Remove Compensation Planning Remove Recruitment Remove Wealth Management
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UBS at a Crossroads: Strength, Uncertainty, and the Advisors Caught in the Middle

Diamond Consultants

Its internal retirement program (ALFA) and competitive payout structure continue to appeal to seasoned advisors, even despite some significant changes to the 2025 compensation plan. 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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Satisfying an Advisor’s Quest for Independence as an Employee

Diamond Consultants

First, UBS left the Protocol for Broker Recruiting. Wells offered them the ability to have a unique brand on their website, a custom-built space, and demonstrated through the recruitment process that management could remove obstacles more easily than they experienced at UBS. But things started to change at the firm.