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A UBS broker lands at Finet, which helps him win a nasty tug-of-war over clients

Attorneys: Wirehouses may be reawakening to the independent threat

Author Elizabeth MacBride November 15, 2010 at 5:55 AM
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Andrew Lewis: The culture of Wells Fargo has been a very nice change.


Related Moves

UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 at 1:35 AM


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