Clients Compensation Planning Recruitment 
Diamond Consultants
JANUARY 21, 2025
Four factors to consider when attempting to resolve if your firm is indeed the right place for you, your clients, and your business. Advisors regularly get calls from recruiters, consultants, branch managers, complex directors, business development officersthe list goes on and on. For most advisors, the answer is not black and white.
Diamond Consultants
JUNE 17, 2025
There’s no question that UBS remains a globally respected brand with a platform built to serve high net worth (HNW), ultra-high net worth (UHNW), and international clients. And for a time, UBS was a recruiting powerhouse—thanks in large part to an unusually rich, fully guaranteed transition package. So does trust.
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Diamond Consultants
JUNE 23, 2025
Yet, in recent weeks, we’re hearing from more UBS advisors than ever before who are asking a different kind of question—one rooted in long-term strategy and legacy: Is staying at UBS the right strategic decision—for my future, the future of my clients, and the future of what I’ve built?
Ballast Advisors
NOVEMBER 29, 2022
It’s common for businesses to court talented executives with a variety of perks, including signing bonuses, stock options, and nonqualified deferred compensation plans to supplement regular pensions and retirement savings. A third type of restrictive covenant is a nonsolicitation clause.
Diamond Consultants
JUNE 28, 2023
Take Vincent Finney, Ryan Bibler, and Joseph Panfil, for example: Former UBS advisors managing $800mm in AUM, who were looking to achieve greater freedom and control, and decided to move from UBS to Wells Fargo’s W-2 Private Client Group. First, UBS left the Protocol for Broker Recruiting. But things started to change at the firm.
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