Top 10 Cities for Advisor Demand

Published on August 23, 2024

Organic growth has become a challenge for wealth managers. Advisors in these 10 cities, where demand for their services is high, may have a better chance at it.

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The Winds of Change Are Blowing: Why MBS Now?

August 23, 2024
With recent cooling in economic growth, an uptick in unemployment, inflation moderating back to the Federal Reserve’s (Fed) 2% target, and expectations for rate cuts, we believe the winds are shifting in the U.S. fixed income market.

UBS loses US activism defense staff to BofA, Wells Fargo

August 23, 2024
UBS Group AG has lost members of its activism defense team in the US to rival banks, people with knowledge of the matter said.New York-based managing director Jonathan Lurvey is going to Bank of America Corp. to focus on mergers and acquisition in the energy sector, according to the people, who asked not to be identified discussing private information. Eric Wiley, also based in New York, is joinin