Advice Fee Benchmarking: How do your fees compare to the market average?

NextWealth's analysis reveals the changing landscape, with a decrease in total client costs to 1.75%. Explore the breakdown of advice fees by component and understand why ongoing advice remains a significant part of client expenses. Uncover insights into initial advice fees and the adoption of subscription-based fee structures, offering valuable information to keep your financial strategies competitive and cost-effective.

Financial advice businesses are weathering the storm

The Financial Advice Business Benchmarks (FABB) report highlights significant trends and challenges in the financial advice industry.

Financial advice cost and charges

Looking to the future: Business models for retail wealth management

Third party platforms cost clients less

The average fee paid by a client for the platform is lowest for advisers that are using a fully outsourced platform, our latest research discovers.

Michael Kitces – ad valorem fees are here to stay