Vantaggi
In my 3+ decades in the investment field, this firm is the first I have seen that does, in reality, care about helping the Financial Advisor help the client. Every decision that is made is with that in mind. It is truly refreshing and, I believe, a model for the firm of the future.
Svantaggi
Helping people learn how to spell the name can be a bit of a challenge from time to time! But then, UBS clients still think they have accounts with "USB" or "UPS!" Not a big deal.