In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.
Have You Thought About What Season Your Practice is in?
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The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when...
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
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The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods