Managers have been offering discounts amid difficulty fundraising, and capital is increasingly going to bigger funds, ...
Flat‑fee financial advisors offer transparent pricing and predictable costs.
Are investment management fees tax deductible? No, they aren’t – at least not until 2025. The Tax Cuts and Jobs Act (TCJA) enacted major changes to what investors can and cannot claim on their tax ...
The general rule for financial advisor fees is about 1%. More specifically, according to a 2019 study by RIA in a Box, the average financial advisor firm fee is equal to 1.17% of assets under ...
Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary standard, which ...
AGF Management Limited reported total assets under management (AUM) and fee-earning assets1 of $58.6 billion as at December ...