UBS Promotes Lisa Golia to Oversee U.S. Financial Advisors

Golia, who joined UBS from Morgan Stanley two years ago, has been serving as U.S. chief operating officer for Global Wealth Management.

Osaic attracts another billion-dollar team to its employee advisor unit

The team is led by Kenneth Spitzbard, who has been a financial advisor for four decades.
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Financial advisor emerges as best job for 2026: Indeed

Adaptable, specialised roles show strongest hiring resilience. Financial advisor leads Indeed’s 2026 Best Jobs in Singapore—a ranking based on demand, stability, and worker mobility. Data indicates ...

Should I use the financial adviser at the firm holding my $1.4 million 401(k)?

Retirement is around the corner, and I have all of our funds— $1.4 million—at Fidelity through my workplace 401 (k). I feel ...

Future Trends Transforming Financial Advisors: Technological and Demographic Shifts

Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.