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Articles tagged "Bob McCann"


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Bob McCann, fomer UBS CEO, is an investor and co-chairman of NewEdge
February 28, 2022 at 7:59 PM

Bob McCann: To be the world’s greatest wealth management firm, I believe you need a strong investment bank.

The 13 most telling quotes from UBS's Bob McCann in his Washington Post interview

The ex-Merrill brokerage chief's comments walk the RIA-wirehouse line

July 11, 2014 at 3:09 AM

Mark Sear says that referring clients to outside lenders was not working well for his firm.

First Republic pays a staggering sum for Luminous Capital, sources say, and shifts the breakaway and M&A games in the bargain

Recruiters are getting renewed interest from big wirehouse teams and the $125 million deal shows that breakaway brokers can realize big enterprise value in short order

November 8, 2012 at 4:53 AM

Philip Palaveev: Wirehouses would be wise to explore the opportunity to brand the teams alongside the national brand and to create compensation structures that give team captains control over the hiring and compensation of their team members.

The 10 things Morgan, Merrill, UBS and Wells Fargo could do if they really, really wanted to stem the RIA tide

Advisors are happy to hand over the blueprint to wirehouses because they're certain the firms are too fainthearted to execute it

October 9, 2012 at 4:23 PM

Scott Smith: It almost seems like collecting the $15 fee would be more labor for UBS then it's worth.

Is UBS channeling its inner IBD in levying $15 charges on its advisors for redundant mobile devices?

The wirehouse's charges seem on target on paper but are they penny rational and pound foolish?

August 8, 2012 at 2:40 AM

Like Tom Turkey, many RIAs were thankful to survive 2009

Taking A Break From the Turkey?

RIABiz's top 10 stories from the past month offer a window into what RIAs care about

November 26, 2009 at 4:28 AM

Mark Sear [left in dark blue shirt] and David Hou[right in dark blue shirt] : It took a year to get these smiles

Coming Soon: Multi-Part Series on the Hou-Sear departure from Merrill Lynch

Intensity of breakaway was unprecedented, lawyers and custody execs say

September 18, 2009 at 5:35 PM

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