Apex Group Announces Key Leadership Appointment to Accelerate Global GrowthNew York, New York--(Newsfile Corp. - March 20, 2025) - Apex Group Ltd. ("the Group"), the leading global financial services...
Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list
UBS Wealth Management USA announced today that three financial advisors, Susan Bailey, Jennifer Lucovich, and Jennifer Pope, in the Scottsdale office of the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.
Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
UBS Wealth Management USA announced today that nine financial advisors based in the Southern California and Hawaii areas of the firm’s Pacific Desert market have been named to the Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists for 2025. One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.
11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
UBS today announced that 11 advisors in the firm’s South Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List
UBS today announced that 14 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List
UBS today announced that nine advisors in the firm’s South Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
UBS is proud to announce that three of the firm’s financial advisors in its Pacific Desert Market areas of Southern California and Arizona have been named to the Financial Planning Top 40 Brokers Under 40 listing for 2025. Nationwide, UBS held 12 of the 40 top spots.
UBS Hires Private Wealth Advisor Lin Reynolds in New York City
UBS today announced that Lin Reynolds will be joining the firm as a Private Wealth Advisor. At the conclusion of her respective notice period, Lin will join the UBS Manhattan Market, led by Market Executive Kellie Brady, and will be based in the firm’s 1285 Avenue of the Americas Private Wealth Management office. She will report to Market Director Tom Conigatti.
10 UBS Advisors in Florida Named to the Barron’s Top 1200 Financial Advisors List
UBS today announced that 10 advisors in the firm’s Florida Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025.
UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group, an advisor team in the firm’s 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025.
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”).
11 UBS Advisors in the Mid-Atlantic Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS today announced that 11 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS today announced that five advisors in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS today announced that 13 advisors in the firm’s South Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
13 UBS Advisors in Florida Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
UBS today announced that 13 advisors in the firm’s Florida Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title
UBS Wealth Management US today announced that Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr have received the title of Managing Director – Wealth Management. This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.
UBS Private Wealth Management Hires Zachary Sobel in Palm Beach Gardens
UBS Private Wealth Management today announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida.
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca.
Analysts See Gold Hitting New Records in 2025 as Trump Tariff Fears GrowGold prices continue to shatter all-time highs, reaching $2,946.85 per ounce as economic and geopolitical uncertainty fuels demand. But according to analysts, the rally is far from over. Goldman Sachs now forecasts gold hitting $3,100 per ounce, while UBS is even more bullish at $3,200, suggesting the rally is far from over. Inflation concerns, Fed … Continue reading "Analysts See Gold Hitting New Records in 2025 as Trump Tariff Fears Grow"
TMX VettaFi Acquires Credit Suisse Bond Indices From UBSTMX VettaFi strengthens its fixed income capabilities Toronto, Ontario--(Newsfile Corp. - February 20, 2025) - TMX VettaFi, an indexing, digital...
UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
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 – Private Wealth 2024 list and the Best-In-State Wealth Management Teams 2025 list.
The 3 top questions investors have about President Trump’s sustainability policyWhen it comes to the administration's assault on ESG investing and DEI initiatives, and sustainable investing overall, three major questions are befuddling
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”).
32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list
UBS today announced that 32 advisor teams in the firm’s South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list
UBS today announced that 23 advisor teams in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.
