UBS

Advisor Upside

Merrill Lynch’s Latest Game Plan to Court the World’s Rich

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A new division will connect the firms’ wealthiest clients with other products and services on the Bank of America platform.

2 min read

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Banking

AllianceBernstein to Sue Switzerland Over $17 Billion Credit Suisse Debt Writedown

A major American institutional investor is planning to join a lawsuit that says Switzerland’s time to pay up is long overdue.

2 min read
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Advisor Upside

Inside Wells Fargo’s Bet on Independent Advisors

The wirehouse’s independent channel has become the fastest growing segment of its wealth management unit and helped retain advisors.

2 min read
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Advisor Upside

UBS Looks to Tap India’s Private Wealth Market

The Swiss bank UBS reportedly wants in on the wealth market in India and is considering buying a stake in a local firm to give it a foothold.

2 min read

Banking

UBS Quarterly Profit Doubles Market Forecast

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UBS appears to have regained its form, reporting $1.1 billion in net income for the second quarter, doubling analyst estimates.

2 min read

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Advisor Upside

UBS Shake-Up Aims to Court the Richest of the Rich

The Zurich-based bank joins a growing list of wealth management’s elite, including JPMorgan and Goldman, to focus on the wealthiest investors.

1 min read

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Markets

Coffee and Chocolate Are the Reigning Commodity Kings

The tight supply of both beans meant trading prices were extremely volatile, and the result was that cocoa almost tripled in price last year.

2 min read
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Alternatives

Collectibles are Fun but Risky Investments

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read
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Artificial Intelligence

Biden Administration Eyes Data Center Regulations

Which way Trump will lean on the issue is difficult to say, though tech companies have worked hard to curry the incoming president’s favor.

2 min read

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