Fee structure

Industry

Top Financial Phrase of 2013 is…

Our top financial phrase of 2013 is, “Commissions in the crosshairs.”

By Staff |December 17, 2013

1 min read

Planning and Advice

What is the future of compensation?

Advisors predict commissions will fall; fees will rise.

By Staff |December 3, 2013

2 min read

Planning and Advice

When do I have to worry about regulation?

Industry players sound off on impending fee regulation.

By Melissa Shin |December 3, 2013

4 min read

Planning and Advice

What’s in store for comp?

New regulations mean advisors must bring the A-game.

By Suzanne Sharma |December 3, 2013

4 min read

Industry

How investors pick winning managers

Investors want to outperform the market.

November 7, 2013

1 min read

Planning and Advice

How clients pay advisors

Perception may not equal reality.

By Staff |November 5, 2013

2 min read

Planning and Advice

Deal with conflicts

Everything depends on how you define conflict

By Melissa Shin |November 5, 2013

2 min read

Planning and Advice

Should these clients pay fee or commission?

We ask a panel of advisors which model they’d put clients in.

By Melissa Shin |November 5, 2013

7 min read

Planning and Advice

Switch clients to your form of comp

Get them used to your type of compensation.

By Suzanne Sharma |November 5, 2013

6 min read

Estate Planning

Which services do clients value most?

And how much more are they willing to pay?

By Suzanne Sharma |October 1, 2013

4 min read

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