Performance Fees
3 Tips for Designing Performance Fees as an Asset Manager

Trends in the use of performance fees in the asset management industry

November 27, 2019 |

Stacking the right blocks
Why Your Fee Billing System Is Opening You Up to Regulatory Risk

The SEC has been on an examination streak, boosting the number of audits by an incredible 137%

July 17, 2019 |

BillFin Launches Termination Billing

The industry’s first cloud-based billing solution also handles termination calculations.

June 07, 2019 |

Dartboard bullseye
Ensuring Correct Fee Rates: Issue #3

Being audited is stressful enough—don’t let your billing process add alarm.

January 30, 2019 |

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Billing Fees in Advance or with Improper Frequency: Issue #2

Advisors’ Billing Practices Inconsistent with their ADV or Advisory Agreement

October 15, 2018 |

money in hand
Ensuring Correct Market Valuations Are Used for Billing: Issue #1

SEC issued a risk alert on advisory fee billing and compliance.

August 31, 2018 |