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Compensation 2017


Read more at OnWallStreet

Recently In The News

UBS Nudges FAs to Move Small Accounts to Call Center
Oct 2017

....UBS is also using a “placeholder strategy” on paying advisors for retirement account assets, Andy Tasnady, head of compensation consultancy Tasnady & Associates, tells FundFire. Next year, an advisor’s compensation on IRAs will be derived from the trailing 12 months that ended in September this year, FundFire writes. Tasnady tells the publication this approach may change as the fate of the rule becomes clearer. ....

Read more at FinancialAdvisorIQ

UBS surprises advisors with early comp plan reveal
Oct 2017

...The mostly unchanged plan is likely to please wirehouse advisors, who have traditionally had to sort through complex plan changes announced at the end of the year.

"In general, advisors prefer to have no changes," says compensation consultant Andy Tasnady. "It's one less thing [for them] to worry about."....

Read more at onwallstreet

New Rule Helps Curtail Wall Street ‘Prisoner Exchanges’ in Recruiting
Oct 2017

Read more at The Wall Street Journal


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Sales Compensation

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Tasnady & Associates, among its industry knowledge is particularly experienced in Financial Services, and notably the specialized field of brokerage compensation.

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