We recently published a comprehensive report offering perspectives and analysis on advisor movement throughout 2022—with a goal of answering the questions we hear most often from our advisor-clients, including:
- Where are advisors moving to and from?
- What are advisors being paid to make such moves?
- Why are advisors changing jerseys with such frequency?
Due to the great success of that report, we went a little deeper and created a companion piece—a “focused report” that looks under the hood at movement to and from one specific firm: UBS.
This comprehensive, data-driven report provides the answers that UBS advisors care most about – where their peers are moving to, why they are moving, and how they are moving – plus reveals insights specific to the firm and its advisors.
UBS is something of an enigma among its wirehouse peers. On the one hand, as the largest global wealth manager, the firm boasts an internationally renowned brand, a sophisticated investment, trust, and lending platform, and a more boutique feel than its direct competitors (there are about 6,000 US-based UBS financial advisors, fewer than half of the advisor force at Merrill and Morgan Stanley). On the other hand, the firm experienced significant advisor attrition in 2022, stemming from a myriad of advisor frustrations and concerns.
What were their frustrations and concerns? And where did they go?
Learn the answer to those questions and many others—complete the form to download the report.
For more information about movement throughout the industry, download these reports…
Diamond Consultants Industry Wide Advisor Transition Report 2022
Diamond Consultants Advisor Transition Report 2002 H1 (published Sept 2022)