Advisors thinking about making a move often ask the same questions: Where do I start? Who can I trust? What’s it really like on the other side? That’s why we created this toolkit. It’s designed to help you explore UBS through the real stories and experiences of advisors who have made the move themselves.

Listen: to interviews with UBS advisors from your firm.

Hear firsthand stories in the UBS Financial Advisor Recruiting Podcast, where recent recruits share why they made the move and what it has meant for their practice.

Learn: from exclusive research and insight.

Explore research and success stories in our exclusive report, Advisors on the Move: Why UBS, featuring insights from advisors who have already made the transition.

Act: by scheduling a one-on-one conversation.

Schedule a one-on-one conversation through FA Live, a peer led initiative allowing you to speak with a recently joined UBS advisor from your firm or a field leader to get candid answers to your questions.

Choose a firm below to only see what is most relevant to you.

Goldman Sachs
Merrill Lynch
J.P. Morgan
Morgan Stanley
Wells Fargo