UBS Advisor Transition Report 2026
Short answer: The UpTick UBS Advisor Transition Report 2026 is a free, 10-page guide for UBS financial advisors weighing a move. It covers UBS advisor attrition, the 2027 pay plan and retention incentives, non-Protocol risk, recruiting offer levels and a move plan.
Inside the UBS advisor transition report
- UBS lost a net 182 advisors in the first half of 2026 after about 318 left in 2025.
- UBS held its 2027 grid and added retention incentives.
- AdvisorHub reported recruiting offers up to 550% of trailing revenue for top producers.
- UBS left the Broker Protocol in 2017, so legal planning comes first.
- A step-by-step move plan for UBS advisors.
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Questions this UBS advisor transition report answers
- How many advisors are leaving UBS?
- What changes in UBS’s 2027 compensation plan?
- How do UBS retention bonuses affect a move?
- How do I plan a non-Protocol move from UBS?
- Where do UBS advisors go, and in which models?
- What are transition packages worth now?
- What does a clean exit from UBS look like?
Our approach
This report is built from public, sourced data reported by InvestmentNews, WealthManagement.com, Financial Planning, ThinkAdvisor, American Banker and Cerulli Associates research, as of November 12, 2026. It does not promote any single firm or business model. UpTick Consulting Partners is paid by receiving firms, so our consulting is at no cost to advisors.
Related: Leaving UBS · 2026 transition report · Advisor transition consulting
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About UpTick Consulting Partners: UpTick is a financial advisor recruiting firm and transition consultancy in Red Bank, New Jersey. UpTick is not an investment advisor and does not provide investment, tax or legal advice. 646.734.0334 · marc@uptickrecruiting.com · uptickrecruiting.com