Topic

Advisor Recruiting and Retention

The market for moving experienced financial advisors and their client books between firms, shaped by recruiting packages, retention deals and transition deal economics.

Current clusters

invest1 publisher

UBS softens its 2024 advisor pay overhaul for the second year running

The 2027 plan lengthens the new-client bonus window to 24 months from 15 and strengthens net-new-money awards, and for the first time in three annual announcements the payout grid is untouched.

Publishers:americanbanker.com

Reality

Evidence62
Adoption35
Hype gap+15
Incentives68
Confidence58