Advisors on the Move: UBS Lures a $2B Mega Team Morgan Stanley advisors managing $2 billion in assets joined UBS. But the wirehouse wasn't the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.
Advisors should work with robos, not against them, industry leaders say. Pershing announced at its annual conference that it is joining the list of established financial firms adding digital tools and services.