Page One Wall Street Journal article is a 'home run' for the RIA industry
Story's impact could exceed New York Times article about Smith Barney breakaway two years ago
Author Elizabeth MacBride January 5, 2010 at 7:26 PM
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UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
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Diamond Consultants
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Top Executive: Mindy Diamond
