Fee structure

Industry

U.S. CFP Board angers members over fee-only definition

U.S. planners irked over CFP Board's latest move.

By Staff |September 30, 2013

1 min read

Planning and Advice

Most investors support embedded fee model

Few would stay with advisors if direct-payment model raised fees.

By Staff |September 30, 2013

1 min read

Industry

The benefits of ETF fee transparency

ETFs present a special challenge to the advisor when it comes to generating revenue: they act like a mutual fund, but don’t pay a trailer. They’re exchange-traded and commission-based, but have lower turnover than individual stocks. That said, the more actively traded the ETFs, the more a commission-based model can work.

By Guy Lalonde |September 6, 2013

6 min read

Planning and Advice

Clients don’t mind paying you

The vast majority of Canadian financial advisory clients think you’re worth what they pay you. So says Advisor Group’s 2013 Salary Survey, which checked in with a sampling of both clients and advisors from coast-to-coast. Yet, while clients appear comfortable parting with cash for services rendered, other portions of the survey reveal they may not realize how much they shell out.

By Philip Porado |September 4, 2013

4 min read