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Focus on fees: re-assigning and aligning value

January 17, 2019


By Raymond James Financial, Inc. and IN Research

The business of providing financial advice is currently undergoing a transformational change, leading many to intensely focus on – and re-evaluate – the current versus future of state of fees. The focus of this paper is to highlight the developments that have shaped the relationship between services and pricing, while also providing a benchmark for assessing your firm’s current fee structure and schedule. In addition, the objective of this report will be to provide you with a framework for appropriately aligning value with service – as well as a resource that can assist in the strategic evaluation of your firm’s pricing and positioning.

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