NEW YORK, Feb 24 (Reuters) - UBS promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1 ...

Also, Prime Capital announces two recruits from Edelman Financial, and Raymond James lands two Commonwealth advisors.

Many have asked the question whether AI will make the human investment advisor obsolete? Large language model tech is ...

Platform extension enables wealth managers to efficiently conduct due diligence on private credit, private equity, real ...

Adrian Zuercher of UBS Global Wealth Management explains why he believes the U.S. Supreme Court's ruling against President Donald Trump's tariff strategy will not deter the government from imposing ...

Seven Bridges Wealth Advisors, a 14-person group headquartered in White Plains, New York, has joined NewEdge Advisors after departing Ameriprise Financial. The move coincides with the team’s launch as ...

The recent decision in United States v. Heppner, No. 25-cr-00503-JSR (S.D.N.Y. Feb. 10, 2026), underscores the need for ...

To close New York City's $5.4 billion budget gap over the next two fiscal years, newly elected Mayor Zohran Mamdani has proposed raising property taxes and tapping into reserves. Budget Plan Hinges ...

Citizens Financial Group is expanding its advisory reach into a niche sector. The acquisition targets a first-quarter close.

Investors worrying about contagion triggered another bruising sell-off in shares of banks and asset managers, compounding worries about disruption from AI.

In summer 2017 Epstein hired Paul Barrett, another of his former private bankers at JPMorgan, as his in-house trader.

Wells Fargo has turned to JPMorgan for a prominent wealth management team with a presence on both coasts. Your complimentary ...