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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 Herbers , Matthew Matrisian , Anand Sekhar , Carolyn Mcclanahan , Patrick Dougherty , Sanders Jones , Bob Veres , Devin Mcginley , Thomas Balcom , Exchange Commission , Fidelity Investments , Herbers Co , Dollar Shave Club , Investmentnews Benchmarking , Life Planning Partners , Dougherty Wealth , Inside Information , Dollar Shave ,

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 States , New York , Anand Sekhar , Fidelity Investment Anand Sekhar , Felix 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 Deane , Tobias Salinger , Anand Sekhar , Fidelity Investments , Deane Wealth Management , Financial Planning , Practice And Client Management , Client Acquisition , Strategic 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 States , Leslie Leach , Marguerita Cheng , Misao Shoji , Anand Sekhar , Dasarte Yarnway , Digital Advisor Community , Onyx Advisor Network , Berknell Financial Group , Fidelity Institutional , Advisor Community , Hearsay Systems , Ocean Global Wealth , Blue Ocean Global Wealth , Advisor Network , Financial Group , Emlen Miles Mattingly , Wealth Management , Career Advancement , Social Media , Practice And Client Management , Diversity And Equality ,

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 States , Captrust Shoff , Michael Belluomini , Rick Shoff , Anand Sekhar , John Furey , Carson Group , Mental Health , Fidelity Institutional Insights , Fidelity Investment , Advisor Growth Strategies , Gen Zers ,