Financial advisors often feel bound by a fiduciary mindset—that is, putting their clients’ best interests before their own—when making any decision about their practice.
So what happens when they trust you and are certain you are doing everything right, yet you find yourself asking if that’s true? If you are in the right place to best serve your own needs as well as theirs? How could you even consider replacing your current business card with a new one?
UBS is increasing its recruiting efforts, offering top advisors deals of up to 550% of annual revenue while targeting experienced private bankers.
Advisors at some of the largest firms in the country are leaving, and not in a trickle. In 2024 alone, more than 9,600 experienced advisors changed firms, according to industry data from Diamond Consultants.
June 12, 2026Louis Diamond QuotedBy Andrew Cohen Median compensation for financial planners reached $195,000 in 2025, marking a 15% year-over-year
