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Compensation 2018


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2019 Comp: Wells Fargo Advisors Clips Payout to Low Producers
Dec 2018

....The penalties for low producers are generally in-line, if not slightly less punitive, than “penalty box” policies at competitors such as Morgan Stanley Wealth Management and UBS Wealth Management USA, said Andy Tasnady, a retail brokerage compensation consultant who helped design Wells Fargo Advisor’s two-tier monthly plan more than a decade ago. ....

Read more at AdvisorHub

What 2019 Wirehouse Comp Changes Mean for Advisors
Nov 2018

....The wirehouse tug of war over control of hiring and retaining financial advisors will see no let-up next year, Andy Tasnady, consultant to firms on FA compensation plans, tells ThinkAdvisor in an interview. ....

Read more at ThinkAdvisor

Merrill Lynch Cuts Advisor Compensation to Control Costs
Nov 2018

....One registered investment advisor called the changes “insane” on Twitter and others lambasted Merrill Lynch for the changes but the move wasn’t anything out of the ordinary, said Andy Tasnady, the managing partner of Tasnady & Associates, a consulting firm that works with large .... ...


  Morgan Stanley's New Advisor Retirement Plan: A Breakdown
Oct 2018

....But while the wirehouse is touting its new offer, industry experts point out that the program is only poised to help about 800, or 5%, of its advisors. “Very few qualify for [the new program],” Tasnady said. “A $10 million revenue level is very theoretical. It’s a level that only a few can hit,” he added, noting that this is pretty much the case for the $5 million and up level, too. ...

Read more at ThinkAdvisor

  UBS advisor pay remains unchanged for 2019
Sep 2018

....Andy Tasnady, a compensation consultant, says advisors can be suspicious when they hear that there are comp changes because they think it’ll be negative for them. “It’s usually good news when a firm can say there are no changes in the comp plan,” he says. ....

Read more at OnWallStreet

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