Outline your fee structure and what clients receive for those charges
Investment analyst Dan Hallett and a broker friend debate the pros and cons of deferred sales charges
Explaining fees to cost-sensitive clients
The proposed dealer regulation fee model will charge a $250 fee for each registered individual
FirstOntario wants to educate Canadians about the benefits of a community-based credit union over big banks
2.6% increases apply to several fees
Firm to pay US$3.3 million to settle charges
An open discussion enhances client trust
More clients are asking advisors to be specific about what clients get for the fees they pay. Addressing the issue can be an opportunity to demonstrate your value
