UBS Advisors Test iPad App

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Last week, sixty UBS Wealth Management Americas financial advisors began a three month test drive of the “UBS FA Mobile” a byproduct of a collaboration between the firm and FrameHawk, a San Francisco-based developer of mobile applications. The application is password-secured and runs behind the UBS firewall on an “internal cloud” computing network that lets [...]

Are Wirehouse Reps Adjusting To Bank Mentality?

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Not according to the consensus of Bank Insurance and Securities Association members who attended its Third Party Marketer Forum this month. Not only are they not adapting well, but the banks seem to have cooled to going after the wirehouse reps. This is a big turnaround from a year ago when they were in the [...]