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Wells Fargo Raises Advisor Compensation Threshold for 2027, Adds Incenti...

October 30th, 2026
Wells Fargo Advisors will raise its monthly compensation threshold for financial advisors for the first time in five years, increasing the amount o...

Read More about Wells Fargo Raises Advisor Compensation Threshold for 2027, Adds Incentives for Business Growth

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.

Read More about Morgan Stanley Raises Advisor Compensation Thresholds by 10% for 2027

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

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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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