Should Advisors Change How They Charge?

There are several models advisors can use to charge for their services, and all come with a significant amount of debate over which is best.

“A lot of businesses confuse their regulatory model — RIA, broker-dealer, etc. — with what they actually do,” [Matt] Lynch observed. If you allow this regulatory label to determine how you get paid, it may lead to a “fundamental disconnect” with your value proposition.


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Should Advisors Change How They Charge?
By Sherry Christie, from the September issue of INVESTMENT ADVISOR, August 31, 2015



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