth Team with multiple offices around the country, has been named ...

UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm’s Los Angeles office, has been named to the Barron’s Top 250 Private Wealth Management Teams ...

NAPLES, Fla.--(BUSINESS WIRE)--UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason Stephens and Michael Lundon, in Naples, Florida, has been ...

A three-advisor team with nearly half a billion dollars under management has boomeranged back to Morgan Stanley after a 12-year interim at UBS. Processing Content The Couch Group — composed of the ...

RBC Wealth Management has once again demonstrated its appeal to elite advisors from UBS as a nine-person team that reportedly managed $1.1 billion defects to its new branch in Purchase, New York. The ...

A seven-person team in Princeton, N.J., joined RBC Wealth Management, according to a Tuesday announcement. The team managed $1.6 billion in assets at its previous employer, UBS Wealth Management USA.

RBC Wealth Management has added a former UBS team that managed $770 million in client assets to its Syracuse, N.Y. branch.

BELLEVUE, Wash.--(BUSINESS WIRE)-- UBS announced today that The Matthews Group, an advisor team based in the firm’s Bellevue office, has been named to the Forbes America’s Top Wealth Management Teams ...