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Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye

UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal

Author Brooke Southall May 17, 2016 at 6:52 PM
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Bill Butterfield: I'm sure other wirehouses won't be far behind.

Robo-Advisors

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Related Moves

July 16, 2022 at 1:35 AM

Rich Steinmeier power poaches Jeremy Holly, who returns to LPL as EVP to head Dan Arnold-directed 'liquidity' project to buy -- but not hold -- LPL firms

Holly had bolted LPL for SageView with fanfare but he retained a fanbase back in San Diego which dreamed up a dream job for him

July 7, 2023 at 9:36 PM


Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



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