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Fees at a Crossroads Revisited: 6 Steps to Help Financial Advisors Close the Fee vs. Value Perception Gap
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"Fees at a Crossroads Revisited: 6 Steps to Help Financial Advisors Close the Fee vs. Value Perception Gap"
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Interested in learning why it may be time to look beyond the traditional AUM model to keep up with evolving trends?

When we first released "Fees at a Crossroads" in 2015 — a white paper designed to help financial advisors evaluate the right pricing model for their business — the industry was steeped in the DOL ruling, customer habits were changing amid a groundswell of support for robo-advisors, and consumers began demanding more personalized service and greater digital choice.

Download our 2018 version: “Fees at a Crossroads Revisited.” It’s an important update on what’s changed — and what hasn’t — and how advisors like you are adapting.

In this white paper you’ll learn:

  • What’s happening to the pricing landscape — key trends
  • What consumers understand (and what they still don’t) about how they pay you
  • How three advisory firms changed their fee models, and what happened as a result
  • What you can do now to help clarify your own pricing strategy

 

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation and SEI Global Services, Inc., wholly owned subsidiaries of SEI. 


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