UBS Plans Wealth Business Shake-Up to Boost Affluent Client Outreach [Yahoo! Finance]
Stifel Financial Corporation (SF)
Last stifel financial corporation earnings: 7/30 06:00 am
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Source: Yahoo! Finance
tumbling below the ultra-wealthy level, according to an internal memo reviewed by Reuters. The transformation plan indicates the company's efforts to enhance its performance in the United States. According to the Wall Street Journal, which first reported the news of the transformation, UBS plans to allocate more resources to wealthy clients—a group that the company believes is important for its expansion in the United States. The transformation, which will take effect on Jan. 1, 2025, will shift the framework from two national divisions to four regional ones, in collaboration with UBS International and its Wealth Advice Center. According to the memo, the shake-up aims to improve client response, accelerate decision-making and strengthen connections. This new arrangement will authorize the company's field leaders through faster decision-making, enhanced responsiveness to client needs and greater connectivity. Wealth management is UBS Group's flagship business, which accounts
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News
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- Transaction in Own Shares [Yahoo! Finance]Yahoo! Finance
- Stifel Reports November 2024 Operating Data [Yahoo! Finance]Yahoo! Finance
- Stifel Reports November 2024 Operating DataGlobeNewswire
- CIRO penalizes representative for improper disclosure to hedge funds [Wealth Professional (Canada)]Wealth Professional
SF
Earnings
- 10/23/24 - Miss
SF
Sec Filings
- 12/20/24 - Form 4
- 12/19/24 - Form 8-K
- 12/13/24 - Form 4
- SF's page on the SEC website