The new addition comes as UBS seeks to recruit experienced advisors after suffering an uptick in advisor attrition.

One person is in serious condition following a stabbing Friday night in Merrill.

Merrill Lynch Wealth Management made a string of changes for advisors and trainees in 2021. The firm rolled out "Project Thunder" this fall and overhauled its training program this spring. Insider is ...

Bank of America Merrill integrates meeting prep, AI notetaking and follow-up capabilities, promising to save advisors hours ...

Exciting changes are brewing at Merrill Wealth Management. The movement is driven by two longtime Merrill insiders: Lindsay Hans and Eric Schimpf who want to rekindle growth and spur innovation. “We ...

Merrill Lynch is creating a new team focused on improving clients' mortgage processes. Bank of America's wealth management unit has looked to boost morale with company updates. It's also alerted ...