Hassan will oversee the expansion of UBS’s digitally customized banking services, the build-out of wealth management’s digital capabilities, electronic strategy and platforms, and smart technologies and advanced analytics.
Wealth Plan, with its 'Work with an advisor' icon, is now available for free on the Chase Mobile app and the bank's website.
In uncertain times, bad advisors hide from their clients; good advisors put themselves out there—and that’s how they take market share.