Frequently Asked Questions

I signed a retention agreement. Do I need to wait to transition until my retention agreement has expired?

Not necessarily. Your transition options need to be reviewed.


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Blog

Advisor Headcount at UBS Declines

August 12th, 2022
Advisor headcount at UBS has fallen to almost 5,600, well below the firm's publicly reported figures for its Americas unit.

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Second Quarter Advisor Moves

August 11th, 2022
Recently, there has been an apparent slowdown in advisor recruiting as firms focus on increasing their headcounts and assets through mergers and ac...

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J.P. Morgan's New REIT and New Focus on Commodities

August 10th, 2022
J.P. Morgan is shaking up its menu a bit.

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