August 2018 |
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Fees at a Crossroads Revisited
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.
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