Advisors on the move Report: Why UBS

The 2027 Advisors on the move report offers a unique in-depth look at why top advisors from leading firms are considering making the switch to UBS. The exclusive report, based on candid interviews with recently joined advisors reveal the key motivations behind their decisions, their experiences during the transition, and the impact on their careers.

To get your complimentary copy of the 2027 Advisors on the move report:

Reports are available for AllianceBernstein, JPMorgan, Merrill Lynch, Morgan Stanley, RBC and Wells Fargo, plus an All Firms edition.

Select your preferred firm from the dropdown list in the form below, then complete and submit the form to receive your complimentary copy.

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UBS Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by UBS Financial Services Inc. (“UBS”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

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If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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