By Jason Diamond, WealthManagement.com – An active climate of movement throughout the industry landscape begs the question: “What does the future hold for the wirehouse model?”
By Barbra Herman – Part two of the series “UBS at a Crossroads” explores the possible outcomes and implications for UBS advisors and their businesses.
What ALFA Offers, What It Doesn’t—and Why the Decision Deserves a Closer Look Let’s be clear: ALFA is an incredibly compelling proposition for top UBS advisors. The ability to monetize your life’s work – without the hassle of a transition – is no small gift. And this is not intended to poke holes in the program or to criticize those
By Barbara Herman – Despite its global prestige and competitive platform, advisors are voicing concern over the firm’s direction—and quietly wondering what comes next.
Jason Diamond Quoted By Tobias Salinger, At some point, it just makes too much economic sense to move, because you do have that ability to monetize your business.
By Barbara Herman, AdvisorHub.com – The industry’s top advisors, even long-tenured folks with spotless records, are often surprised to land in their firm’s crosshairs. Here are 10 questions that can help limit exposure.
By Louis Diamond, FA-Mag.com – The headlines, reports, and data all seem to indicate that the model is tagged for extinction. But is that really the case?
By Barbra Herman – UBS advisors describe a culture defined by wins and losses—and they are asking tough questions about what the future holds.
By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s plenty to choose from. But that’s the bad news, too.
By Mindy Diamond, WealthManagement.com – What are the recent recruiting practices by UBS and Merrill telegraphing to advisors about their ideal candidates and overall hiring strategy of the firms? Are they heading toward a salary-bonus model?
