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Wells Fargo Advisors Moves to Further Reduce Producing Manager Roles

September 30th, 2026
Wells Fargo Advisors plans to further reduce the number of managers who not only manage the office but also maintain client books.

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Investment Adviser M&A Activity Slows After Record First Half of 2026

September 25th, 2026
Merger and acquisition activity among registered investment advisers slowed sharply in the third quarter after the industry posted a record first h...

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UBS Provides Retirement Incentives in its 2027 Compensation Plan

September 24th, 2026
UBS Wealth Management USA will leave its core advisor payout grid unchanged in 2027 while expanding retention and growth incentives.,.

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