A new firm aims to find the right fit between fee-only advisors and clients. But FAIR Canada wants more oversight
Regulatory initiatives such as CRM2 are forcing firms to create or improve their IT platforms - as well as increase the support and education for advisors making the transition to or operating within a fee-based practice
Study from U.S. firm found that advisors who made the switch to an AUM-based fee model retained 90% of their clients
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