UBS Seeks Broader U.S. Banking License to Boost Wealth Business

Published on October 28, 2025

The firm aims to give wealth clients payment, checking and savings account services, according to a memo.

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Ameriprise Adds $1.6B Advisor Team from Oppenheimer & Co.

October 28, 2025
Ameriprise wins the 16-person team after noting in July that it had inched up pay packages in a competitive recruiting environment.

11 Investment Must Reads for This Week (Oct. 28, 2025)

October 28, 2025
Alternative investment fundraising for retail alternatives has reached $150 billion to date in 2024, according to data from Robert A. Stanger & Co. MarketWatch examined the potential wealth destruction of a “lost decade” on 60/40 portfolios. These are among the investment must-reads we found this week for financial advisors.