UBS adds features, redesigns wealth management app for US clients - Business Insider

  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 51 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 24%
  • Publisher: 51%

Россия Новости Новости

Россия Последние новости,Россия Последние новости

UBS is overhauling its iPhone app for wealth management clients — and it shows how the biggest wealth players are playing catch-up with Netflix-like personalization

As of December, the firm had around 6,500 advisers in the US overseeing some $1.4 trillion in assets — its largest region by assets under management and adviser headcount.simply click here to claim your deal and get access to all exclusive Business Insider PRIME content.

Wirehouses have largely dialed way back on recruiting experienced financial advisers to their ranks, and are focused much more on boosting revenue by squeezing more productivity out of existing advisers.

UBS worked with Deloitte, the global consulting firm, to create the new app's tools and look. Gordon Smith, the US digital wealth management leader at the firm's Deloitte Digital unit, said the wider wealth management space has to catch up to customers' preferences in a way that will always feel tailored to them.

Last year, UBS overhauled the wealth unit's structure across regions and shuffled leadership. The firm last week said it was replacing its finance chief for global wealth management with UBS' group controller and chief accounting officer,The business, which has some 10,000 financial advisers overseeing around $2.6 trillion in invested assets as of December, has still slashed hundreds of wealth management jobs in an effort to cut costs.

 

Спасибо за ваш комментарий. Ваш комментарий будет опубликован после проверки
Мы обобщили эту новость, чтобы вы могли ее быстро прочитать.Если новость вам интересна, вы можете прочитать полный текст здесь Прочитайте больше:

 /  🏆 729. in RU

Россия Последние новости, Россия Последние новости

Similar News:Вы также можете прочитать подобные новости, которые мы собрали из других источников новостей

2 US troops killed, 6 injured in Afghanistan Army base shooting - Business InsiderAmerican troops killed the shooter after the Afghan soldier opened fire on the US servicemen at an Army base in Nangarhar. 18 years
Источник: BusinessInsider - 🏆 729. / 51 Прочитайте больше »

Pompeo urges U.S. state governors to be cautious in business with ChinaU.S. Secretary of State Mike Pompeo urged governors of U.S. states and territori... “The boss doesn’t like people cuttin’ in on his turf. See...?” Careful, China's location on a map may change tomorrow, according to the Secretary of State. Unless they're sure to cut him in.
Источник: Reuters - 🏆 2. / 97 Прочитайте больше »