August 2018


Fees at a Crossroads Revisited
6 Steps to Help Financial Advisors
Close the Fee vs. Value Perception Gap


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.


Fees at a Crossroads Revisited