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Morgan Stanley Raises Advisor Compensation Thresholds by 10% for 2027

October 28th, 2026
Morgan Stanley will require financial advisors to generate 10 percent more revenue to reach the same compensation payout levels in 2027.

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UBS Keeps Its Compensation Grid Unchanged as It Targets Advisor Retentio...

October 27th, 2026
UBS will keep its core advisor compensation grid unchanged in 2027 while expanding incentives for growth, banking business, and advisor retention, ...

Read More about UBS Keeps Its Compensation Grid Unchanged as It Targets Advisor Retention in 2027

Merrill Lynch Raises Growth Award Requirements While Expanding Banking I...

October 26th, 2026
Merrill Lynch will keep its core compensation grid unchanged in 2027 but will require advisors to meet higher growth targets to qualify for its gro...

Read More about Merrill Lynch Raises Growth Award Requirements While Expanding Banking Incentives for 2027

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Whatever the next step is for your practice, ensure it remains your practice with the experienced transition consultants at Financial Advisor Transitions. Let us assess your wants and needs and help negotiate the best transition plan to propel your practice forward.
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