Keyword: Fee-based accounts

41 results found

Many investors surveyed for the study indicate they would remain with their advisors even if they were informed of fees — and felt those fees were too high

In anticipation of CRM2, many advisors are making the shift from commissions to a fee-based model

Why life insurance commissions are better than fee-for-service

Jim Ruta, president, AdvisorCraft Media and Consulting, explains why commissions for life insurance offer better value for both clients and advisors.

  • By: Jim Ruta
  • September 15, 2015 October 30, 2019
  • 11:20

CRM2, with its focus on enhancing the investment costs to clients, is transforming advisors' traditional revenue model

Many advisors may be planning to move to a fee-based account model based on a percentage of AUM, but will this model survive the potential advisor compensation realignment?

Having trailing commissions embedded in a fee-based series is “potentially misleading for investors”

Series M offers further fee reductions for fee-for-service clients

  • By: IE Staff
  • July 15, 2014 July 15, 2014
  • 09:30

Firms are invited to submit proposals for two pieces of research

Regulators in Australia, the U.K. and other countries have taken steps to move financial advisors toward fee-based compensation models. Although Canadian regulators are hesitant, the global trend could come our way next

As a global trend toward fee-based compensation models gathers steam, there is a strong case for Canadian advisors to make the shift