Why Mindy Diamond is morphing her firm away from pure wirehouse recruiting
Fees are still paid on contingency so a sit-down with her consultancy costs nothing
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 – 1:35 AM
Successful professionals “skate to where the puck is going”.
There is a reason Mindy is recognized as one of top recruiters.