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flat fees

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Topic
  • News
  • January 19, 2024

Performance-based fees gaining ground among advisors, study says

But advisors say traditional AUM fees are still the primary model.

Topic

Are AUM fees heading toward extinction?

The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.

Topic
  • News
  • December 20, 2022

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.