As a financial advisor considering a move ... UBS offers a distinct advantage in this arena through its Family Office Solutions (FOS), designed to support advisors like you in serving the complex ...

In financial ... advisor once a year, while others welcome quarterly or even monthly contact. The key is understanding from day one how to manage this expectation, she says. "From there, I can ...

Aspiring financial ... her firm allows advisors to work independently in an area near their homes while getting support from the firm's headquarters and a dedicated branch office administrator.