May 26, 2020
By Investment News
A three-adviser team managing $330 million in assets at UBS has formed TriaGen Wealth Management, a registered investment adviser, in Calabasas, Calif.
The firm is operated by Bryan Garris and his father, Nick, both certified financial planners, and includes adviser Orlo Elfes and its operations manager, Leslie Sager.
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
