UBS unveiled its 2027 U.S. financial advisor compensation plan on Wednesday, making fewer changes than in recent years and leaving the core payout grid untouched.

Under the 2027 plan, UBS is loosening eligibility requirements for a bonus and creating the Pacesetter Recognition Council, a new tier to its honorary recognition program for high-performing advisors. UBS will allow more advisors to qualify for its "Directors Council," a different in the program.

It will also add new bonuses related to forthcoming banking services, an important move as UBS strives to win more business with existing clients through banking and lending.

Lisa Golia, UBS's head of field for Global Wealth Management U.S., said in a memo sent to employees on Wednesday that the minimal changes this year were intended to prioritize "stability and consistency."

UBS is one of four national brokerage firms known as wirehouses that issue annual updates to their advisor compensation plans that center on a core pay grid. As an advisor generates more revenue, the advisor can move up the grid and earn a higher payout.

Last week, Morgan Stanley unveiled its 2027 pay plan and it increased grid thresholds, meaning advisors may have to generate more revenue next year to earn the same payout. Bank of America's Merrill and Wells Fargo, the other two wirehouses, haven't unveiled their annual compensation plans.

UBS's compensation plans for 2025 and 2026 saw substantial changes. The 2025 plan included cuts to some advisors' pay and some advisors and their teams left UBS in 2025. The 2026 plan raised payouts for some financial advisors and eased eligibility requirements for a bonus that advisors can earn.

UBS had 5,644 advisors in its Americas unit as of June 30, according to the company's earnings report. That is down from 5,773 advisors for the same period a year ago. The figure includes advisors outside its core U.S. brokerage unit, such as advisors in Canada and Latin America.

UBS' Americas wealth management unit had $2.4 trillion in assets as of June 30. Earlier this year, the company received approval for a national bank charter in the U.S., which enables it to expand its banking and lending offerings for clients. The company believes that it has an opportunity to capture more wallet share with its customers, many of whom rely on competitors for services such as savings and checking accounts.