UBS Wealth Management USA filed another lawsuit over inherited accounts, this time against a Michigan-based advisory team that recently left the firm for RBC Wealth Management-U.S.

According to AdvisorHub, the team managed approximately $1.2 billion in assets before their departure. UBS alleges the team violated agreements tied to accounts inherited from a retiring advisor who entered the firm's retirement program in 2021.

Under that program, the team agreed not to solicit clients from the inherited book of business until the retiree's five-year payout term concludes on December 31, 2027. UBS also cited a separate team agreement signed in May 2025, which prohibited them from soliciting clients they had not personally introduced to the group.

The lawsuit follows a recent temporary restraining order (TRO) victory by UBS against another departing team in Florida and comes amid widespread advisor departures tied to recent compensation changes at the firm. According to AdvisorHub, UBS has since announced a revised 2026 compensation plan to mitigate the impact of this year's pay modifications.

Wirehouses such as UBS frequently invoke inherited account agreements when seeking TROs against departing advisors to protect ongoing revenue streams for retired brokers who receive payout packages worth up to 250 percent of their annual production, as reported by AdvisorHub.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.