Finding Safety From Fee Pressures
As competition continues to grow and clients expect more services for their fees, enterprising advisers focus on both protecting existing revenue sources and adding new revenue streams.
Practice Management | Compensation
Data & Research
Fee Models Are Shifting
How advisers choose to be paid is evolving with their business.
How Plan Advisers Justify Their Fees
Despite fee compression, advisers are pushing back.
How Retirement Plan Advisers Justify Their Fees
One adviser charges a flat fee up to certain asset levels, and then additional basis points as plans grow, while another emphasizes the detailed, time-intensive fiduciary work he does for clients when asking for a fee increase.
RIAs Lowering Fees by 20 to 30 Basis Points
They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.