Jul16
Simplifying Investment Advisory Fee Schedules With Flexible Payment Models

Traditionally, when creating a fee schedule, all payment levels would make up a single fee structure. This meant that if an investment advisor wanted to change a specific fee within the structure, the entire fee schedule would need to be recreated.

When investment advisors invoice their clients, the fees are calculated based on a fee schedule. There are several different types of fee schedules that advisors can utilize to determine a client’s fees, including flat, tiered (blended or linear), and conditional just to name a few. For example, under a flat investment management fee schedule, all

May17
Embracing Forecasting Technology Gives Asset Managers A Big Advantage

In the post-pandemic world, business has moved from mostly toying with new virtual models to full adoption in just 18 months. For example, virtual meetings and remote work were outliers before COVID-19 but are now clearly here to stay, many brick-and-mortar businesses have fully embraced digital, even restaurants have moved menus online and adopted their

May15
How a 360-Degree Client View Will Help Grow & Optimize Your Investment Management Firm

The relationship between investment management firms and their clients has been constantly evolving over the past 10 to 15 years. While the investment management industry was once relatively standardized when it came to the products and services offered, today’s firms are considerably more flexible, offering a wider range of billing models, financial services, and unique