The DC Advisory Program is an investment advisory program offered through UBS Financial Services.
The goal of the program is to enable Financial Advisors with demonstrated experience and knowledge in working with defined contribution retirement plan sponsors, the capability of offering customized services to these clients under a fee-based consulting agreement.
Defined contribution retirement plan sponsors face unique needs and challenges. Marc joins a distinct group of Financial Advisors within UBS who have demonstrated the knowledge and commitment to serve these clients.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
UBS Wealth Management Americas provides advice-based solutions through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of high net worth individuals and families.
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
