Rosemary Berkery, who heads UBS's U.S. bank, knows her commercial banking rivals are gunning to win away the bank's super-rich clientele. In an interview, she explains how UBS is fighting back by offering wealthy customers new banking products, like mortgages and credit cards. read more »  | The U.S. and Switzerland agreed to resolve a long-running dispute over offshore tax evasion by letting some banks voluntarily disclose wrongdoing and turn over account information on American clients, a senior Justice Department official familiar with the matter said. read more » | Beginning next month, a number of tech firms that are also RIAs are poised to enter the red-hot online advisory space, offering consumers not only financial guidance but specific buy/sell/hold recommendations for mutual funds and ETFs, based on algorithms and aggregation of clients' accounts. read more » | Deferred income annuities last year generated about $1 billion in sales and are expected to be the fastest growing annuity product. read more » | When issues arise, advisors should follow the steps doctors take to diagnose and treat the problem to create a healthy, vibrant business. read more » | One of the most worrisome aspects of the recent rise in long-term interest rates, aside from its devastating impact to fixed-income investors, is its potential impact on the housing recovery. - Marie M. Schofield, Columbia Management read more » | Must Read |  Top Retirement Destinations Overseas Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more » | Must Watch Contact Us Samantha Allen
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Senior Digital Editor
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