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Enumerating the value of financial advice in a competitive market : a dual structure approach and analysis

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Enumerating the Value of Financial Advice in a Competitive Market – A Dual Structure Approach & Analysis

Fraser, Steve P.; Payne, Brian C.; Schatzle, Scott - 2021

This paper introduces and examines a composite, dual fee structure (CDFS) for financial planners that helps quantify the value of financial advice. Our structure specifically separates financial planning (advice) fees based on total net worth (NW) from Investment Management (IM) fees based on...

Persistent link: https://www.econbiz.de/10014352246

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Multi-level considerations in executive organizational transfer

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