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Want to win over the unadvised affluent? Try cost transparency
Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.
Performance-based fees gaining ground among advisors, study says
But advisors say traditional AUM fees are still the primary model.
When fiduciary duty is at odds with what’s right for clients
It's time for the financial services industry to rethink its rules when it comes to offsetting fees.
Stock pullback has more advisers diversifying away from asset-based fees
As account balances shrink in stride with the financial markets, RIAs are increasingly embracing flat-fee pricing.
The time is now to be more transparent about advisory fees
Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
