Morgan Stanley's 2025 Comp Plan Intensifies Cross-Selling Push

Analysis October 03, 2024 at 04:40 PM
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What You Need To Know

  • Morgan Stanley's newly revealed 2025 compensation plan incentivizes its wealth advisors to make intra-firm referrals.
  • The move builds on the incoming-referral success advisors have seen and makes referrals more of a two-way street.
  • Compensation consultant Andy Tasnady doesn't expect much blowback over these policies.
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