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