Browsing Tag
UBS
6 posts
Human Interest to Provide Recordkeeping for UBS
Among the services Human Interest offers includes its Rollover Concierge service, QuickDeposit, and compliance features
Corporate Roundup: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab
The latest industry news from Wealth Enhancement Group, Ascensus, Financial Finesse, and UBS Wealth Management
Corporate Roundup: Ameritas and iJoin Moves, IRI and UBS Community Projects
Ameritas joins the Retirement Advisor Council, iJoin announces new hire, and IRI and UBS reveal charitable programs
Big Shakeup in J.D. Power’s New Full-Service Investment Firm Rankings
Study also finds just 14% of full-service investors receive “comprehensive advice” from wealth management firms as defined by J.D. Power criteria
‘Retirement Plan Exchange’ Debuts from Transamerica, UBS
Transamerica today debuted a “Retirement Plan Exchange” for small- and mid-size businesses featuring the UBS Retirement Plan Manager program.
‘Divide and Conquer’ Approach to Managing Finances Fails Women
Women are not taking an equal role to men in planning their financial futures, and research shows it…