Trends Finding Safety From Fee Pressures As competition continues to grow and clients expect more services for their fees, enterprising advisers focus on both protecting existing...
Practice Management | Compensation Fee Models Are Shifting How advisers choose to be paid is evolving with their business.
Trendspotting How Plan Advisers Justify Their Fees Despite fee compression, advisers are pushing back.
In Practice October 16th, 2019 How Retirement Plan Advisers Justify Their Fees One adviser charges a flat fee up to certain asset levels, and then additional basis points as plans grow, while another emphasizes the detailed, time-intensive fiduciary work he...
Data & Research December 20th, 2017 RIAs Lowering Fees by 20 to 30 Basis Points They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.