industry case-subscription-and-aum-fee-models 
eMoney Advisor
FEBRUARY 28, 2023
Additionally, in an industry where diversification is often advised, it’s not unusual to find that your clients have multiple investments outside of those you manage. Beyond AUM—Embracing Assets Under Advisement There are several approaches to providing advice when you come across accounts that clients hold elsewhere.
Inside Information
OCTOBER 30, 2021
Membership fees start at $250 a year for firms under $100 million in AUM and scale up from there; for firms whose revenue model doesn’t involve AUM (retainers, hourly or subscription) the cost is $175 a year per advisor. Department of Labor.
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Brown Advisory
OCTOBER 11, 2021
In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.
Brown Advisory
OCTOBER 11, 2021
In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.
Inside Information
JANUARY 31, 2022
SEC examiners crawl all over independent advisor offices looking at the fine print of their disclosures, the nuances of their fee structures and whether they’re complying with rules yet unwritten about testimonials. Would it be so hard for them to spend a little time examining whether brokerage reps are participating in sales contests?
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