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Category: Billing

2 posts categorized as "Billing"

How to Transition from a Commission-Based to Fee-Based Advisory Firm

December 11, 2018

Beyond the headache of the transition itself, there are very few reasons not to shift your clients to a fee-based advisory model. The conversation has shifted. Instead of evaluating whether a fee-based billing and service model is right for their practice, most advisors are thinking about the best way to manage the change experienced by…

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A Tipping Point for the Fee-Based Movement – The American Funds Transition

June 2, 2017

The fee vs. commission debate has been exhaustive. We’ve seen countless articles, debates, and surveys featured in our email newsletters. But is there any clarity on where the industry is actually going? We looked toward the recent transition of one of our industry’s largest commission-based players, American Funds, to shed light on the overall fee-based…

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