It’s been hard to hear anything else above the din generated by this debate; however, at least two other trends have the potential to make the fees versus commission debate, though important, become a comparative storm in a teacup. Trend 1 – Jeremy Cooper’s review...
I sit on a number of ‘boards of advice’ of financial advisory firms. These ‘boards’ review business performance, formulate business plans, provide accountability to plans, and assist with the unique implementation challenges of change and development for each firm. To...
