Transition out of the industry in a way that's right for you and for your clients

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How UBS empowers financial advisors for the long term

The support you experience from day one never stops, with an industry-leading program to reward loyalty over time for the practice you spend years building. 

View testimonials featuring recently joined UBS advisors 

 

ALFA

 

Teaming

The UBS Aspiring Legacy Financial Advisor Program ​

Transition your business on your terms

The ALFA (Aspiring Legacy Financial Advisor) program is one of the most competitive transiton programs in the industry, designed to help you transition on your terms. ​

Find out how you can transition your business with our ALFA program

Teaming and succession planning

 

The UBS teaming difference​

Find out how our UBS Signature Team platform works and why the advisor team model is so important to us.​
 

Discover how our advisor team model can power business growth

UBS succession planning

A road map to growing your business

Our succession planning framework guides you each step of the way, from building the foundation to transitioning client relationships successfully.

Discover how our succession planning framework can drive your business growth

 To explore if UBS is the right fit for you, submit your contact information.