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Are AUM fees heading toward extinction?

AUM fees are the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.

Angie herbersMatthew matrisianAnand sekharCarolyn mcclanahanPatrick doughertySanders jonesBob veresDevin mcginleyThomas balcomExchange commissionFidelity investmentsHerbers coDollar shave clubInvestmentnews benchmarkingLife planning partnersDougherty wealth

Memo to young advisors: Know the cost of a client

Fidelity's Anand Sekhar discussed the importance for advisors of the total cost of serving a client, which he said typically ranges from $7,000 to $10,000.

United statesNew yorkAnand sekharFidelity investment anand sekharFelix salmon

Niche clients at financial planning firms | Financial Planning

In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.

Samuel deaneTobias salingerAnand sekharFidelity investmentsDeane wealth managementFinancial planningPractice and client managementClient acquisitionStrategic plans

Fidelity launches Finteract online advisor network

As financial professionals seek more ways to connect with their colleagues online, experts say the benefits of doing so are plentiful.

United statesLeslie leachMarguerita chengMisao shojiAnand sekharDasarte yarnwayDigital advisor communityOnyx advisor networkBerknell financial groupFidelity institutionalAdvisor communityHearsay systemsOcean global wealthBlue ocean global wealthAdvisor networkFinancial group

Advisors Who Ignore Next-Gen Clients Are Missing Out on Billions

It may be time for firms to adjust fees and hire a junior advisor, according to a new report, or leave billions of dollars on the table.

United statesCaptrust shoffMichael belluominiRick shoffAnand sekharJohn fureyCarson groupMental healthFidelity institutional insightsFidelity investmentAdvisor growth strategiesGen zers

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