Richard Aneser has been hired by Lincoln Financial Distributors to serve as chief marketing officer, a newly created position. He joins from UBS, where he served as managing director and head of advisory and solutions marketing and Wealth...

It’s no secret that in the wirehouse world, branch office managers aren’t getting the respect or authority they once enjoyed.

As financial advisors, attorneys, CPAs and estate planning practitioners, we know that the keys to a successful financial future are setting goals and planning. In fact, our businesses depend on guiding individuals and families to help them create...

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A management shakeup by CEO Bob McCann at the Americas brokerage unit of Swiss bank UBS AG will see two of his top executives assume more direct responsibility over its financial advisors, according to people familiar with the changes.