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Investment Adviser M&A Activity Slows After Record First Half of 2026

September 25th, 2026
Merger and acquisition activity among registered investment advisers slowed sharply in the third quarter after the industry posted a record first h...

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UBS Provides Retirement Incentives in its 2027 Compensation Plan

September 24th, 2026
UBS Wealth Management USA will leave its core advisor payout grid unchanged in 2027 while expanding retention and growth incentives.,.

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Morgan Stanley Raises 2027 Production Thresholds

September 18th, 2026
Morgan Stanley has become the first wirehouse to announce its 2027 compensation plan, raising production thresholds for advisors as strong markets ...

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Whatever the next step is for your practice, ensure it remains your practice with the experienced transition consultants at Financial Advisor Transitions. Let us assess your wants and needs and help negotiate the best transition plan to propel your practice forward.
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